David H. Morton Jr. - 19 Aug 2025 Form 4 Insider Report for Intapp, Inc. (INTA)

Signature
/s/ Brian Grube, Attorney-in-Fact
Issuer symbol
INTA
Transactions as of
19 Aug 2025
Net transactions value
-$418,155
Form type
4
Filing time
21 Aug 2025, 16:20:46 UTC
Previous filing
28 May 2025
Next filing
25 Aug 2025

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
MORTON DAVID H JR Chief Financial Officer C/O INTAPP, INC, 3101 PARK BLVD, PALO ALTO /s/ Brian Grube, Attorney-in-Fact 21 Aug 2025 0001476070

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction INTA Common Stock Award $0 +15,347 +47% $0.000000 48,319 19 Aug 2025 Direct F1, F2
transaction INTA Common Stock Options Exercise $0 +4,548 +9.4% $0.000000 52,867 20 Aug 2025 Direct F3
transaction INTA Common Stock Options Exercise $0 +8,699 +16% $0.000000 61,566 20 Aug 2025 Direct F3
transaction INTA Common Stock Sale $254,350 -6,078 -9.9% $41.85 55,488 20 Aug 2025 Direct F4, F5
transaction INTA Common Stock Sale $157,858 -3,727 -6.7% $42.36 51,761 20 Aug 2025 Direct F4, F5
transaction INTA Common Stock Sale $5,947 -138 -0.27% $43.09 51,623 20 Aug 2025 Direct F4, F5

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 Restricted Share Units Award $0 +33,000 $0.000000 33,000 19 Aug 2025 Common Stock 33,000 Direct F6, F7
transaction INTA Restricted Share Units Options Exercise $0 -4,548 -11% $0.000000 36,407 20 Aug 2025 Common Stock 4,548 Direct F3, F8, F9
transaction INTA Restricted Share Units Options Exercise $0 -8,699 -10% $0.000000 78,288 20 Aug 2025 Common Stock 8,699 Direct F3, F8, F10
* 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 shares of Intapp, Inc.'s (the "Issuer") common stock reported in this Form 4 represent shares earned, as certified by the audit committee of the board of directors of the Issuer on August 19, 2025, based on the level of achievement of the applicable performance conditions over the applicable performance period, in respect of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. The earned shares of Issuer common stock reported in this Form 4 are subject to service-based vesting requirements that lapsed on August 20, 2025.
F2 Includes 233 shares purchased at a price of $46.85 pursuant to the Intapp, Inc. 2021 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of December 1, 2024, through May 31, 2025. In accordance with the ESPP, these shares were purchased in a transaction exempt under Rule 16b-3(c) at a price equal to 85% of the closing price of Issuer common stock on May 31, 2025.
F3 The reported transaction involved a restricted share unit ("RSU") vesting on August 20, 2025.
F4 Shares of Intapp, Inc.'s (the "Company") common stock sold for tax liability incurred upon the vesting of performance share units and RSUs 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.
F5 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 $41.8477: $41.66 to $41.9956, inclusive, (b) with respect to the weighted average price of $42.3552: $42.00 to $42.98, inclusive, and (c) with respect to the weighted average price of $43.0935: $43.01 to $43.22, 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 (5).
F6 The reported transaction involved the reporting person's receipt of a grant of RSUs under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock.
F7 The RSUs vest, subject to continued employment, as to 8.33% of the shares on November 20, 2025, and in 11 equal quarterly installments thereafter.
F8 Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock.
F9 The RSUs have vested and will vest, subject to continued employment, as to 8.33% of the shares on November 20, 2024, and in 11 equal quarterly installments thereafter.
F10 The RSUs have vested and will vest, subject to continued employment, as to 25% of the shares on November 20, 2024, and in 12 equal quarterly installments thereafter.