Thad Jampol - 08 Dec 2023 Form 4 Insider Report for Intapp, Inc. (INTA)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
12 Dec 2023, 16:08:54 UTC
Prior SEC filing
30 Nov 2023
Next SEC filing
20 Dec 2023
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Brian Grube, Attorney-in-Fact

Key filing fact

Thad Jampol filed Form 4 for Intapp, Inc. (INTA) on 12 Dec 2023.

Key facts

  • This page summarizes Thad Jampol's Form 4 filing for Intapp, Inc. (INTA).
  • 3 reported transactions and 1 derivative row are listed below.
  • Accepted by SEC: 12 Dec 2023, 16:08.

Change

  • Previous filing in this sequence was filed on 30 Nov 2023.
  • Current net transaction value: -$318,687.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

INTA transaction

Common Stock

Options Exercise

Transaction value
$39,900
Shares
+10,000
Change %
+1.4%
Price
$3.99*
Shares after
717,650
Date
08 Dec 2023
Ownership
Direct
Footnotes
F1
INTA transaction

Common Stock

Sale

Transaction value
$358,587
Shares
-10,000
Change %
-1.4%
Price
$35.86
Shares after
707,650
Date
08 Dec 2023
Ownership
Direct
Footnotes
F1, F2, F3
INTA holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
15,028
Date
08 Dec 2023
Ownership
By Trust
Footnotes
F4
INTA holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
34,972
Date
08 Dec 2023
Ownership
By Spouse
Footnotes
F5
INTA holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
15,028
Date
08 Dec 2023
Ownership
By Trust
Footnotes
F6

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

INTA transaction Derivative

Employee Stock Option (right to buy)

Options Exercise

Transaction value
$0
Shares
-10,000
Change %
-1.9%
Price
$0.000000
Shares after
519,198
Date
08 Dec 2023
Ownership
Direct
Underlying class
Common Stock
Underlying amount
10,000
Exercise price
$3.99
Footnotes
F1, F7
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Rule 10b5-1 trading plan

These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.

Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).

Explanation of responses 7 footnotes

Footnote 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.

Footnote F2

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.44 to $36.19, 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).

Footnote 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 November 14, 2023 by and among the Reporting Person and Citigroup Global Markets Inc. as underwriter 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 November 17, 2023.

Footnote F4

Shares held by the Melita Jampol 2021 Grantor Retained Annuity Trust, of which the reporting person is a trustee.

Footnote 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.

Footnote F6

Shares held by the Thaddeus Jampol 2021 Grantor Retained Annuity Trust, of which the reporting person is a trustee.

Footnote F7

The shares underlying this option are fully vested and exercisable as of the date hereof.

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