STOCK TITAN

INTA insider Form 4 details RSU vesting and tax share withholding

Filing Impact
(Moderate)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Intapp, Inc. (INTA) Chief Operating Officer equity update. The reporting officer disclosed equity compensation activity, including 9,389 shares of common stock earned from performance share units certified on November 19, 2025, which became fully vested on November 20, 2025.

On November 20, 2025, restricted share units converted into 3,132 and 1,899 shares of common stock at a price of $0, reflecting equity awards rather than open-market purchases. To cover taxes on vested performance share units and RSUs, 7,327 shares were withheld at $40.57 per share.

After these transactions, the officer beneficially owned 451,450 shares directly before the November 20 activity and 449,154 shares directly afterward, plus 414,395 shares held by the Coleman Family Trust and 150,000 shares held by Gambatte LLC, an entity controlled for the benefit of that trust.

Positive

  • None.

Negative

  • None.
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*
Coleman Donald F.

(Last) (First) (Middle)
C/O INTAPP, INC.
3101 PARK BLVD

(Street)
PALO ALTO CA 94306

(City) (State) (Zip)
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
3. Date of Earliest Transaction (Month/Day/Year)
11/19/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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 11/19/2025 A 9,389 A $0(1) 451,450 D
Common Stock 11/20/2025 M(2) 3,132 A $0 454,582 D
Common Stock 11/20/2025 M(2) 1,899 A $0 456,481 D
Common Stock 11/20/2025 F(3) 7,327 D $40.57 449,154 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) 11/20/2025 M(2) 3,132 (7) (7) Common Stock 3,132 $0 21,940 D
Restricted Share Units (6) 11/20/2025 M(2) 1,899 (8) (8) Common Stock 1,899 $0 20,901 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 November 19, 2025, 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 November 20, 2025.
2. The reported transaction involved a restricted share unit ("RSU") vesting on November 20, 2025.
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.
/s/ Brian Grube, Attorney-in-Fact 11/21/2025
** 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.

FAQ

What did Intapp (INTA) disclose in this Form 4 filing?

The filing reports equity compensation transactions by the Chief Operating Officer, including earned performance share units, RSU vesting, and shares withheld to cover taxes.

How many Intapp (INTA) shares were earned from performance share units?

9,389 shares of Intapp common stock were earned based on performance conditions under the 2021 Omnibus Incentive Plan, with service-based vesting requirements lapsing on November 20, 2025.

What RSU vesting did the Intapp (INTA) COO report?

On November 20, 2025, restricted share units vested into 3,132 and 1,899 shares of common stock. Each RSU represents a contingent right to receive one share of Intapp common stock.

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

The filing states that 7,327 shares of Intapp common stock were withheld at $40.57 per share to satisfy tax obligations upon vesting of performance share units and RSUs.

What is the Intapp (INTA) COO’s beneficial ownership after these transactions?

Following the reported transactions, the officer held 449,154 shares directly, plus 414,395 shares through the Coleman Family Trust and 150,000 shares through Gambatte LLC.

How do the Intapp (INTA) RSUs vest over time?

Certain RSUs vest as to 8.33% of the shares on November 20, 2024 or November 20, 2025 (as applicable), with the remainder vesting in 11 equal quarterly installments, subject to continued employment.
Intapp, Inc.

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3.14B
73.68M
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2.9%
Software - Application
Services-prepackaged Software
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United States
PALO ALTO