MORTON DAVID H JR 4

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.