[Form 4] Intapp, Inc. Insider Trading Activity

Rhea-AI Filing Summary

Donald F. Coleman, Chief Operating Officer of Intapp, Inc. (INTA), reported planned sales of common stock executed under a 10b5-1 trading plan to cover tax liabilities from vested performance share units and restricted share units. The filing discloses three separate sales on 08/21/2025 at weighted-average prices of $40.975, $41.7969, and $42.0239. The reported direct beneficial ownership following the transactions is 443,581 shares, and indirect holdings include 414,395 shares held by the Coleman Family Trust and 150,000 shares held by Gambatte LLC.

Positive

• Sales executed under a 10b5-1 plan, indicating pre-established, rule-compliant trading rather than opportunistic insider selling
• Filing discloses weighted-average prices and price ranges and offers to provide detailed execution information upon request, supporting transparency
• Significant indirect holdings remain via the Coleman Family Trust and Gambatte LLC, indicating continued insider alignment

Negative

• Reported disposition of shares on 08/21/2025 (sales of 16, 2,756, and 151 shares as shown), which reduced the reporting person’s direct holdings to 443,581 shares

Insights

Financial Analyst

TL;DR: Insider used a pre-established 10b5-1 plan to sell vested shares to satisfy tax obligations; transactions are routine and non-operational.

The reported sales on 08/21/2025 were executed under a company-established 10b5-1 plan and relate to tax withholding for vested PSUs and RSUs rather than open-market discretionary selling. Weighted-average prices span roughly $40.97 to $42.02, indicating sales executed across a narrow price band. Post-transaction direct beneficial ownership is reported as 443,581 shares, with substantial indirect holdings retained via trust and LLC structures, suggesting continued alignment with long-term ownership.

Corporate Governance Expert

TL;DR: Use of a documented 10b5-1 plan demonstrates compliance with insider-trading protocols; disclosure is complete and includes trustee/beneficiary details.

The filing explicitly states the 10b5-1 plan was put in place on May 14, 2025, and identifies the Coleman Family Trust and Gambatte LLC as vehicles for indirect holdings, with trustees and beneficiaries named. The Form 4 includes weighted-average pricing ranges and an undertaking to provide granular execution details upon request, which supports transparency. The transactions are disclosed as tax-related dispositions of equity awards rather than opportunistic sales.

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^*

Coleman Donald F.

(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)
	Chief Operating Officer

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)		16	D	$40.975(2)	446,488	D
Common Stock	08/21/2025		S(1)		2,756	D	$41.7969(2)	443,732	D
Common Stock	08/21/2025		S(1)		151	D	$42.0239(2)	443,581	D
Common Stock								414,395	I	By Coleman Family Trust(3)
Common Stock								150,000	I	By Gambatte LLC(4)

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).

3. Shares held by the Coleman Family Trust, of which the reporting person and his spouse are trustees and sole beneficiaries.

4. Shares held by Gambatte LLC, an entity controlled by and for the sole benefit of the Coleman Family Trust.

	/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 Intapp (INTA) insider Donald F. Coleman report on Form 4?

The filing reports that Donald F. Coleman sold shares on 08/21/2025 under a 10b5-1 plan to cover tax liabilities from vested PSUs and RSUs.

How many shares were sold by the reporting person on 08/21/2025?

The Form 4 shows sales of 16, 2,756, and 151 shares on that date, disclosed at weighted-average prices.

At what prices were the Intapp shares sold?

Weighted-average prices reported are $40.975, $41.7969, and $42.0239, with specified price ranges for each weighted average.

Did the filing indicate why the shares were sold?

Yes. The shares were sold to satisfy tax liability incurred upon the vesting of performance share units and restricted share units.

What is the reporting person’s beneficial ownership after the transactions?

The Form 4 reports direct beneficial ownership of 443,581 shares after the transactions, plus indirect holdings of 414,395 shares (Coleman Family Trust) and 150,000 shares (Gambatte LLC).