Key facts
- This page summarizes Stephen I. Robertson's Form 4 filing for Intapp, Inc. (INTA).
- 3 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 23 May 2023, 18:04.
Stephen I. Robertson - 19 May 2023 Form 4 Insider Report for Intapp, Inc. (INTA)
- Reporting relationship
- Chief Financial Officer
- Issuer ticker
- INTA
- Reported as of
- 19 May 2023
- Net transaction value
- -$4,038,366
- SEC form
- 4
- Accepted by SEC
- 23 May 2023, 18:04:58 UTC
- Prior SEC filing
- 24 Feb 2023
- Source filing
- View source filing
- Reporting owner signature
- /s/ Brian Grube, Attorney-in-Fact
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Stephen I. Robertson filed Form 4 for Intapp, Inc. (INTA) on 23 May 2023.
Change
- Previous filing in this sequence was filed on 24 Feb 2023.
- Current net transaction value: -$4,038,366.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
INTA
transaction
Common Stock
Award
- Transaction value
- $0
- Shares
- +26,813
- Change %
- +14%
- Price
- $0.000000
- Shares after
- 220,204
- Date
- 19 May 2023
- Ownership
- Direct
- Footnotes
- F1
INTA
transaction
Common Stock
Tax liability
- Transaction value
- $534,366
- Shares
- -13,296
- Change %
- -6%
- Price
- $40.19
- Shares after
- 206,908
- Date
- 20 May 2023
- Ownership
- Direct
- Footnotes
- F2, F3
INTA
transaction
Common Stock
Sale
- Transaction value
- $3,504,000
- Shares
- -100,000
- Change %
- -48%
- Price
- $35.04
- Shares after
- 106,908
- Date
- 22 May 2023
- Ownership
- Direct
- Footnotes
- F3, F4
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 4 footnotes
Footnote 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 May 19, 2023, 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 May 20, 2023.
Footnote F2
Shares of Intapp, Inc. common stock withheld for taxes upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan.
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 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.
Footnote F4
Represents 100,000 shares of common stock sold at a price of $35.04 per share (after underwriting discounts and commissions) to the underwriters pursuant to the Underwriting Agreement in connection with a registered public offering of shares of common stock by the Company and certain selling stockholders, including the Reporting Person, pursuant to a final prospectus dated May 17, 2023.