SEC Form 4 · accession 0001565687-26-000091
Intapp, Inc. · INTA
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
David H Morton Jr.
Officer — Chief Financial Officer
Period of report
Aug 19, 2026
Accepted (ET)
Aug 21, 2026 · 4:17 pm EDT
Rule 10b5-1 plan
box not checked
Issuer CIK
0001565687
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common StockF1 | Aug 19, 2026 | A | 64,523 | $0.00 | A | 148,913 | D | |
| Common Stock | Aug 20, 2026 | M | 8,698 | $0.00 | A | 157,611 | D | |
| Common Stock | Aug 20, 2026 | M | 4,548 | $0.00 | A | 162,159 | D | |
| Common Stock | Aug 20, 2026 | M | 2,749 | $0.00 | A | 164,908 | D | |
| Common Stock | Aug 20, 2026 | M | 12,500 | $0.00 | A | 177,408 | D | |
| Common Stock | Aug 20, 2026 | F | 47,334 | $40.09 | D | 130,074 | D |
Table II — derivative securities
| Security | Conv. / exercise price | Date | Code | Shares | A/D | Exercisable | Expires | Underlying | Underlying shares | Owned after | D/I |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Restricted Share UnitsF4,F5 | — | Aug 19, 2026 | A | 60,300 | A | — | — | Common Stock | 60,300 | 60,300 | D |
| Restricted Share UnitsF6,F7 | — | Aug 20, 2026 | M | 8,698 | D | — | — | Common Stock | 8,698 | 43,494 | D |
| Restricted Share UnitsF6,F8 | — | Aug 20, 2026 | M | 4,548 | D | — | — | Common Stock | 4,548 | 18,215 | D |
| Restricted Share UnitsF6,F9 | — | Aug 20, 2026 | M | 2,749 | D | — | — | Common Stock | 2,749 | 22,005 | D |
| Restricted Share UnitsF6,F10 | — | Aug 20, 2026 | M | 12,500 | D | — | — | Common Stock | 12,500 | 75,000 | D |
Explanation of responses
- F1The 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.
- F10The 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.
- F2The reported transaction involved a restricted share unit ("RSU") vesting on August 20, 2026.
- F3Shares 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.
- F4The 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.
- F5The RSUs vest, subject to continued employment, as to 8.33% of the shares on November 20, 2026, and in 11 equal quarterly installments thereafter.
- F6Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock.
- F7The 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.
- F8The 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.
- F9The 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.