Coleman Donald F. 4
4 · Intapp, Inc. · Filed Feb 20, 2026
Research Summary
AI-generated summary of this filing
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).
Insider Transaction Report
Form 4
Intapp, Inc.INTA
Coleman Donald F.
Chief Operating Officer
Transactions
- Award
Common Stock
[F1]2026-02-19+23,658→ 521,271 total - Exercise/Conversion
Common Stock
[F2]2026-02-20+3,132→ 524,403 total - Exercise/Conversion
Common Stock
[F2]2026-02-20+1,899→ 526,302 total - Tax Payment
Common Stock
[F3]2026-02-20$22.16/sh−10,733$237,843→ 515,569 total - Award
Restricted Share Units
[F6][F7]2026-02-19+90,000→ 90,000 total→ Common Stock (90,000 underlying) - Exercise/Conversion
Restricted Share Units
[F8][F2][F9]2026-02-20−3,132→ 18,808 total→ Common Stock (3,132 underlying) - Exercise/Conversion
Restricted Share Units
[F8][F2][F10]2026-02-20−1,899→ 19,002 total→ Common Stock (1,899 underlying)
Holdings
- 414,395(indirect: By Trust)
Common Stock
[F4] - 150,000(indirect: By LLC)
Common Stock
[F5]
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 8.33% of the shares on November 20, 2025, and in 11 equal quarterly installments thereafter.
- [F2]The reported transaction involved a restricted share unit ("RSU") vesting on February 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]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.
- [F7]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.
- [F8]Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock.
- [F9]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.
Signature
/s/ Brian Grube, Attorney-in-Fact|2026-02-20