Form 4: Intapp COO Coleman Boosts Direct Stake via RSU Vesting

Intapp's Chief Operating Officer, Donald F. Coleman, increased his direct beneficial ownership of common stock through the vesting of performance share units and restricted share units, while also selling shares for tax obligations.

Summary

• Donald F. Coleman, Chief Operating Officer of Intapp, Inc. (INTA), reported changes in his beneficial ownership of company common stock.
• On November 19, 2025, Coleman acquired 9,389 shares of common stock at $0, earned from performance share units based on the achievement of applicable performance conditions.
• On November 20, 2025, he acquired an additional 3,132 shares and 1,899 shares of common stock, both at $0, due to the vesting of restricted share units (RSUs).
• Concurrently, on November 20, 2025, 7,327 shares of Intapp common stock were disposed of at a price of $40.57 per share to cover tax withholding obligations related to the vesting of performance share units and RSUs.
• Following these transactions, Coleman directly beneficially owns 449,154 shares of common stock.
• He also indirectly owns 414,395 shares through the Coleman Family Trust and 150,000 shares through Gambatte LLC.
• Remaining derivative securities include 21,940 and 20,901 Restricted Share Units (RSUs) directly owned.

Sentiment

Score: 6

Explanation: The filing indicates routine equity compensation vesting and associated tax withholding. The earning of performance shares is a positive signal of goal achievement, while the tax sale is a neutral, expected event. Overall, it's slightly positive due to the increase in direct beneficial ownership from earned/vested shares.

Positives

• Chief Operating Officer Donald F. Coleman earned 9,389 shares from performance share units, indicating the achievement of applicable performance conditions.
• An additional 5,031 shares (3,132 + 1,899) were acquired through the vesting of restricted share units, increasing direct beneficial ownership.
• The transactions demonstrate continued alignment of management's interests with shareholders through equity compensation.

Negatives

• 7,327 shares of common stock were sold at $40.57 per share to cover tax withholding obligations, reducing direct beneficial ownership.

Future Outlook

Certain Restricted Share Units (RSUs) are scheduled to vest in future installments, with some beginning on November 20, 2024, and others on November 20, 2025, subject to continued employment.

Industry Context

This filing represents a routine insider transaction related to equity compensation, common across publicly traded companies, particularly in the technology sector, to align executive incentives with shareholder value.

Related Party Transactions

• Indirect beneficial ownership of 414,395 shares through the Coleman Family Trust, of which the reporting person and spouse are trustees and sole beneficiaries.
• Indirect beneficial ownership of 150,000 shares through Gambatte LLC, an entity controlled by and for the sole benefit of the Coleman Family Trust.

Stakeholder Impact

• Shareholders: The increase in direct beneficial ownership by a key executive (COO) through equity compensation vesting generally aligns management's interests with shareholders, potentially signaling confidence. The tax-related sale is a routine event and not indicative of a change in sentiment.
• Employees: The vesting of equity awards is a standard compensation practice that can motivate and retain key personnel.

Next Steps

• Continued vesting of remaining Restricted Share Units (RSUs) in quarterly installments, subject to continued employment.

Key Dates

Keywords

Intapp, INTA, Form 4, Insider Transaction, Beneficial Ownership, Restricted Share Units, Performance Share Units, Equity Compensation, Chief Operating Officer, Stock Vesting, Tax Withholding