Intapp COO exercises RSUs; shares withheld for tax
Intapp, Inc.’s Chief Operating Officer Donald F. Coleman reported routine equity compensation activity.
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Form Type
4
Rhea-AI Filing Summary
Intapp, Inc.’s Chief Operating Officer Donald F. Coleman reported routine equity compensation activity. On May 20, 2026, he exercised restricted share units into common stock and had 10,401 shares of common stock withheld at $20.50 per share to cover taxes, which is not an open‑market sale. The filing also shows 9,389 shares of common stock granted on May 19, 2026 as an award, and multiple RSU vestings tied to prior performance and continued employment under the Intapp, Inc. 2021 Omnibus Incentive Plan. Indirect holdings are reported through the Coleman Family Trust and Gambatte LLC.
Insider Trade Summary
16,282 shares exercised/converted
Exercise
10 txns
Insider
Coleman Donald F.
Role
Chief Operating Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Share Units | 3,133 | $0.00 | $0.00 |
| Exercise | Restricted Share Units | 1,899 | $0.00 | $0.00 |
| Exercise | Restricted Share Units | 11,250 | $0.00 | $0.00 |
| Exercise | Common Stock | 3,133 | $0.00 | $0.00 |
| Exercise | Common Stock | 1,899 | $0.00 | $0.00 |
| Exercise | Common Stock | 11,250 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Stock | 10,401 | $20.50 | $213K |
| Grant/Award | Common Stock | 9,389 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Restricted Share Units — 111,528 contracts (Direct);
Common Stock — 530,839 shares (Direct);
Common Stock — 414,395 shares (Indirect, By Coleman Family Trust);
Common Stock — 150,000 shares (Indirect, By Gambatte LLC)
Footnotes (9)
- F1. 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.
- F2. The reported transaction involved a restricted share unit ("RSU") vesting on May 20, 2026.
- F3. 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.
- F4. Shares held by the Coleman Family Trust, of which the reporting person and his spouse are trustees and sole beneficiaries.
- F5. Shares held by Gambatte LLC, an entity controlled by and for the sole benefit of the Coleman Family Trust.
- F6. Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock.
- F7. 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.
- F8. 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.
- F9. 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 withholding shares: 10,401 shares at $20.50
RSU exercises: 16,282 shares
Equity award grant: 9,389 shares
+5 more
8 metrics
Tax withholding shares
10,401 shares at $20.50
Common stock withheld for taxes on May 20, 2026
RSU exercises
16,282 shares
Total shares acquired via derivative exercises (M codes)
Equity award grant
9,389 shares
Common stock grant on May 19, 2026 at $0.00
Gambatte LLC holdings
150,000 shares
Indirect common stock held by Gambatte LLC
Coleman Family Trust holdings
414,395 shares
Indirect common stock held by Coleman Family Trust
RSUs remaining lot 1
78,750 RSUs
Restricted share units after 11,250-share conversion
RSUs remaining lot 2
17,103 RSUs
Restricted share units after 1,899-share conversion
RSUs remaining lot 3
15,675 RSUs
Restricted share units after 3,133-share conversion
Key Terms
restricted share unit, performance share units, tax-withholding disposition, Intapp, Inc. 2021 Omnibus Incentive Plan, +1 more
5 terms
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.
Intapp, Inc. 2021 Omnibus Incentive Plan financial
"performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan."
continued employment financial
"The RSUs have vested and will vest, subject to continued employment, as to 8.33% of the shares"
Continued employment means that an individual remains in their current job without interruption. For investors, it signals stability and ongoing work that can affect company performance and future prospects. Like a steady heartbeat for a business, sustained employment helps ensure consistent operations and financial health.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did Intapp (INTA) COO Donald F. Coleman report in this Form 4?
Coleman reported routine equity compensation activity, including vested restricted share units converting into common stock and a grant of 9,389 shares. The filing also records shares withheld to cover taxes, which are not open-market sales but automatic transactions tied to vesting events.
What equity awards did Intapp (INTA) grant to the COO in this Form 4?
The report lists a grant or award acquisition of 9,389 shares of common stock at a stated price of $0.00 per share. These shares relate to compensation under the Intapp, Inc. 2021 Omnibus Incentive Plan and are separate from shares withheld for taxes on RSU vesting.
How many Intapp (INTA) RSUs vested or were exercised in this filing?
The transaction summary shows 16,282 shares acquired through derivative exercises, reflecting RSUs converting into common stock. Each RSU represents a contingent right to receive one Intapp share, with vesting schedules based on performance conditions and continued employment over specified quarterly installments.
What indirect Intapp (INTA) holdings are reported for the COO?
The filing reports 414,395 shares of common stock held by the Coleman Family Trust and 150,000 shares held by Gambatte LLC. Footnotes state the trust is for the benefit of the reporting person and spouse, and Gambatte LLC is controlled by and for the trust’s sole benefit.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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