STOCK TITAN

INTA Form 4: CEO vesting of performance shares and RSU tax-driven sales disclosed

Filing Impact
(Very High)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

John T. Hall, CEO and director of Intapp, Inc. (INTA), reported equity transactions surrounding the vesting and receipt of performance share units and restricted stock units. The Form 4 shows 31,590 shares earned on August 19, 2025 from performance share units that were certified by the audit committee and subject to service-based vesting that lapsed on August 20, 2025. On August 20, 2025 the reporting person received 8,605 vested RSUs and sold 13,977 shares across multiple transactions under a 10b5-1 plan to cover tax liabilities at weighted average prices of $41.8477, $42.3552 and $43.0935. Following these transactions the reporting person beneficially owned 5,624,993 shares and held 68,880 outstanding RSUs.

Positive

  • Audit committee certification of 31,590 performance shares provides formal validation of achievement of performance conditions
  • Use of a 10b5-1 trading plan for the share sales indicates pre-established, rule-compliant execution to cover tax liabilities
  • Detailed disclosure of weighted-average sale prices and price ranges increases transparency about the transactions

Negative

  • None.

Insights

TL;DR: Routine insider vesting and tax-driven sales disclosed; governance procedures appear followed.

The filing documents executive-level equity vesting certified by the audit committee and subsequent share sales executed under a company 10b5-1 plan. Certification by the audit committee for performance share units and the use of a pre-established trading plan are standard governance controls that reduce concerns about opportunistic trading. The report includes specific share counts and weighted-average sale prices, enabling transparent tracking of insider dilution and ownership.

TL;DR: Compensation-related vesting occurred and shares were sold to satisfy tax obligations; no indication of discretionary cash-out beyond taxes.

The document shows 31,590 performance-based shares earned and RSU activity (71,400 previously reported RSUs vested in part, plus an 8,605 RSU vesting). The disclosed weighted-average sale prices ($41.8477, $42.3552, $43.0935) and explicit ranges provide granular market execution detail. The post-transaction beneficial ownership (5,624,993 shares) and remaining vested RSUs (68,880) are clearly reported for investor assessment.

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*
HALL JOHN T

(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)
X Director 10% Owner
X Officer (give title below) Other (specify below)
Chief Executive Officer
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 31,590 A $0(1) 5,630,365 D
Common Stock 08/20/2025 M(2) 8,605 A $0 5,638,970 D
Common Stock 08/20/2025 S(3) 8,544 D $41.8477(4) 5,630,426 D
Common Stock 08/20/2025 S(3) 5,239 D $42.3552(4) 5,625,187 D
Common Stock 08/20/2025 S(3) 194 D $43.0935(4) 5,624,993 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) 71,400 (6) (6) Common Stock 71,400 $0 71,400 D
Restricted Share Units (7) 08/20/2025 M(2) 8,605 (8) (8) Common Stock 8,605 $0 68,880 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 insider transactions did John T. Hall report on Form 4 for INTA?

Mr. Hall reported 31,590 performance shares earned (08/19/2025), receipt of 8,605 RSUs (08/20/2025), and sale of 13,977 shares on 08/20/2025 to cover taxes.

Why were shares sold by the reporting person in the INTA Form 4?

Shares were sold to satisfy tax liabilities incurred upon vesting of performance share units and RSUs, executed pursuant to a 10b5-1 plan established May 14, 2025.

How many INTA shares does John T. Hall beneficially own after these transactions?

Following the reported transactions the filing shows beneficial ownership of 5,624,993 shares.

What prices were realized on the share sales reported on the INTA Form 4?

The filing reports weighted-average prices of $41.8477, $42.3552, and $43.0935, with disclosed price ranges for each weighted average in the filing.

How many RSUs remain outstanding for the reporting person after the transactions?

The filing reports 68,880 Restricted Share Units (RSUs) beneficially owned following the reported transactions.
Intapp, Inc.

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3.18B
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Software - Application
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United States
PALO ALTO