Intapp (INTA) CMO reports RSU vesting and 3,924-share tax withholding

Q: How many Intapp (INTA) shares were withheld for taxes in this filing?

3,924 Intapp common shares were withheld for taxes. These shares were valued at $20.50 per share and were retained by the company to cover tax liabilities triggered by the vesting of previously granted restricted share units on May 20, 2026.

Q: Is this Intapp (INTA) CMO Form 4 an open-market sale of shares?

No, this Form 4 does not report an open-market sale. The 3,924-share disposition is explicitly a tax-withholding event tied to RSU vesting, not a discretionary sale, and the remaining activity reflects the conversion of restricted share units into common stock.

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Intapp, Inc.’s Chief Marketing Officer Dustin de Forest reported routine equity compensation activity tied to restricted share units (RSUs) vesting on May 20, 2026. A total of 16,112 RSUs converted into common stock, reflecting previously granted awards.

To cover tax obligations on this vesting, 3,924 shares of common stock were withheld at $20.50 per share, classified as a tax-withholding disposition rather than an open-market sale. Following these transactions, one common stock line item shows de Forest directly holding 17,344 shares

The filing also shows remaining RSU balances of 78,750 and 63,213 units that have vested and will vest over time, subject to continued employment, with scheduled installments beginning November 20, 2025 and May 20, 2026 and continuing in regular quarterly tranches.

Positive

None.

Negative

None.

Insider Trade Summary

16,112 shares exercised/converted

Mixed 5 txns

Insider Sedgwick Dustin de Forest

Role Chief Marketing Officer

Type Security Shares Price Value

Exercise Restricted Share Units 4,862 $0.00 --

Exercise Restricted Share Units 11,250 $0.00 --

Exercise Common Stock 4,862 $0.00 --

Exercise Common Stock 11,250 $0.00 --

Tax Withholding Common Stock 3,924 $20.50 $80K

Holdings After Transaction: Restricted Share Units — 63,213 shares (Direct, null); Common Stock — 10,018 shares (Direct, null)

Footnotes (1)

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 RSUs granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. 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 6.25% of the shares on November 20, 2025, and in 15 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

Tax-withheld shares: 3,924 shares Tax-withholding price: $20.50/share RSUs vested (award 1): 11,250 units +5 more

8 metrics

Tax-withheld shares 3,924 shares Common stock withheld for taxes at $20.50 per share

Tax-withholding price $20.50/share Value used for 3,924 withheld shares on May 20, 2026

RSUs vested (award 1) 11,250 units Restricted share units converted into common stock on May 20, 2026

RSUs vested (award 2) 4,862 units Additional restricted share units converted into common stock

Total RSUs converted 16,112 units Sum of 11,250 and 4,862 RSUs exercised into common stock

Common shares after F-code entry 17,344 shares Direct common stock holding shown following tax-withholding disposition

Remaining RSUs (award 1) 78,750 units RSUs subject to vesting starting 6.25% on November 20, 2025

Remaining RSUs (award 2) 63,213 units RSUs subject to vesting starting 12.5% on May 20, 2026

Key Terms

restricted share unit ("RSU"), withheld for taxes, 2021 Omnibus Incentive Plan, contingent right to receive one share, +1 more

5 terms

restricted share unit ("RSU") financial

"The reported transaction involved a restricted share unit ("RSU") vesting on May 20, 2026."

withheld for taxes financial

"Shares of Intapp, Inc. common stock withheld for taxes upon the vesting of RSUs granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan."

2021 Omnibus Incentive Plan financial

"RSUs granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan."

contingent right to receive one share financial

"Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock."

vest, subject to continued employment financial

"The RSUs have vested and will vest, subject to continued employment, as to 6.25% of the shares on November 20, 2025, and in 15 equal quarterly installments thereafter."

Form 4 Insider Transactions: What Each Field Means →

05/21/2026 - 04:17 PM

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person^*
Sedgwick Dustin de Forest
(Last) (First) (Middle)
C/O INTAPP, INC.
3101 PARK BLVD
(Street)
PALO ALTO CALIFORNIA 94306
(City) (State) (Zip)
UNITED STATES
(Country) 2. Issuer Name and Ticker or Trading Symbol
Intapp, Inc. [ INTA ] 5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Chief Marketing Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/20/2026 6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 05/20/2026 M⁽¹⁾ 4,862 A $0 10,018 D
Common Stock 05/20/2026 M⁽¹⁾ 11,250 A $0 21,268 D
Common Stock 05/20/2026 F⁽²⁾ 3,924 D $20.5 17,344 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Restricted Share Units ⁽³⁾ 05/20/2026 M⁽¹⁾ 4,862 ⁽⁴⁾ ⁽⁴⁾ Common Stock 4,862 $0 63,213 D
Restricted Share Units ⁽³⁾ 05/20/2026 M⁽¹⁾ 11,250 ⁽⁵⁾ ⁽⁵⁾ Common Stock 11,250 $0 78,750 D
Explanation of Responses:
1. The reported transaction involved a restricted share unit ("RSU") vesting on May 20, 2026.
2. Shares of Intapp, Inc. common stock withheld for taxes upon the vesting of RSUs granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan.
3. Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock.
4. The RSUs have vested and will vest, subject to continued employment, as to 6.25% of the shares on November 20, 2025, and in 15 equal quarterly installments thereafter.
5. 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.
/s/ Brian Grube, Attorney-in-Fact 05/21/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What did Intapp (INTA) CMO Dustin de Forest report in this Form 4?

Dustin de Forest reported RSU vesting and related tax withholding. On May 20, 2026, 16,112 restricted share units converted into Intapp common stock, and 3,924 shares were withheld at $20.50 per share to satisfy tax obligations under the company’s equity plan.

How many Intapp (INTA) shares were withheld for taxes in this filing?

3,924 Intapp common shares were withheld for taxes. These shares were valued at $20.50 per share and were retained by the company to cover tax liabilities triggered by the vesting of previously granted restricted share units on May 20, 2026.

Is this Intapp (INTA) CMO Form 4 an open-market sale of shares?

No, this Form 4 does not report an open-market sale. The 3,924-share disposition is explicitly a tax-withholding event tied to RSU vesting, not a discretionary sale, and the remaining activity reflects the conversion of restricted share units into common stock.

How many restricted share units vested for Intapp (INTA) CMO Dustin de Forest?

A total of 16,112 RSUs vested and converted into common stock. This consists of 11,250 restricted share units and 4,862 restricted share units, each representing a contingent right to receive one share of Intapp common stock upon vesting.

What ongoing RSU vesting schedules does Intapp (INTA) disclose for its CMO?

The filing discloses two RSU vesting schedules tied to continued employment. One award vests 6.25% on November 20, 2025, then in 15 equal quarterly installments; another vests 12.5% on May 20, 2026, then in seven equal quarterly installments thereafter.

How many Intapp (INTA) RSUs remain outstanding for the CMO after this vesting?

The filing shows remaining RSU balances of 78,750 and 63,213 units. These restricted share units will continue to vest over future dates according to the outlined quarterly schedules, assuming Dustin de Forest remains employed with Intapp, Inc.

Type	Security	Shares	Price	Value
Exercise	Restricted Share Units	4,862	$0.00	--
Exercise	Restricted Share Units	11,250	$0.00	--
Exercise	Common Stock	4,862	$0.00	--
Exercise	Common Stock	11,250	$0.00	--
Tax Withholding	Common Stock	3,924	$20.50	$80K

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	05/20/2026		M⁽¹⁾		4,862	A	$0	10,018	D
Common Stock	05/20/2026		M⁽¹⁾		11,250	A	$0	21,268	D
Common Stock	05/20/2026		F⁽²⁾		3,924	D	$20.5	17,344	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Restricted Share Units	⁽³⁾	05/20/2026		M⁽¹⁾			4,862	⁽⁴⁾	⁽⁴⁾	Common Stock	4,862	$0	63,213	D
Restricted Share Units	⁽³⁾	05/20/2026		M⁽¹⁾			11,250	⁽⁵⁾	⁽⁵⁾	Common Stock	11,250	$0	78,750	D

	/s/ Brian Grube, Attorney-in-Fact	05/21/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)