INTA CFO Sells Shares Under 10b5-1 Plans at ~$41鈥�$43; Ownership 36,855

Q: Were the sales pre-planned or ad hoc?

The filing indicates sales were executed pursuant to 10b5-1 plans adopted on May 14, 2025 and September 3, 2024, indicating pre-established trading plans.

[Form 4] Intapp, Inc. Insider Trading Activity

Filing Impact

(High)

Filing Sentiment

(Negative)

Form Type

Rhea-AI Filing Summary

Intapp, Inc. (INTA) Chief Financial Officer David H. Morton Jr. reported multiple open-market sales of the company's common stock executed under pre-established 10b5-1 trading plans. The filings show a sequence of sales on August 21 and 22, 2025, at weighted-average prices in the low $40s per share, with the reporting person's beneficial ownership shown as 36,855 shares following the transactions.

The explanatory notes state the sales were to satisfy tax liabilities arising from the vesting of performance share units and restricted share units granted under the 2021 Omnibus Incentive Plan, and that some sales were executed under a 10b5-1 plan adopted May 14, 2025 and another adopted September 3, 2024.

Positive

Sales were executed under documented 10b5-1 trading plans, indicating pre-established, rule-compliant transactions.
Filing discloses transaction prices and post-sale beneficial ownership (36,855 shares), providing transparent disclosure to investors.

Negative

Reporting person disposed of multiple blocks of shares on August 21鈥�22, 2025, reducing beneficial ownership materially from prior reported levels to 36,855 shares.
Sales were executed at market prices in the low $40s, which could modestly increase available float during the sale periods.

Insights

TL;DR: Routine insider tax-sales under documented 10b5-1 plans; transparent reporting, no new governance issues disclosed.

The Form 4 details multiple share disposals by the CFO to cover tax obligations tied to vested equity awards, with clear footnotes explaining use of 10b5-1 plans adopted May 14, 2025 and September 3, 2024. This is standard practice and the filing includes weighted-average prices and post-transaction beneficial ownership. From a governance perspective, the filing demonstrates procedural compliance and appropriate disclosure; it does not disclose any change in role, control, or extraordinary corporate action.

TL;DR: Multiple small-to-moderate insider sales executed at ~$41鈥�$43 per share; transaction motive disclosed as tax withholding.

The reported sales occurred across August 21鈥�22, 2025, at weighted-average prices reported between approximately $40.98 and $43.14 per grouped transaction. The filing attributes sales to tax liabilities from vested performance share units and restricted share units under the 2021 Omnibus Incentive Plan. The reported post-sale beneficial ownership is 36,855 shares. These are routine insider liquidity events with explicit pricing ranges provided for each grouped trade.

08/25/2025 - 04:14 PM

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

MORTON DAVID H JR

(Last)

(First)

(Middle)

C/O INTAPP, INC

3101 PARK BLVD

(Street)

PALO ALTO

94306

(City)

(State)

(Zip)

2. Issuer Name and Ticker or Trading Symbol
Intapp, Inc. [ INTA ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	Chief Financial Officer

3. Date of Earliest Transaction (Month/Day/Year)
08/21/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	08/21/2025		S⁽¹⁾		26	D	$40.975⁽²⁾	51,597	D
Common Stock	08/21/2025		S⁽¹⁾		4,495	D	$41.7969⁽²⁾	47,102	D
Common Stock	08/21/2025		S⁽¹⁾		247	D	$42.0239⁽²⁾	46,855	D
Common Stock	08/22/2025		S⁽³⁾		200	D	$41.86⁽²⁾	46,655	D
Common Stock	08/22/2025		S⁽³⁾		4,767	D	$42.795⁽²⁾	41,888	D
Common Stock	08/22/2025		S⁽³⁾		5,033	D	$43.1363⁽²⁾	36,855	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

1. Shares of Intapp, Inc.'s (the "Company") common stock sold for tax liability incurred upon the vesting of performance share units and restricted share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Shares were sold pursuant to a 10b5-1 plan put in place by the Company on May 14, 2025.

2. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $40.975: $40.97 to $40.99, inclusive, (b) with respect to the weighted average price of $41.7969: $41.10 to $41.991, inclusive, (c) with respect to the weighted average price of $41.86: $41.75 to $41.97, inclusive, (d) with respect to the weighted average price of $42.0239: $42.00 to $42.115, inclusive, (e) with respect to the weighted average price of $42.795: $42.02 to $42.99, inclusive, and (f) with respect to the weighted average price of $43.1363: $43.00 to $43.50, inclusive. The reporting person undertakes to provide to Intapp, Inc., any security holder of Intapp, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2).

3. The sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 3, 2024.

	/s/ Brian Grube, Attorney-in-Fact	08/25/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source:

FAQ

What did Intapp (INTA) CFO David H. Morton Jr. report on his Form 4?

The Form 4 reports multiple sales of Intapp common stock on August 21鈥�22, 2025 executed under 10b5-1 plans to satisfy tax liabilities from vested equity awards.

Why were the shares sold according to the filing?

The explanatory notes state the shares were sold to satisfy tax liabilities arising from vesting of performance share units and restricted share units under the 2021 Omnibus Incentive Plan.

What prices were the shares sold at in the Form 4?

The filing reports weighted-average prices for grouped transactions ranging roughly from $40.97 to $43.14 per share, with detailed price ranges provided in the footnotes.

Were the sales pre-planned or ad hoc?

The filing indicates sales were executed pursuant to 10b5-1 plans adopted on May 14, 2025 and September 3, 2024, indicating pre-established trading plans.

How many shares does the reporting person own after these transactions?

The Form 4 shows the reporting person's beneficial ownership as 36,855 shares following the reported sales.

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[Form 4] Intapp, Inc. Insider Trading Activity

Insights

FAQ

What did Intapp (INTA) CFO David H. Morton Jr. report on his Form 4?

Why were the shares sold according to the filing?

What prices were the shares sold at in the Form 4?

Were the sales pre-planned or ad hoc?

How many shares does the reporting person own after these transactions?

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[Form 4] Intapp, Inc. Insider Trading Activity

Insights

Corporate Governance Expert neutral

Securities Analyst neutral

FAQ

What did Intapp (INTA) CFO David H. Morton Jr. report on his Form 4?

Why were the shares sold according to the filing?

What prices were the shares sold at in the Form 4?

Were the sales pre-planned or ad hoc?

How many shares does the reporting person own after these transactions?

NASDAQ:INTA

INTA Rankings

INTA Latest News

INTA Latest SEC Filings

INTA Stock Data