Intapp (INTA) CFO reports RSU vesting, performance shares and tax withholding

Rhea-AI Filing Summary

Intapp, Inc.’s Chief Financial Officer David H. Morton Jr. reported equity compensation activity rather than open-market trading. On May 19–20, 2026, he received an award of 18,369 shares of common stock and had performance-based and time-based restricted share units (RSUs) vest.

These vestings resulted in the exercise or conversion of 28,496 RSUs into an equal number of common shares, consistent with the plan’s terms that each RSU equals one share. To cover related tax obligations, 23,851 shares of common stock were withheld at $20.50 per share. The filing describes service-based vesting schedules tied to the Intapp, Inc. 2021 Omnibus Incentive Plan and indicates these are routine compensation-driven events.

Insights

Equity compensation & insider-transaction analyst

Routine equity compensation with RSU vesting and tax withholding, no open-market trades.

The CFO of Intapp, Inc. reported several compensation-related transactions. He received a grant of 18,369 common shares and had multiple performance share units and RSUs vest, converting into 28,496 shares of common stock under the company’s 2021 Omnibus Incentive Plan.

To satisfy tax liabilities triggered by these vestings, 23,851 shares were withheld at $20.50 per share, coded as a tax-withholding disposition (F), not an open-market sale. There are no remaining derivative positions shown, indicating RSUs involved here fully converted as described.

Because the transactions are grants, vestings, and tax withholding rather than discretionary buying or selling, they carry limited signaling value about management’s view of the stock. Future company filings may provide additional detail on ongoing RSU vesting under the plan schedules referenced for November 2024 and May 2026.

Insider Trade Summary

28,496 shares exercised/converted

Mixed 10 txns

Insider MORTON DAVID H JR

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Exercise	Restricted Share Units	8,699	$0.00	--
Exercise	Restricted Share Units	4,548	$0.00	--
Exercise	Restricted Share Units	2,749	$0.00	--
Exercise	Restricted Share Units	12,500	$0.00	--
Exercise	Common Stock	8,699	$0.00	--
Exercise	Common Stock	4,548	$0.00	--
Exercise	Common Stock	2,749	$0.00	--
Exercise	Common Stock	12,500	$0.00	--
Tax Withholding	Common Stock	23,851	$20.50	$489K
Grant/Award	Common Stock	18,369	$0.00	--

Holdings After Transaction: Restricted Share Units — 52,192 shares (Direct, null); Common Stock — 108,093 shares (Direct, null)

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. 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 25% of the shares on November 20, 2024, and in 12 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, 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: 23,851 shares Tax withholding price: $20.50/share RSU and PSU conversions: 28,496 shares +3 more

6 metrics

Tax withholding shares 23,851 shares Common stock withheld for taxes at $20.50 per share

Tax withholding price $20.50/share Price for shares withheld to cover tax liability

RSU and PSU conversions 28,496 shares Total shares from derivative exercises/conversions

Equity grant 18,369 shares Common stock grant coded as acquisition

Tax withholding transactions 1 transaction TaxWithholdingCount in transaction summary

Exercise transactions 4 transactions ExerciseCount in transaction summary

Key Terms

Restricted Share Units, performance share units, tax withholding, Intapp, Inc. 2021 Omnibus Incentive Plan, +1 more

5 terms

Restricted Share Units financial

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

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 ... 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 financial

"Shares of Intapp, Inc. common stock withheld for taxes upon the vesting of performance share units and RSUs"

Tax withholding is the practice of taking a portion of a payment—such as wages, dividends, or sale proceeds—before it reaches the recipient and sending that portion to the tax authority as an advance on the recipient’s eventual tax bill. For investors it matters because withholding reduces immediate cash received and affects after‑tax returns, estimated tax payments, and whether you may owe more or receive a refund when taxes are finally calculated, like having a small automatic savings set aside for your tax bill.

Intapp, Inc. 2021 Omnibus Incentive Plan financial

"performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan."

service-based vesting financial

"The earned shares ... are subject to service-based vesting requirements that lapsed on May 20, 2026."

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
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)
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		18,369	A	$0(1)	99,394	D
Common Stock	05/20/2026		M(2)		8,699	A	$0	108,093	D
Common Stock	05/20/2026		M(2)		4,548	A	$0	112,641	D
Common Stock	05/20/2026		M(2)		2,749	A	$0	115,390	D
Common Stock	05/20/2026		M(2)		12,500	A	$0	127,890	D
Common Stock	05/20/2026		F(3)		23,851	D	$20.5	104,039	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)	05/20/2026		M(2)			8,699	(5)	(5)	Common Stock	8,699	$0	52,192	D
Restricted Share Units	(4)	05/20/2026		M(2)			4,548	(6)	(6)	Common Stock	4,548	$0	22,763	D
Restricted Share Units	(4)	05/20/2026		M(2)			2,749	(7)	(7)	Common Stock	2,749	$0	24,754	D
Restricted Share Units	(4)	05/20/2026		M(2)			12,500	(8)	(8)	Common Stock	12,500	$0	87,500	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. Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock.

5. 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.

6. 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.

7. 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.

8. 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 insider activity did Intapp (INTA) report for CFO David H. Morton Jr.?

Intapp’s CFO reported equity compensation activity, not open-market trading. He received an award of 18,369 common shares and saw multiple performance share units and restricted share units vest into 28,496 common shares under the 2021 Omnibus Incentive Plan.

Were any Intapp (INTA) shares sold on the market in this Form 4?

No open-market sales were reported. Instead, 23,851 shares of Intapp common stock were withheld at $20.50 per share to cover tax obligations associated with the vesting of performance share units and RSUs granted under the 2021 Omnibus Incentive Plan.

How many Intapp (INTA) shares vested from RSUs and performance units in this filing?

The filing shows 28,496 restricted share units and performance share units converted into an equal number of Intapp common shares. Footnotes explain these represented earned performance awards and time-based RSUs, each RSU corresponding to one share of common stock upon vesting.

What new equity award did the Intapp (INTA) CFO receive?

The CFO received a grant of 18,369 shares of Intapp common stock coded as an acquisition. This grant was made under the Intapp, Inc. 2021 Omnibus Incentive Plan and reflects compensation rather than a market purchase, with a reported price of $0.00 per share.

How are Intapp (INTA) RSUs structured according to the Form 4 footnotes?

Each Intapp restricted share unit represents a contingent right to receive one share of common stock. Footnotes describe staggered vesting schedules, typically an initial tranche vesting on November 20 or May 20, followed by equal quarterly installments subject to continued employment.

What performance share information is disclosed for Intapp (INTA) in this Form 4?

The filing notes that earned shares were certified by the audit committee on May 19, 2026, based on achievement of performance conditions for performance share units. These earned shares remained subject to service-based vesting that lapsed on May 20, 2026, before being reported as common stock.