STOCK TITAN

Intapp (INTA) COO logs 90,000 RSU grant and tax share withholding

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

Rhea-AI Filing Summary

Intapp, Inc.’s Chief Operating Officer Donald F. Coleman reported multiple equity-related transactions in company stock. He received a grant of 90,000 restricted share units (RSUs) on February 19, 2026, each RSU representing one share of common stock under the 2021 Omnibus Incentive Plan.

The RSUs vest, subject to continued employment, as to 12.5% on May 20, 2026 and then in seven equal quarterly installments. Additional RSU grants referenced in the footnotes vest in 8.33% quarterly tranches beginning on November 20, 2024 and November 20, 2025, respectively.

On February 20, 2026, previously granted RSUs vested and were converted into 3,132 and 1,899 shares of common stock at $0.00 per share, increasing his directly held common stock. In connection with these vestings, 10,733 shares of common stock were withheld at $22.16 per share to cover tax obligations.

After these transactions, Coleman directly holds 515,569 shares of common stock and has derivative holdings of RSUs. Indirectly, 414,395 shares are held by the Coleman Family Trust, and 150,000 shares are held by Gambatte LLC, an entity controlled by and for the sole benefit of that trust.

Positive

  • None.

Negative

  • None.
Insider Coleman Donald F.
Role Chief Operating Officer
Type Security Shares Price Value
Exercise Restricted Share Units 3,132 $0.00 --
Exercise Restricted Share Units 1,899 $0.00 --
Exercise Common Stock 3,132 $0.00 --
Exercise Common Stock 1,899 $0.00 --
Tax Withholding Common Stock 10,733 $22.16 $238K
Grant/Award Restricted Share Units 90,000 $0.00 --
Grant/Award Common Stock 23,658 $0.00 --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Restricted Share Units — 18,808 shares (Direct); Common Stock — 524,403 shares (Direct); 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 February 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 February 20, 2026. The reported transaction involved a restricted share unit ("RSU") vesting on February 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. 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. The RSUs vest, subject to continued employment, as to 12.5% of the shares on May 20, 2026, and in seven equal quarterly installments thereafter. 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.
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)
02/19/2026
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 02/19/2026 A 23,658 A $0(1) 521,271 D
Common Stock 02/20/2026 M(2) 3,132 A $0 524,403 D
Common Stock 02/20/2026 M(2) 1,899 A $0 526,302 D
Common Stock 02/20/2026 F(3) 10,733 D $22.16 515,569 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) 02/19/2026 A(6) 90,000 (7) (7) Common Stock 90,000 $0 90,000 D
Restricted Share Units (8) 02/20/2026 M(2) 3,132 (9) (9) Common Stock 3,132 $0 18,808 D
Restricted Share Units (8) 02/20/2026 M(2) 1,899 (10) (10) Common Stock 1,899 $0 19,002 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 February 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 February 20, 2026.
2. The reported transaction involved a restricted share unit ("RSU") vesting on February 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. 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.
7. The RSUs vest, subject to continued employment, as to 12.5% of the shares on May 20, 2026, and in seven equal quarterly installments thereafter.
8. Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock.
9. 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.
10. 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 02/20/2026
** 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.

FAQ

What insider transactions did Intapp (INTA) COO Donald F. Coleman report on this Form 4?

Donald F. Coleman reported equity award activity and related share movements, including RSU grants, RSU vesting into common stock, and shares withheld to cover taxes. These transactions reflect compensation and tax mechanisms, rather than open-market buying or selling of Intapp common shares.

How many restricted share units did Intapp COO Donald F. Coleman receive?

Coleman received a grant of 90,000 restricted share units. Each RSU represents a contingent right to receive one share of Intapp common stock under the 2021 Omnibus Incentive Plan, subject to service-based vesting conditions over a defined multi-year schedule tied to his continued employment.

What is the vesting schedule for Donald F. Coleman’s new Intapp RSU grant?

The 90,000 RSUs vest, subject to continued employment, as to 12.5% of the shares on May 20, 2026, with the remaining shares vesting in seven equal quarterly installments thereafter, creating a structured, time-based vesting pattern over several additional quarters.

Were any Intapp shares sold by Donald F. Coleman in the open market?

The Form 4 shows 10,733 shares of Intapp common stock were withheld at $22.16 per share to satisfy tax obligations upon RSU and performance share unit vesting. This is recorded as a tax-withholding disposition, not an open-market sale initiated for investment purposes.

How many Intapp common shares does Donald F. Coleman hold directly after these transactions?

Following the reported transactions, Coleman directly holds 515,569 shares of Intapp common stock. This figure reflects RSU conversions into common stock and the shares withheld for taxes, as detailed in the Form 4’s non-derivative transaction table and related footnotes.

What indirect Intapp shareholdings are associated with Donald F. Coleman?

Indirectly, 414,395 Intapp common shares are held by the Coleman Family Trust, where he and his spouse are trustees and sole beneficiaries, and 150,000 shares are held by Gambatte LLC, an entity controlled by and for the sole benefit of that family trust.

How were performance share units treated in Donald F. Coleman’s Intapp equity awards?

Shares of Intapp common stock reported include amounts earned from performance share units, certified by the audit committee on February 19, 2026, based on achievement of performance conditions. These earned shares remained subject to service-based vesting that lapsed on February 20, 2026.