David H. Morton Jr., Chief Financial Officer of Intapp, Inc. (NASDAQ:INTA), filed a Form 4 on August 21, 2026, reporting a series of equity transactions dated August 19-20, 2026, including the earning of performance share units, the vesting of restricted share units, a new RSU grant, and share withholding for taxes.

Key Highlights

  • Performance share units earned: 64,523 shares of common stock were earned at $0, certified by the audit committee on August 19, 2026, based on achievement of applicable performance conditions.
  • RSU vesting: Four separate RSU tranches vested on August 20, 2026, adding 8,698, 4,548, 2,749, and 12,500 shares, all at $0, to Morton's holdings.
  • New RSU grant: Morton received a grant of 60,300 RSUs on August 19, 2026, under the Intapp, Inc. 2021 Omnibus Incentive Plan, vesting beginning November 20, 2026.
  • Shares withheld for taxes: 47,334 shares were withheld at $40.09 per share on August 20, 2026, to cover taxes on vesting of performance share units and RSUs.
  • Resulting direct ownership: Morton directly held 130,074 shares of common stock following all reported transactions.

Intapp CFO Morton's Equity Activity: PSU Certification, RSU Vesting, and New Grant

According to the filing, on August 19, 2026, the audit committee of Intapp's board of directors certified the earning of 64,523 shares of common stock by Morton in respect of performance share units granted under the Intapp, Inc. 2021 Omnibus Incentive Plan. The filing states these earned shares "are subject to service-based vesting requirements that lapsed on August 20, 2026." The acquisition was recorded at $0 per share, bringing Morton's directly held shares to 148,913 at that point.

On August 20, 2026, four RSU tranches vested, adding 8,698, 4,548, 2,749, and 12,500 shares of common stock, each at $0, also under the 2021 Omnibus Incentive Plan. On the same date, 47,334 shares were withheld at a price of $40.09 per share to cover tax obligations arising from the vesting of the performance share units and RSUs, as disclosed in the filing. After all transactions, Morton's direct beneficial ownership stood at 130,074 shares of common stock.

Separately, on August 19, 2026, Morton received a new grant of 60,300 RSUs, each representing a contingent right to receive one share of Intapp common stock. According to the filing, these RSUs vest, subject to continued employment, as to 8.33% of the shares on November 20, 2026, and in 11 equal quarterly installments thereafter. Following all reported derivative security transactions, Morton held 60,300 RSUs from the new grant, plus remaining balances in previously granted RSU awards, directly.

What Was Disclosed

The filing disclosed equity transactions for Intapp CFO David H. Morton Jr. between August 19-20, 2026, covering performance share unit certification, RSU vesting across four grants, a new RSU award of 60,300 units, and tax-related share withholding of 47,334 shares at $40.09.