David H. Morton Jr.

Insider Reports History

Identity Names, identifiers, and filing context for this profile. 1 identity field
Reporting-owner location
Scotts Valley, CA
SEC source record Original filing metadata and source links for verification. 1 source field
Latest reporting-owner signature
/s/ Brian Grube, Attorney-in-Fact
Source: Latest parsed Forms 3/4/5 signature
Source evidence Original filing metadata and source links for verification. 1 source field
Transaction source note
Rows are grouped by transaction date from the original SEC filing. Open the aggregated insider activity page to review issuer-level activity across dates.

Reported holdings for David H. Morton Jr.

Form 4 holding Chief Financial Officer

Intapp, Inc.

Security class
Restricted Share Units
Shares / value
75,000
Estimated value
$6,926,637
Report date
20 Aug 2026
Price
$72.39
Ownership
Direct
Underlying class
Common Stock
Underlying amount
Form 4 holding Chief Financial Officer

Intapp, Inc.

Security class
Common Stock
Shares / value
120,074
Estimated value
$4,908,817
Report date
24 Aug 2026
Price
$40.88
Ownership
Direct
Form 4 holding Chief Financial Officer

Anaplan, Inc.

Security class
Common Stock
Shares / value
42,342
Estimated value
$2,660,382
Report date
11 Jun 2021
Price
$62.83
Ownership
Direct
Form 4 holding Chief Financial Officer

Anaplan, Inc.

Security class
Restricted Stock Units
Shares / value
30,747
Estimated value
$1,960,121
Report date
10 Jun 2021
Price
$63.75
Ownership
Direct
Underlying class
Common Stock
Underlying amount

Insider Reports Filed by David H. Morton Jr.

We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .