Coleman Donald F. 4
Research Summary
AI-generated summary
Intapp (INTA) COO Donald Coleman Receives Awards, Sells 10,733 Shares
What Happened Donald F. Coleman, Chief Operating Officer of Intapp, reported a mix of awards, derivatives conversions, and a tax-withholding disposition. On Feb 19, 2026 he was credited 23,658 shares tied to performance share units (certified by the audit committee) and received a grant of 90,000 RSUs. On Feb 20, 2026 he converted/exercised derivative awards (3,132 and 1,899 shares) and 10,733 shares were disposed/withheld at $22.16 per share to satisfy tax withholding obligations (proceeds ≈ $237,843).
Key Details
- Transaction dates: cert./grant 2026-02-19; exercises/conversions and tax withholding 2026-02-20. Filing date: 2026-02-20. No late filing indicated.
- Prices/values: tax-withheld shares disposed at $22.16 each for total ≈ $237,843. Awards and conversions were reported at $0.00 (typical for RSU/PSU issuances).
- Shares reported: 23,658 earned performance-share shares (F1); grant of 90,000 RSUs (F6); conversions/exercises of 3,132 and 1,899 derivative shares (M); 10,733 shares withheld/ disposed to cover taxes (F3/F).
- Footnotes of note:
- F1: 23,658 PSUs certified Feb 19, 2026; service-based vesting lapsed Feb 20, 2026.
- F2/F3/F6–F10: multiple RSU grants/vest schedules and confirmation that some RSUs vested on Feb 20, 2026 and others vest over future quarterly schedules.
- F4/F5: certain shares are held in the Coleman Family Trust and Gambatte LLC (entities related to the reporting person).
- Shares owned after transaction: not specified in the provided filing details.
Context
- What "M" and "F" mean here: M = exercise/conversion of a derivative award (e.g., RSU/PSU conversion to common shares); F = shares withheld/sold to satisfy tax liabilities (a routine, non-discretionary disposition). This appears to be a standard tax-withholding/cashless exercise outcome rather than an open-market, discretionary sale.
- For retail investors: awards and exercises are often part of compensation and do not necessarily signal a change in insider conviction; the only cash flow reported here is the 10.7k-share withholding to cover taxes ($237.8k).