Welcome to our dedicated page for Intapp SEC filings (Ticker: INTA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Intapp, Inc. filings document regulatory disclosures for a Nasdaq-listed software company whose common stock trades under INTA. Recent Form 8-K reports furnish quarterly and fiscal-year financial results, including SaaS revenue, cloud annual recurring revenue, and related operating commentary.
The company’s SEC records also cover Regulation FD disclosures for common stock repurchase authorizations, annual meeting results, and proxy governance matters. Its definitive proxy materials address board elections, auditor ratification, stockholder voting procedures, executive and director governance disclosures, and other matters submitted to holders of Intapp common stock.
Intapp, Inc.’s Chief Marketing Officer Dustin de Forest reported routine equity compensation activity tied to restricted share units (RSUs) vesting on May 20, 2026. A total of 16,112 RSUs converted into common stock, reflecting previously granted awards.
To cover tax obligations on this vesting, 3,924 shares of common stock were withheld at $20.50 per share, classified as a tax-withholding disposition rather than an open-market sale. Following these transactions, one common stock line item shows de Forest directly holding 17,344 shares
The filing also shows remaining RSU balances of 78,750 and 63,213 units that have vested and will vest over time, subject to continued employment, with scheduled installments beginning November 20, 2025 and May 20, 2026 and continuing in regular quarterly tranches.
Intapp, Inc.’s Chief People & Places Officer Michele Murgel reported routine equity compensation activity. On May 19–20, 2026 she received common stock from vested performance share units and restricted share units, plus a 7,421-share grant. The company withheld 8,073 shares at $20.50 per share to cover tax obligations, with no open-market buying or selling.
Intapp, Inc.’s Chief Financial Officer David H. Morton Jr. reported equity compensation activity rather than open-market trading. On May 19–20, 2026, he received an award of 18,369 shares of common stock and had performance-based and time-based restricted share units (RSUs) vest.
These vestings resulted in the exercise or conversion of 28,496 RSUs into an equal number of common shares, consistent with the plan’s terms that each RSU equals one share. To cover related tax obligations, 23,851 shares of common stock were withheld at $20.50 per share. The filing describes service-based vesting schedules tied to the Intapp, Inc. 2021 Omnibus Incentive Plan and indicates these are routine compensation-driven events.
Intapp, Inc. Chief Product Officer Thad Jampol reported equity compensation activity tied to performance share units and restricted share units. On May 20, 2026, RSUs covering 15,000 shares of common stock vested and were converted into shares, with additional smaller RSU tranches of 1,974 and 3,257 shares also exercised. To cover tax obligations on these vestings, 12,606 shares of common stock were withheld at $20.50 per share, which is a tax-withholding disposition rather than an open-market sale. Following these transactions, one line shows Jampol holding 933,539 shares of Intapp common stock directly, plus 34,972 shares held indirectly by his spouse, for which he disclaims beneficial ownership.
Intapp, Inc. executive David Benjamin Harrison reported primarily compensation-related equity activity. On May 19, 2026, he received 8,929 shares of common stock as a grant. On May 20, 2026, performance share units and restricted share units vested and were converted into common stock under Intapp’s 2021 Omnibus Incentive Plan.
In connection with these vestings, 9,740 shares of common stock were withheld at $20.50 per share to cover tax obligations. Following these transactions, Harrison directly held 33,586 shares of Intapp common stock. The filing reflects routine equity compensation vesting and related tax withholding rather than open-market buying or selling.
Intapp, Inc. Chief Executive Officer John T. Hall reported equity compensation activity, not open-market trading. He received 25,696 shares of common stock based on earned performance share units under Intapp’s 2021 Omnibus Incentive Plan, with service-based vesting completed on May 20, 2026.
On the same date, restricted share units converted into 42,052 shares of common stock, while 34,475 shares were withheld at $20.50 per share to cover tax obligations on the vesting. Following these transactions, Hall directly owns 5,920,957 shares of Intapp common stock.
Intapp, Inc.’s Chief Operating Officer Donald F. Coleman reported routine equity compensation activity. On May 20, 2026, he exercised restricted share units into common stock and had 10,401 shares of common stock withheld at $20.50 per share to cover taxes, which is not an open‑market sale. The filing also shows 9,389 shares of common stock granted on May 19, 2026 as an award, and multiple RSU vestings tied to prior performance and continued employment under the Intapp, Inc. 2021 Omnibus Incentive Plan. Indirect holdings are reported through the Coleman Family Trust and Gambatte LLC.
Intapp, Inc. registered 23,176,442 shares of its common stock for resale by selling securityholders on a Form S-3 shelf, to be sold from time to time after the effective date. The prospectus states the company will not receive proceeds from sales by those selling securityholders.
Shares outstanding were 76,985,826 as of April 30, 2026, and the prospectus lists possible distribution methods including underwriters, dealers, agents, at-the-market programs and direct sales. The prospectus supplements will set final terms for any offering.
INTAPP INC ownership disclosure: FMR LLC reported beneficial ownership of 4,391,829.69 shares of Intapp Inc common stock, representing 5.5% of the class, with sole dispositive power of 4,391,829.69 shares and sole voting power of 4,370,617.
The filing is a Schedule 13G reporting holdings and includes Exhibit 99 and a power of attorney reference.
Intapp, Inc. reported strong top-line growth but higher losses for the quarter ended March 31, 2026. Total revenue rose to $146.0 million from $129.1 million, driven by a 27% increase in SaaS revenue to $107.9 million as more clients adopted its cloud platform and existing clients expanded usage. License revenue declined as firms continued migrating to SaaS.
Despite a 76% gross margin, higher research and development, sales and marketing, and restructuring expenses pushed operating loss to $14.2 million, with net loss widening to $15.5 million, or $0.20 per share, compared with a $3.0 million loss a year earlier. For the first nine months, revenue reached $425.3 million while net loss was $35.8 million.
The company emphasized recurring revenue strength: ARR reached $559.9 million, up 23%, with cloud ARR at $459.3 million (82% of ARR) and cloud net revenue retention at 123%. Remaining performance obligations totaled $791.4 million, indicating significant contracted revenue yet to be recognized.
Intapp generated $100.6 million of operating cash flow in the first nine months, even as cash and cash equivalents declined to $146.8 million from $313.1 million, largely due to $250.1 million of share repurchases that reduced shares outstanding to 76.9 million. The company also recorded $4.5 million of restructuring costs, mainly tied to its Netherlands Restructuring Plan, and continues to invest heavily in AI-powered vertical SaaS solutions.