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INTA Form 4: 77,800 RSUs Awarded to Chief Marketing Officer

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Intapp, Inc. insider filing: Dustin de Forest Sedgwick, listed as Chief Marketing Officer and a director, reported a grant of 77,800 restricted share units (RSUs) on 09/02/2025 under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each RSU represents a contingent right to one share of common stock and the reported post-transaction beneficial ownership of common stock is 77,800 shares (direct). The RSUs carry a $0 purchase price and vest subject to continued employment: 6.25% on November 20, 2025 and the remainder in 15 equal quarterly installments. The Form 4 was signed by an attorney-in-fact on 09/04/2025.

Positive

  • Reported grant of 77,800 RSUs under the 2021 Omnibus Incentive Plan, clearly disclosed
  • Detailed vesting schedule provided: 6.25% on 11/20/2025 and 15 equal quarterly installments thereafter

Negative

  • None.

Insights

TL;DR: Insider grant of 77,800 RSUs was reported; vesting schedule ties incremental share delivery to continued employment.

The Form 4 documents a non-cash equity award rather than an open-market purchase or sale, indicating compensation-linked issuance. The grant size and immediate post-transaction ownership are explicitly stated as 77,800 RSUs/shares. Vesting begins with a 6.25% tranche on 11/20/2025 and continues in 15 equal quarterly installments, which staggers potential dilution and aligns future share delivery with tenure. No cash exercise price is associated with the RSUs.

TL;DR: The filing records a standard RSU compensation grant to an officer/director with time-based vesting and no exercise price.

The disclosure is clear on grant mechanics: RSUs convert to one share each upon vesting, and ownership is reported as direct. The time-based vesting schedule shown is typical for retention-focused equity awards. The filing includes the attorney-in-fact signature dated 09/04/2025, satisfying filing formalities. There are no indicia in the form of performance-based conditions or accelerated vesting provisions disclosed.

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).
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*
Sedgwick Dustin de Forest

(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 Marketing Officer
3. Date of Earliest Transaction (Month/Day/Year)
09/02/2025
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
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 (1) 09/02/2025 A(1) 77,800 (2) (2) Common Stock 77,800 $0 77,800 D
Explanation of Responses:
1. The reported transaction involved the reporting person's receipt of a grant of restricted share units ("RSUs") under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock.
2. The RSUs vest, subject to continued employment, as to 6.25% of the shares on November 20, 2025, and in 15 equal quarterly installments thereafter.
/s/ Brian Grube, Attorney-in-Fact 09/04/2025
** 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 Dustin de Forest Sedgwick report on Form 4 for INTA?

He reported a grant of 77,800 restricted share units (RSUs) on 09/02/2025 under the Intapp, Inc. 2021 Omnibus Incentive Plan.

How many shares does the reported grant represent for INTA?

Each RSU represents a contingent right to one share of common stock, so the grant represents 77,800 shares.

What is the vesting schedule for the RSUs reported on the INTA Form 4?

The RSUs vest 6.25% on November 20, 2025 and the remainder vests in 15 equal quarterly installments, subject to continued employment.

Was there any purchase price for the RSUs in the INTA filing?

No. The Form 4 shows a $0 price associated with the RSUs.

What is the reported post-transaction beneficial ownership after the INTA grant?

The filing reports 77,800 shares beneficially owned following the transaction, held directly.

When was the Form 4 signed and filed for this INTA transaction?

The signature by attorney-in-fact is dated 09/04/2025; the transaction date is 09/02/2025.
Intapp, Inc.

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Software - Application
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United States
PALO ALTO