Coleman Donald F. 4
4 · Intapp, Inc. · Filed May 21, 2026
Research Summary
AI-generated summary of this filing
Intapp (INTA) COO Donald Coleman Exercises/Settles Awards, Shares Withheld
What Happened Donald F. Coleman, Chief Operating Officer of Intapp, had performance share units and restricted stock units vest in mid‑May 2026. The filing shows an award of 9,389 shares (certified May 19) and multiple conversions/exercises of derivative awards on May 20 that resulted in common shares being issued. To cover tax withholding on the vesting, 10,401 shares were surrendered at $20.50 per share, yielding $213,221. Several conversion/exercise entries are reported as acquisitions and corresponding dispositions of derivative interests (i.e., settlement of RSUs/PSUs).
Key Details
- Transaction dates: awards certified May 19, 2026; vesting/conversions occurred May 20, 2026; Form 4 filed May 21, 2026 (timely).
- Tax withholding: 10,401 shares withheld at $20.50 = $213,221 (code F).
- Reported award/vest amounts: 9,389 shares (award), plus multiple conversions/exercises of 3,133; 1,899; and 11,250 share tranches (codes M/A).
- Shares owned after transaction: not specified in the provided summary of the filing.
- Notable footnotes: awards were performance share units certified by the audit committee (F1); RSU vesting on May 20, 2026 (F2); shares withheld for taxes on vesting (F3); some shares are held by the Coleman Family Trust and Gambatte LLC (F4, F5). RSU vesting schedules/details noted in F6–F9.
- Transaction codes explained: A = award/grant, M = exercise/conversion of derivative (RSU/PSU settlement), F = shares withheld for taxes.
Context These entries reflect compensation-related vesting and the routine cashless-like settlement to cover tax obligations rather than an open-market sale or purchase intended as a market signal. The multiple M entries represent conversion/settlement of derivative awards (RSUs/PSUs) into common stock, with a portion withheld to pay taxes. For retail investors, such vesting events are common for executives and do not, by themselves, imply a change in the insider's view of the company's prospects.
Insider Transaction Report
- Award
Common Stock
[F1]2026-05-19+9,389→ 524,958 total - Exercise/Conversion
Common Stock
[F2]2026-05-20+3,133→ 528,091 total - Exercise/Conversion
Common Stock
[F2]2026-05-20+1,899→ 529,990 total - Exercise/Conversion
Common Stock
[F2]2026-05-20+11,250→ 541,240 total - Tax Payment
Common Stock
[F3]2026-05-20$20.50/sh−10,401$213,221→ 530,839 total - Exercise/Conversion
Restricted Share Units
[F6][F2][F7]2026-05-20−3,133→ 15,675 total→ Common Stock (3,133 underlying) - Exercise/Conversion
Restricted Share Units
[F6][F2][F8]2026-05-20−1,899→ 17,103 total→ Common Stock (1,899 underlying) - Exercise/Conversion
Restricted Share Units
[F6][F2][F9]2026-05-20−11,250→ 78,750 total→ Common Stock (11,250 underlying)
- 414,395(indirect: By Trust)
Common Stock
[F4] - 150,000(indirect: By LLC)
Common Stock
[F5]
Footnotes (9)
- [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 May 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 May 20, 2026.
- [F2]The reported transaction involved a restricted share unit ("RSU") vesting on May 20, 2026.
- [F3]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.
- [F4]Shares held by the Coleman Family Trust, of which the reporting person and his spouse are trustees and sole beneficiaries.
- [F5]Shares held by Gambatte LLC, an entity controlled by and for the sole benefit of the Coleman Family Trust.
- [F6]Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock.
- [F7]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.
- [F8]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.
- [F9]The 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.