Intapp (INTA) Proxy filing summary

Executive summary

• 2026 annual meeting scheduled for Nov. 17 at 10:00 a.m. Pacific, online only; record date Sept. 22, with 76,694,785 common shares outstanding.

• FY26 total revenue was $577.8M, up 15% YoY; SaaS revenue was $422.8M, up 27%; non-GAAP operating income was $108.6M versus $75.6M in FY25.

• Cloud ARR reached $495.7M, up 29% YoY; total ARR was $590.5M, up 22%; cloud net revenue retention was 123% at June 30, 2026.

Voting matters and shareholder proposals

• Board recommends FOR Martin Fichtner and John Hall, Deloitte & Touche LLP ratification for FY ending June 30, 2027, and advisory approval of FY26 named executive compensation.

• Fichtner and Hall are nominated for Class III terms through the 2029 annual meeting; the two nominees receiving the most FOR votes are elected.

• Auditor ratification and say-on-pay each require a majority of voting power present or represented and entitled to vote; abstentions count AGAINST.

• Stockholder proposals for the 2027 meeting must be submitted by June 8, 2027 for proxy inclusion; advance-notice window is July 20–Aug. 19, 2027.

Board of directors and corporate governance

• Board has eight directors across three staggered classes; six directors are independent. John Hall combines CEO and Board Chair roles.

• Board met six times in FY26; every director attended at least 75% of applicable Board and committee meetings. All eight then-serving directors attended the 2025 annual meeting.

• Audit, Compensation, and Nominating and Corporate Governance committees each conducted five meetings in FY26; all three committees completed annual self-assessments in 2026.

• Board ownership guidelines adopted June 2025 require each director to hold shares worth at least 5x the annual Board cash retainer, with five years to comply.