Intapp (NASDAQ: INTA) grants CFO 60,300 RSUs, withholds stock for taxes

Rhea-AI Filing Summary

Intapp, Inc. (INTA) reported that Chief Financial Officer David H. Morton Jr. had performance share units certified on August 19, 2026, resulting in an award of 64,523 shares of common stock subject to service-based vesting that lapsed on August 20, 2026. He also received a new grant of 60,300 restricted share units, each representing one share of common stock, which vest 8.33% on November 20, 2026 and in 11 equal quarterly installments thereafter. On August 20, 2026, multiple RSU tranches totaling 28,495 units vested and were converted into an equal number of common shares, and 47,334 shares were withheld at $40.09 per share to satisfy tax liabilities related to the vesting.

Insider Trade Summary

Net Buyer: 45,684 shares

Net Buy 11 txns

Insider MORTON DAVID H JR

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Exercise	Restricted Share Units F6, F2, F7	8,698	$0.00	$0.00
Exercise	Restricted Share Units F6, F2, F8	4,548	$0.00	$0.00
Exercise	Restricted Share Units F6, F2, F9	2,749	$0.00	$0.00
Exercise	Restricted Share Units F6, F2, F10	12,500	$0.00	$0.00
Exercise	Common Stock F2	8,698	$0.00	$0.00
Exercise	Common Stock F2	4,548	$0.00	$0.00
Exercise	Common Stock F2	2,749	$0.00	$0.00
Exercise	Common Stock F2	12,500	$0.00	$0.00
Tax Withholding	Common Stock F3	47,334	$40.09	$1.90M
Grant/Award	Restricted Share Units F4, F5	60,300	$0.00	$0.00
Grant/Award	Common Stock F1	64,523	$0.00	$0.00

Holdings After Transaction: Restricted Share Units — 219,014 shares (Direct); Common Stock — 130,074 shares (Direct)

Footnotes (10)

1. 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 August 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 August 20, 2026.
2. F2. The reported transaction involved a restricted share unit ("RSU") vesting on August 20, 2026.
3. 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.
4. F4. The reported transaction involved the reporting person's receipt of a grant of RSUs under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock.
5. F5. The RSUs vest, subject to continued employment, as to 8.33% of the shares on November 20, 2026, and in 11 equal quarterly installments thereafter.
6. F6. Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock.
7. F7. The RSUs have vested and will vest, subject to continued employment, as to 25% of the shares on November 20, 2024, and in 12 equal quarterly installments thereafter.
8. F8. 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.
9. F9. 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.
10. F10. 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

Performance-based common shares earned: 64,523 shares New RSU grant: 60,300 RSUs RSUs vested and converted: 28,495 units +3 more

6 metrics

Performance-based common shares earned 64,523 shares Earned based on performance conditions, certified August 19, 2026

New RSU grant 60,300 RSUs Grant to CFO on August 19, 2026 under 2021 Omnibus Incentive Plan

RSUs vested and converted 28,495 units RSUs converted into common stock on August 20, 2026

Shares withheld for taxes 47,334 shares Shares of common stock withheld upon vesting of PSUs and RSUs

Tax withholding price $40.09 per share Price used for shares withheld to satisfy tax liability

RSU vesting initial tranche 8.33% Portion of new RSU grant vesting on November 20, 2026

Key Terms

Restricted Share Units, performance share units, withheld for taxes, service-based vesting

4 terms

Restricted Share Units financial

"The reported transaction involved a restricted share unit ("RSU") vesting"

Restricted share units (RSUs) are a promise from a company to give an employee or service provider actual shares or cash equal to the shares after certain conditions are met, typically staying with the company for a set time or hitting performance targets. Think of them like a time-locked gift card that becomes usable only after you’ve earned it. For investors, RSUs matter because they align employee incentives with company performance and can increase the number of shares outstanding over time, diluting existing ownership and affecting earnings per share.

performance share units financial

"based on the level of achievement of the applicable performance conditions"

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.

withheld for taxes financial

"Shares of Intapp, Inc. common stock withheld for taxes upon the vesting"

service-based vesting financial

"subject to service-based vesting requirements that lapsed on August 20, 2026"

FAQ

What equity awards did INTA grant to CFO David H. Morton Jr. on August 19, 2026?

On August 19, 2026, David H. Morton Jr. received a grant of 60,300 restricted share units under the Intapp, Inc. 2021 Omnibus Incentive Plan, each RSU representing a contingent right to receive one share of Intapp common stock.

How many performance-based shares of INTA common stock were earned by the CFO?

The CFO earned 64,523 shares of Intapp common stock, certified on August 19, 2026, based on achievement of applicable performance conditions for performance share units granted under the 2021 Omnibus Incentive Plan.

What INTA RSU vesting activity occurred on August 20, 2026?

On August 20, 2026, several tranches of restricted share units totaling 28,495 units vested and were converted into an equal number of Intapp common shares, reflecting RSU awards with different vesting schedules previously granted to the CFO.

Why were 47,334 shares of INTA common stock withheld from the CFO?

A total of 47,334 shares of Intapp common stock were withheld at $40.09 per share to cover tax liabilities arising upon the vesting of performance share units and restricted share units granted under the 2021 Omnibus Incentive Plan.

What is the vesting schedule for the new 60,300 INTA RSUs granted to the CFO?

The 60,300 RSUs vest, subject to continued employment, as to 8.33% of the shares on November 20, 2026, and in 11 equal quarterly installments thereafter, as disclosed for this award under the Intapp, Inc. 2021 Omnibus Incentive Plan.

Were the RSU conversions for INTA recorded as exercises or sales by the CFO?

The RSU events on August 20, 2026 were reported with code M as exercises or conversions of derivative securities into common stock, and not as open-market purchases or sales; associated tax withholding was reported separately with transaction code F.

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 08/21/2026 - 04:18 PM Accepted by SEC EDGAR 08/21/2026 - 04:17 PM Learn about SEC filing dates

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^*

MORTON DAVID H JR

(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 Financial Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/19/2026

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	08/19/2026		A		64,523	A	$0(1)	148,913	D
Common Stock	08/20/2026		M(2)		8,698	A	$0	157,611	D
Common Stock	08/20/2026		M(2)		4,548	A	$0	162,159	D
Common Stock	08/20/2026		M(2)		2,749	A	$0	164,908	D
Common Stock	08/20/2026		M(2)		12,500	A	$0	177,408	D
Common Stock	08/20/2026		F(3)		47,334	D	$40.09	130,074	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	(4)	08/19/2026		A(4)		60,300		(5)	(5)	Common Stock	60,300	$0	60,300	D
Restricted Share Units	(6)	08/20/2026		M(2)			8,698	(7)	(7)	Common Stock	8,698	$0	43,494	D
Restricted Share Units	(6)	08/20/2026		M(2)			4,548	(8)	(8)	Common Stock	4,548	$0	18,215	D
Restricted Share Units	(6)	08/20/2026		M(2)			2,749	(9)	(9)	Common Stock	2,749	$0	22,005	D
Restricted Share Units	(6)	08/20/2026		M(2)			12,500	(10)	(10)	Common Stock	12,500	$0	75,000	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 August 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 August 20, 2026.

2. The reported transaction involved a restricted share unit ("RSU") vesting on August 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. The reported transaction involved the reporting person's receipt of a grant of RSUs under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock.

5. The RSUs vest, subject to continued employment, as to 8.33% of the shares on November 20, 2026, and in 11 equal quarterly installments thereafter.

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 25% of the shares on November 20, 2024, and in 12 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, 2024, and in 11 equal quarterly installments thereafter.

9. 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.

10. 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	08/21/2026
	** 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).
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* Form 4: SEC 1474 (03-26)