Thad Jampol - 10 Jul 2023 Form 4 Insider Report for Intapp, Inc. (INTA)

Role
Chief Product Officer
Signature
/s/ Brian Grube, Attorney-in-Fact
Issuer symbol
INTA
Transactions as of
10 Jul 2023
Net transactions value
-$542,307
Form type
4
Filing time
12 Jul 2023, 16:34:23 UTC
Previous filing
23 Jun 2023
Next filing
10 Aug 2023
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction INTA Common Stock Options Exercise $59,850 +15,000 +2.3% $3.99* 663,393 10 Jul 2023 Direct F1
transaction INTA Common Stock Sale $251,144 -6,400 -0.96% $39.24 656,993 10 Jul 2023 Direct F1, F2, F3
transaction INTA Common Stock Sale $189,859 -4,681 -0.71% $40.56 652,312 10 Jul 2023 Direct F1, F2, F3
transaction INTA Common Stock Sale $161,154 -3,919 -0.6% $41.12 648,393 10 Jul 2023 Direct F1, F2, F3
holding INTA Common Stock 15,028 10 Jul 2023 By Trust F4
holding INTA Common Stock 34,972 10 Jul 2023 By Spouse F5
holding INTA Common Stock 15,028 10 Jul 2023 By Trust F6

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction INTA Employee Stock Option (right to buy) Options Exercise $0 -15,000 -2.5% $0.000000 589,198 10 Jul 2023 Common Stock 15,000 $3.99 Direct F1, F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

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).

Explanation of Responses:

Id Content
F1 The option exercise and 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 June 14, 2022, as amended on February 25, 2023.
F2 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 $39.2413: $39.05 to $39.65, inclusive, (b) with respect to the weighted average price of $40.5594: $40.11 to $40.99, inclusive, and (c) with respect to the weighted average price of $41.1212: $41.01 to $41.26, 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).
F3 The shares of the Issuer's common stock held by the Reporting Person are subject to the restrictions on transfer set forth in the Lock-Up Agreement dated May 16, 2023 by and among the Reporting Person and BofA Securities, Inc. as Representatives of the several underwriters named in the Underwriting Agreement (the "Underwriting Agreement") filed with the SEC as Exhibit 1.1 to the Form 8-K filed by the Issuer on May 19, 2023.
F4 Shares held by the Melita Jampol 2021 Grantor Retained Annuity Trust, of which the reporting person is a trustee.
F5 Shares held by the reporting person's spouse. The reporting person disclaims beneficial ownership of the securities owned by his spouse, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
F6 Shares held by the Thaddeus Jampol 2021 Grantor Retained Annuity Trust, of which the reporting person is a trustee.
F7 The shares underlying this option are fully vested and exercisable as of the date hereof.