Intapp (INTA) COO reports RSU vesting, new share grant and tax withholding

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

Mixed 10 txns

Insider Coleman Donald F.

Role Chief Operating Officer

Type	Security	Shares	Price	Value
Exercise	Restricted Share Units	3,133	$0.00	--
Exercise	Restricted Share Units	1,899	$0.00	--
Exercise	Restricted Share Units	11,250	$0.00	--
Exercise	Common Stock	3,133	$0.00	--
Exercise	Common Stock	1,899	$0.00	--
Exercise	Common Stock	11,250	$0.00	--
Tax Withholding	Common Stock	10,401	$20.50	$213K
Grant/Award	Common Stock	9,389	$0.00	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Restricted Share Units — 15,675 shares (Direct, null); Common Stock — 528,091 shares (Direct, null); Common Stock — 414,395 shares (Indirect, By Coleman Family Trust)

Footnotes (1)

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 Coleman Family Trust, of which the reporting person and his spouse are trustees and sole beneficiaries. Shares held by Gambatte LLC, an entity controlled by and for the sole benefit of the Coleman Family Trust. 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

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

restricted share unit financial

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

A restricted share unit (RSU) is a promise by a company to give an employee a set number of company shares at a future date, typically after meeting time or performance conditions. For investors, RSUs matter because when they convert into actual shares they increase the number of shares outstanding (like unlocking more tickets in a game), which can dilute existing holders, and they align employee incentives with company performance, influencing behavior and long-term value.

performance share units financial

"based on the level of achievement of the applicable performance conditions over the applicable performance period, in respect of performance share units granted"

Performance share units are a type of company stock award given to employees that depend on the company meeting specific goals or targets. If these goals are achieved, the employee receives shares or the value of shares; if not, they may receive little or no compensation. This aligns employees’ interests with the company's success and encourages performance that benefits investors.

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.

Form 4 Insider Transactions: What Each Field Means →

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
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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^*

Coleman Donald F.

(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 Operating Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/19/2026

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	05/19/2026		A		9,389	A	$0(1)	524,958	D
Common Stock	05/20/2026		M(2)		3,133	A	$0	528,091	D
Common Stock	05/20/2026		M(2)		1,899	A	$0	529,990	D
Common Stock	05/20/2026		M(2)		11,250	A	$0	541,240	D
Common Stock	05/20/2026		F(3)		10,401	D	$20.5	530,839	D
Common Stock								414,395	I	By Coleman Family Trust(4)
Common Stock								150,000	I	By Gambatte LLC(5)

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	(6)	05/20/2026		M(2)			3,133	(7)	(7)	Common Stock	3,133	$0	15,675	D
Restricted Share Units	(6)	05/20/2026		M(2)			1,899	(8)	(8)	Common Stock	1,899	$0	17,103	D
Restricted Share Units	(6)	05/20/2026		M(2)			11,250	(9)	(9)	Common Stock	11,250	$0	78,750	D

Explanation of Responses:

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.

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

3. 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.

4. Shares held by the Coleman Family Trust, of which the reporting person and his spouse are trustees and sole beneficiaries.

5. Shares held by Gambatte LLC, an entity controlled by and for the sole benefit of the Coleman Family Trust.

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

7. 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.

8. 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.

9. 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)

FAQ

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.

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

The filing shows 10,401 shares of Intapp common stock withheld at a price of $20.50 per share. These shares were retained by the company to satisfy tax obligations arising from the vesting of performance share units and RSUs, not discretionary market sales by the executive.

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.