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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. (INTA) Form 4: David Benjamin, President, Industries, reported sales of company common stock on 08/21/2025 executed under a 10b5-1 plan established May 14, 2025 to cover tax liabilities from vested performance share units and restricted stock units. The filing shows three sets of sales: 18 shares at a weighted-average price of $40.975, 3,025 shares at $41.7969, and 166 shares at $42.0239, resulting in 9,238 shares beneficially owned following the reported transactions. The report was signed by an attorney-in-fact on 08/25/2025. The filing discloses price ranges for the multiple executions and offers to provide detailed per-price sell counts upon request.

Positive
  • Sales executed under a 10b5-1 plan, indicating pre-arranged transactions rather than opportunistic insider selling
  • Clear disclosure of weighted-average prices and price ranges and offer to provide per-price sale counts on request
  • Purpose of sales stated — to cover tax liabilities from vested performance share units and restricted share units
Negative
  • Beneficial ownership decreased to 9,238 shares following the reported transactions, reflecting a reduction in insider holdings

Insights

TL;DR: Insider sold shares under a pre-arranged 10b5-1 plan to satisfy tax obligations; transactions are routine and disclosed.

The sales were explicitly executed pursuant to a 10b5-1 plan, which reduces concerns about opportunistic timing. Transaction sizes are modest: the largest tranche was 3,025 shares at a weighted-average $41.7969. The filings provide transparency by disclosing weighted-average prices and price ranges and offer to supply per-price quantities on request. Impact on outstanding ownership appears limited given the post-transaction beneficial ownership of 9,238 shares, suggesting this is a tax-driven liquidity event rather than a signal of loss of confidence.

TL;DR: Proper use of a 10b5-1 plan and clear footnote disclosure align with governance best practices for insider transactions.

The reporting notes that the sales were for tax liabilities upon vesting of equity awards and were executed under a company-established 10b5-1 plan dated May 14, 2025. The detailed disclosure of weighted-average prices and willingness to provide per-trade breakdowns demonstrates good governance and transparency. No amendment or other corrective disclosure is indicated, and the filing was timely-signed by an attorney-in-fact, which supports procedural compliance. Materiality for investors is low absent larger, contemporaneous disclosures.

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)
08/21/2025
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 08/21/2025 S(1) 18 D $40.975(2) 12,429 D
Common Stock 08/21/2025 S(1) 3,025 D $41.7969(2) 9,404 D
Common Stock 08/21/2025 S(1) 166 D $42.0239(2) 9,238 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
Explanation of Responses:
1. Shares of Intapp, Inc.'s (the "Company") common stock sold for tax liability incurred upon the vesting of performance share units and restricted share units 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.
2. 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 $40.975: $40.97 to $40.99, inclusive, (b) with respect to the weighted average price of $41.7969: $41.10 to $41.991, inclusive, and (c) with respect to the weighted average price of $42.0239: $42.00 to $42.115, 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).
/s/ Brian Grube, Attorney-in-Fact 08/25/2025
** 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 did David Benjamin sell according to the INTA Form 4?

He sold shares of Intapp common stock on 08/21/2025 to cover tax liabilities from vested equity awards.

Were the sales executed under a pre-arranged trading plan for INTA?

Yes. The sales were executed pursuant to a 10b5-1 plan put in place by the company on May 14, 2025.

How many shares did the reporting person own after the transactions?

The filing reports 9,238 shares beneficially owned following the reported transactions.

What prices were the INTA shares sold at?

Sales occurred in multiple trades with weighted-average prices of $40.975, $41.7969, and $42.0239, with specified price ranges disclosed in the footnote.

Why were the shares sold according to the Form 4?

The shares were sold to satisfy tax liabilities incurred upon the vesting of performance share units and restricted share units granted under the 2021 Omnibus Incentive Plan.
Intapp, Inc.

NASDAQ:INTA

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