Welcome to our dedicated page for Intapp SEC filings (Ticker: INTA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Intapp, Inc. filings document regulatory disclosures for a Nasdaq-listed software company whose common stock trades under INTA. Recent Form 8-K reports furnish quarterly and fiscal-year financial results, including SaaS revenue, cloud annual recurring revenue, and related operating commentary.
The company’s SEC records also cover Regulation FD disclosures for common stock repurchase authorizations, annual meeting results, and proxy governance matters. Its definitive proxy materials address board elections, auditor ratification, stockholder voting procedures, executive and director governance disclosures, and other matters submitted to holders of Intapp common stock.
Intapp reported strong fiscal Q3 2026 growth driven by cloud subscriptions but remained GAAP unprofitable. SaaS revenue reached $107.9 million, up 27% year-over-year, and total revenue was $146.0 million, up 13%. Cloud ARR climbed to $459.3 million, a 31% increase, within total ARR of $559.9 million, and cloud net revenue retention was 123%, showing substantial expansion from existing clients.
GAAP operating loss widened to $(14.2) million and GAAP net loss to $(15.5) million, but non-GAAP operating income improved to $25.7 million and non-GAAP net income to $23.7 million, or $0.29 per diluted share. Intapp generated $100.6 million of operating cash in the first nine months and free cash flow of $98.8 million, while repurchasing 7.3 million shares for $250.1 million. The company guided fiscal Q4 SaaS revenue to $113.1–$114.1 million and full-year SaaS revenue to $421.0–$422.0 million, with full-year non-GAAP diluted EPS of $1.22–$1.24.
Intapp Inc ownership update: The Vanguard Group filed Amendment No. 3 to a Schedule 13G/A reporting zero shares beneficially owned of Intapp common stock. The filing explains an internal realignment effective January 12, 2026, under SEC Release No. 34-39538 that caused disaggregated reporting by Vanguard subsidiaries.
The filing is signed by Ashley Grim, Head of Global Fund Administration, and lists Vanguard's address in Malvern, Pennsylvania. The submission states no single outside person holds more than 5% of the class.
Intapp, Inc. Chief Marketing Officer Dustin de Forest received a grant of 90,000 restricted share units (RSUs), each representing one share of common stock, under the 2021 Omnibus Incentive Plan. The RSUs vest 12.5% on May 20, 2026, then in seven equal quarterly installments, subject to continued employment.
Separately, 4,863 RSUs vested on February 20, 2026 and were converted into common stock. Of these, 1,482 shares of common stock were withheld at $22.16 per share to cover tax obligations, leaving 5,156 common shares held directly after the transactions.
Intapp, Inc.’s Chief People & Places Officer, Michele Murgel, reported multiple equity transactions. On February 19, 2026, she received 85,000 restricted share units (RSUs) and a grant of 19,002 shares of common stock under the 2021 Omnibus Incentive Plan. Each RSU represents a contingent right to one share of common stock, vesting over time subject to continued employment.
On February 20, 2026, performance share units and RSUs vested, leading to the conversion of RSUs into common stock. In connection with this vesting, 8,850 shares of common stock were disposed of at $22.16 per share to satisfy tax withholding obligations. After these transactions, Murgel continued to hold a substantial number of shares directly.
Intapp, Inc.’s Chief Financial Officer David H. Morton Jr. reported multiple equity compensation transactions. On February 19, 2026, he received a grant of 100,000 restricted share units (RSUs), which vest starting May 20, 2026 in quarterly installments, and an award of 46,428 shares of common stock. On February 20, 2026, previously granted performance share units and RSUs vested, converting into several blocks of common stock, and 25,432 shares of common stock were withheld to cover tax obligations. After these transactions, he directly held 81,025 shares of common stock and 100,000 RSUs.
Intapp, Inc. Chief Product Officer Thad Jampol reported equity compensation and related tax withholding transactions. On February 19, 2026, he received awards of 120,000 restricted share units and 24,128 shares of common stock at no cost under Intapp’s 2021 Omnibus Incentive Plan. On February 20, 2026, additional RSUs vested and were converted into 3,257 and 1,974 common shares, and 10,973 shares of common stock were withheld at $22.16 per share to cover taxes. The filing also notes 34,972 shares of common stock held indirectly by his spouse, for which he disclaims beneficial ownership.
Intapp, Inc. President, Industries David Benjamin Harrison reported multiple equity award transactions. On February 19, 2026, he received a grant of 90,000 restricted share units (RSUs), each representing one share of Intapp common stock, and a separate award of 22,393 shares of common stock, all under the 2021 Omnibus Incentive Plan.
On February 20, 2026, performance-based and time-based RSUs vested, leading to the acquisition of common stock through derivative exercises, while 10,204 shares of common stock were withheld at $22.16 per share to cover tax obligations. After these transactions, Harrison directly owned 18,507 shares of common stock, with additional RSUs scheduled to vest over time, subject to continued employment.
Intapp, Inc. director and Chief Executive Officer John T. Hall reported multiple equity award transactions. He received a grant of 220,000 Restricted Share Units (RSUs), each representing a contingent right to one share of Intapp common stock, and a separate award of 64,684 shares of common stock. Previously granted performance share units and RSUs vested, resulting in 8,605 and 5,948 RSUs converting into the same number of common shares after performance and service conditions were met. To satisfy tax obligations upon these vestings, 40,836 shares of common stock were withheld at a price of $22.16 per share. After these transactions, Hall continued to hold several million shares of Intapp common stock directly.
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.
Intapp, Inc. CEO John T. Hall reported exercising employee stock options to acquire common stock. On February 6, 2026, he exercised options for 50,000 shares of common stock at $7.45 per share, bringing his directly owned common stock to 5,789,808 shares.
On February 9, 2026, he exercised additional options for 25,000 shares of common stock at $7.45 per share, increasing his direct common stock holdings to 5,814,808 shares. After these transactions, he also held 188,000 and then 163,000 employee stock options, which the filing notes are fully vested and exercisable.