Intapp (NASDAQ: INTA) CPO logs RSU vesting and tax withholding, holds over 930K shares
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Intapp, Inc. Chief Product Officer Thad Jampol reported equity compensation activity tied to performance share units and restricted share units. On May 20, 2026, RSUs covering 15,000 shares of common stock vested and were converted into shares, with additional smaller RSU tranches of 1,974 and 3,257 shares also exercised. To cover tax obligations on these vestings, 12,606 shares of common stock were withheld at $20.50 per share, which is a tax-withholding disposition rather than an open-market sale. Following these transactions, one line shows Jampol holding 933,539 shares of Intapp common stock directly, plus 34,972 shares held indirectly by his spouse, for which he disclaims beneficial ownership.
Positive
- None.
Negative
- None.
Insider Trade Summary
20,231 shares exercised/converted
Mixed
9 txns
Insider
Jampol Thad
Role
Chief Product Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Share Units | 3,257 | $0.00 | -- |
| Exercise | Restricted Share Units | 1,974 | $0.00 | -- |
| Exercise | Restricted Share Units | 15,000 | $0.00 | -- |
| Exercise | Common Stock | 3,257 | $0.00 | -- |
| Exercise | Common Stock | 1,974 | $0.00 | -- |
| Exercise | Common Stock | 15,000 | $0.00 | -- |
| Tax Withholding | Common Stock | 12,606 | $20.50 | $258K |
| Grant/Award | Common Stock | 9,562 | $0.00 | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Restricted Share Units — 16,301 shares (Direct, null);
Common Stock — 933,539 shares (Direct, null);
Common Stock — 34,972 shares (Indirect, By Spouse)
Footnotes (1)
- The shares of Intapp, Inc.'s (the "Issuer") common stock reported in this Form 4 represent shares earned, as certified by the audit committee of the board of directors of the Issuer on May 19, 2026, based on the level of achievement of the applicable performance conditions over the applicable performance period, in respect of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. The earned shares of Issuer common stock reported in this Form 4 are subject to service-based vesting requirements that lapsed on May 20, 2026. The reported transaction involved a restricted share unit ("RSU") vesting on May 20, 2026. Shares of Intapp, Inc. common stock withheld for taxes upon the vesting of performance share units and RSUs granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Shares held by the reporting person's spouse. The reporting person disclaims beneficial ownership of the securities owned by his spouse, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. The RSUs have vested and will vest, subject to continued employment, as to 8.33% of the shares on November 20, 2024, and in 11 equal quarterly installments thereafter. The RSUs have vested and will vest, subject to continued employment, as to 8.33% of the shares on November 20, 2025, and in 11 equal quarterly installments thereafter. The RSUs have vested and will vest, subject to continued employment, as to 12.5% of the shares on May 20, 2026, and in seven equal quarterly installments thereafter.
Key Figures
RSUs vested: 15,000 shares
Additional RSU tranches: 1,974 and 3,257 shares
Tax-withheld shares: 12,606 shares
+5 more
8 metrics
RSUs vested
15,000 shares
RSUs converting to Intapp common stock on May 20, 2026
Additional RSU tranches
1,974 and 3,257 shares
Smaller RSU conversions to common stock on May 20, 2026
Tax-withheld shares
12,606 shares
Shares withheld for taxes upon vesting at $20.50 per share
Tax withholding price
$20.50/share
Value used for shares withheld to cover tax liability
Direct holdings
933,539 shares
Common stock directly held after a reported May 20, 2026 transaction
Spouse holdings
34,972 shares
Common stock held indirectly by spouse; beneficial ownership disclaimed
Award grant
9,562 shares
Common stock granted on May 19, 2026 as a share award
Derivative exercises
20,231 shares
Total shares from derivative exercises (M-code) per transaction summary
Key Terms
performance share units, restricted share unit, RSU, tax-withholding disposition, +2 more
6 terms
RSU financial
"Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock."
Restricted stock units (RSUs) are a form of company shares given to employees as part of their compensation, usually with certain restrictions or conditions, such as remaining with the company for a set period. When these restrictions lift, employees receive actual shares that they can sell or hold. For investors, RSUs can impact a company's stock supply and reflect the company's commitment to attracting and retaining talent.
tax-withholding disposition financial
"Payment of exercise price or tax liability by delivering securities"
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
Section 16 regulatory
"not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose."
Section 16 is a U.S. securities law rule that governs the trading and disclosure obligations of company insiders — typically officers, directors and large shareholders — to promote transparency and deter unfair profit-taking. It requires insiders to publicly report their stock trades and allows companies or the issuer to reclaim quick, short-term profits from certain insider trades, like a scoreboard and a refund policy that help investors see and limit possible insider advantage.
2021 Omnibus Incentive Plan financial
"performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan."
