Welcome to our dedicated page for Intapp SEC filings (Ticker: INTA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Intapp, Inc. filings document regulatory disclosures for a Nasdaq-listed software company whose common stock trades under INTA. Recent Form 8-K reports furnish quarterly and fiscal-year financial results, including SaaS revenue, cloud annual recurring revenue, and related operating commentary.
The company’s SEC records also cover Regulation FD disclosures for common stock repurchase authorizations, annual meeting results, and proxy governance matters. Its definitive proxy materials address board elections, auditor ratification, stockholder voting procedures, executive and director governance disclosures, and other matters submitted to holders of Intapp common stock.
A shareholder of INTA plans to sell 28,575 shares of common stock through Morgan Stanley Smith Barney LLC on NASDAQ around July 16, 2026. The shares were acquired from the issuer by exercising stock options for cash on December 18, 2023.
In the prior three months, Michele Murgel completed common stock sales labeled as 10b5-1 transactions, including the sale of 14,591 shares on June 26, 2026, totaling $365,126.64.
Intapp, Inc. entered into a new five-year senior secured revolving credit facility for $150.0 million with UBS AG, Stamford Branch as administrative agent. The facility includes a $10.0 million subfacility for letters of credit and allows the company, subject to conditions, to seek up to $75.0 million in additional revolving credit commitments, with the potential for further Incremental Commitments, including term loans.
Borrowings will bear interest at either Term SOFR plus 1.50%–2.25% or an alternate base rate plus 0.50%–1.25%, depending on the total net leverage ratio, with an unused commitment fee of 0.25%–0.40%. The facility is guaranteed by material wholly owned subsidiaries and secured by a first-priority pledge of equity in first-tier subsidiaries and substantially all non-real-estate assets. Proceeds may be used for working capital, general corporate purposes and acquisitions. Concurrently, Intapp terminated its prior credit agreement; as of closing, no amounts were outstanding under the new facility.
Intapp, Inc. entered into a Third Amended and Restated Registration Rights Agreement with Anderson Investments, Aranda Investments and John Hall. The new agreement extends registration rights until the investor group holds less than 5% of Intapp’s outstanding common stock, adds Aranda as a party, and otherwise keeps the prior agreement’s material terms substantially the same, with only immaterial amendments.
SCHRAMM LYRA AMBER reported acquisition or exercise transactions in this Form 4 filing.
Intapp, Inc. reported that Chief People & Places Officer Lyra Amber Schramm received a grant of 96,212 restricted share units (RSUs) under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each RSU represents a contingent right to receive one share of Intapp common stock.
The RSUs vest, subject to continued employment, as to 33% of the shares on August 20, 2027, with the remaining shares vesting in eight equal quarterly installments after that date. Following this award, the reporting person holds 96,212 RSUs, all directly owned.
Intapp, Inc. executive Amber Lyra Schramm, the company’s Chief People & Places Officer, has filed a Form 3, which is an initial statement of beneficial ownership as a company insider. The provided data shows no reported transactions or derivative positions in this filing.
Intapp, Inc. insider Michele Murgel, Chief People & Places Officer, reported an open-market sale of 14,591 shares of common stock at a weighted average price of $25.0241 per share. After this transaction, Murgel directly holds 233,632 shares of Intapp common stock.
The sale was executed under a pre-arranged Rule 10b5-1 trading plan that Murgel put in place on March 12, 2026. The shares were sold in multiple trades at prices ranging from $25.00 to $25.09 per share.
INTA filed a Form 144 notice reporting a proposed brokered sale of equity tied to issuer grants. The filing lists 14,591 shares in total, comprised of 11,746 Restricted Stock Units and 2,845 Performance Stock Units, each dated 02/20/2026. The broker shown is Morgan Stanley Smith Barney LLC at 1 New York Plaza, New York, NY. The filing names NASDAQ as the exchange and lists the broker contact; timing and proceeds details are not provided in the excerpt.
Intapp, Inc.’s Chief Marketing Officer Dustin de Forest reported routine equity compensation activity tied to restricted share units (RSUs) vesting on May 20, 2026. A total of 16,112 RSUs converted into common stock, reflecting previously granted awards.
To cover tax obligations on this vesting, 3,924 shares of common stock were withheld at $20.50 per share, classified as a tax-withholding disposition rather than an open-market sale. Following these transactions, one common stock line item shows de Forest directly holding 17,344 shares
The filing also shows remaining RSU balances of 78,750 and 63,213 units that have vested and will vest over time, subject to continued employment, with scheduled installments beginning November 20, 2025 and May 20, 2026 and continuing in regular quarterly tranches.
Intapp, Inc.’s Chief People & Places Officer Michele Murgel reported routine equity compensation activity. On May 19–20, 2026 she received common stock from vested performance share units and restricted share units, plus a 7,421-share grant. The company withheld 8,073 shares at $20.50 per share to cover tax obligations, with no open-market buying or selling.
Intapp, Inc.’s Chief Financial Officer David H. Morton Jr. reported equity compensation activity rather than open-market trading. On May 19–20, 2026, he received an award of 18,369 shares of common stock and had performance-based and time-based restricted share units (RSUs) vest.
These vestings resulted in the exercise or conversion of 28,496 RSUs into an equal number of common shares, consistent with the plan’s terms that each RSU equals one share. To cover related tax obligations, 23,851 shares of common stock were withheld at $20.50 per share. The filing describes service-based vesting schedules tied to the Intapp, Inc. 2021 Omnibus Incentive Plan and indicates these are routine compensation-driven events.