MORTON DAVID H JR 4
4 · Intapp, Inc. · Filed Feb 20, 2026
Research Summary
AI-generated summary of this filing
Intapp (INTA) CFO Morton Receives Award, Exercises Derivatives
What Happened
- David H. Morton Jr., Chief Financial Officer of Intapp, received equity awards and converted/ exercised derivative awards that resulted in the acquisition of common stock. On Feb 19, 2026 he was credited with awards of 46,428 shares and 100,000 performance/derivative units (certified earned). On Feb 20, 2026 conversions/exercises of derivative instruments generated an additional 15,995 shares (4,548; 2,749; 8,698). To satisfy tax withholding/ exercise-related obligations, 25,432 shares were surrendered at $22.16 per share (cash value reported = $563,573). Grant and exercise lines show $0 per-share because these were awards/vests and conversions, not open-market purchases.
Key Details
- Transaction dates: awards reported Feb 19, 2026; conversions/exercises and tax withholding reported Feb 20, 2026.
- Reported prices: grants/exercises reported at $0.00 (award/vesting/conversion); tax-withheld shares reported at $22.16 each (25,432 shares; $563,573).
- Net shares issued before/after withholding: ~162,423 shares were issued/converted in total; 25,432 were withheld for taxes, leaving a net increase of roughly 136,991 shares to Morton (based on the provided items).
- Footnotes: the 100,000 shares were performance share units certified by the audit committee (F1); some entries reflect RSU vesting (F3/F5) and shares withheld for taxes on vesting (F4).
- Filing timeliness: filing date 2026-02-20 covering transactions on Feb 19–20, 2026; no late filing indicator provided.
Context
- Transaction codes: A = award/grant, M = exercise/conversion of derivative (e.g., PSUs/RSUs into common stock), F = shares withheld/used to pay tax liability or exercise price.
- This was not an open-market sale or purchase — it reflects vesting/ certification of performance awards and conversion of derivative awards, with a cashless-style withholding of shares to cover taxes. Such filings commonly reflect routine compensation vesting rather than a directional buy/sell signal.
Insider Transaction Report
Form 4
Intapp, Inc.INTA
MORTON DAVID H JR
Chief Financial Officer
Transactions
- Award
Common Stock
[F1][F2]2026-02-19+46,428→ 90,462 total - Exercise/Conversion
Common Stock
[F3]2026-02-20+4,548→ 95,010 total - Exercise/Conversion
Common Stock
[F3]2026-02-20+2,749→ 97,759 total - Exercise/Conversion
Common Stock
[F3]2026-02-20+8,698→ 106,457 total - Tax Payment
Common Stock
[F4]2026-02-20$22.16/sh−25,432$563,573→ 81,025 total - Award
Restricted Share Units
[F5][F6]2026-02-19+100,000→ 100,000 total→ Common Stock (100,000 underlying) - Exercise/Conversion
Restricted Share Units
[F7][F3][F8]2026-02-20−4,548→ 27,311 total→ Common Stock (4,548 underlying) - Exercise/Conversion
Restricted Share Units
[F7][F3][F9]2026-02-20−2,749→ 27,503 total→ Common Stock (2,749 underlying) - Exercise/Conversion
Restricted Share Units
[F7][F3][F10]2026-02-20−8,698→ 60,891 total→ Common Stock (8,698 underlying)
Footnotes (10)
- [F1]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.
- [F10]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.
- [F2]Includes 269 shares purchased at a price of $36.278 pursuant to the Intapp, Inc. 2021 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of June 1, 2025, through November 30, 2025. In accordance with the ESPP, these shares were purchased in a transaction exempt under Rule 16b-3(c) at a price equal to 85% of the lower of the closing price of Issuer common stock on the offering date or purchase date.
- [F3]The reported transaction involved a restricted share unit ("RSU") vesting on February 20, 2026.
- [F4]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.
- [F5]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.
- [F6]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.
- [F7]Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock.
- [F8]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.
- [F9]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.
Signature
/s/ Brian Grube, Attorney-in-Fact|2026-02-20