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[Form 4] Intapp, Inc. Insider Trading Activity

Filing Impact
(Moderate)
Filing Sentiment
(Negative)
Form Type
4
Rhea-AI Filing Summary

Intapp, Inc. insider David Benjamin reported multiple equity transactions in August 2025. He received 16,247 earned shares on 08/19/2025 tied to performance share units and 21,000 RSUs vested the same period subject to service-based vesting that lapsed on 08/20/2025. Additional vesting added 2,890 RSUs on 08/20/2025. To cover tax liabilities from the vesting events, Benjamin sold 6,690 shares on 08/20/2025 in multiple trades under a company 10b5-1 plan established May 14, 2025, at weighted average prices of approximately $41.85, $42.36, and $43.09. Following these transactions he beneficially owned 12,447 shares.

Positive
  • Earned performance shares (16,247) were certified by the audit committee, showing objective performance-based compensation
  • Use of a 10b5-1 plan established May 14, 2025, provides preclearance and transparency for the tax-motivated sales
  • Detailed disclosure of weighted average sale prices and offer to supply per-price trade details enhances transparency
Negative
  • Insider sold 6,690 shares to cover tax liabilities, which reduced beneficial ownership from 19,137 to 12,447 shares
  • Net beneficial ownership declined following vesting and tax sales, which modestly reduces the reporting person's stake

Insights

TL;DR: Insider received performance-based and service RSUs and sold shares to cover tax under a 10b5-1 plan; disclosure is routine.

The filing documents typical executive compensation mechanics: performance share units converted to earned shares certified by the audit committee and RSU vesting subject to service conditions. The sale activity was conducted pursuant to a company-established 10b5-1 plan, which helps mitigate concerns about opportunistic trading around material events. The disclosure includes weighted average sale prices and offers to provide granular trade-by-trade detail, supporting transparency. No change in control, litigation, or extraordinary compensation deviations are disclosed.

TL;DR: Transaction mix reflects compensation realization and tax withholding via market sales; net insider ownership declined but remains disclosed.

The report quantifies earned performance shares (16,247) and RSU grants/vests (21,000 plus 2,890 incremental RSUs). Share sales totaling 6,690 shares at weighted average prices in the low $40s were executed to satisfy tax obligations, reducing beneficial ownership to 12,447 shares. The filing clarifies vesting schedules and confirms the tax-sale was executed under a pre-established 10b5-1 plan, minimizing market-timing concerns. For investors, these are compensation-driven trades rather than open-market directional bets.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
X
Check this box to indicate that a 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). See Instruction 10.
1. Name and Address of Reporting Person*
Harrison David Benjamin

(Last) (First) (Middle)
C/O INTAPP, INC.
3101 PARK BLVD

(Street)
PALO ALTO CA 94306

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Intapp, Inc. [ INTA ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
President, Industries
3. Date of Earliest Transaction (Month/Day/Year)
08/19/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 08/19/2025 A 16,247 A $0(1) 16,247 D
Common Stock 08/20/2025 M(2) 2,890 A $0 19,137 D
Common Stock 08/20/2025 S(3) 4,090 D $41.8477(4) 15,047 D
Common Stock 08/20/2025 S(3) 2,507 D $42.3552(4) 12,540 D
Common Stock 08/20/2025 S(3) 93 D $43.0935(4) 12,447 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Restricted Share Units (5) 08/19/2025 A(5) 21,000 (6) (6) Common Stock 21,000 $0 21,000 D
Restricted Share Units (7) 08/20/2025 M(2) 2,890 (8) (8) Common Stock 2,890 $0 23,138 D
Explanation of Responses:
1. 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.
2. The reported transaction involved a restricted share unit ("RSU") vesting on August 20, 2025.
3. 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.
4. 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 (4).
5. 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.
6. 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.
7. Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock.
8. 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.
/s/ Brian Grube, Attorney-in-Fact 08/21/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What shares did David Benjamin receive in the Form 4 for INTA?

The filing reports 16,247 earned performance shares certified 08/19/2025 and RSU grants/vests including 21,000 RSUs and an additional 2,890 RSUs.

Why were shares sold by the reporting person on 08/20/2025?

Shares were sold to satisfy tax liabilities arising from the vesting of performance share units and RSUs.

Were the sales executed under a trading plan for INTA insiders?

Yes. The sales were made pursuant to a 10b5-1 plan established by the company on May 14, 2025.

How many shares were sold and at what prices?

A total of 6,690 shares were sold on 08/20/2025 at weighted average prices of approximately $41.8477, $42.3552, and $43.0935 across multiple transactions.

What is the reporting person's beneficial ownership after these transactions?

Following the reported transactions the filing shows beneficial ownership of 12,447 shares.
Intapp, Inc.

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3.28B
73.83M
9.08%
89.69%
2.9%
Software - Application
Services-prepackaged Software
Link
United States
PALO ALTO