INTA Form 4: Coleman Sells 1,520 Shares; Trust and LLC Holdings Disclosed

Rhea-AI Filing Summary

Donald F. Coleman, Chief Operating Officer of Intapp, Inc. (INTA), reported a sale of 1,520 shares of Intapp common stock on 09/12/2025 at a price of $45.21 per share. After the sale, the reporting person directly beneficially owned 442,061 shares. The filing also discloses 414,395 shares held indirectly by the Coleman Family Trust and 150,000 shares held indirectly by Gambatte LLC. The sale was executed under a 10b5-1 trading plan established by the reporting person on 06/13/2025. The Form 4 was signed by an attorney-in-fact on 09/16/2025.

Positive

• Sale executed under a 10b5-1 plan, providing a pre-established framework for the transaction (plan dated 06/13/2025).
• Clear separation of direct and indirect holdings: direct 442,061 shares, Coleman Family Trust 414,395, Gambatte LLC 150,000.
• Timely signature and filing indication (signed by attorney-in-fact on 09/16/2025).

Negative

• None.

Insights

Financial Analyst

TL;DR: Routine insider sale under a pre-established 10b5-1 plan; disclosed holdings remain substantial across direct and indirect positions.

The Form 4 documents a small disposition of 1,520 shares at $45.21, executed pursuant to a 10b5-1 plan dated 06/13/2025. The report clearly separates direct ownership (442,061 shares) from indirect holdings via the Coleman Family Trust (414,395) and Gambatte LLC (150,000), which helps investors understand the reporting person’s consolidated economic exposure without implying intent or forecasting future trades. Given the information provided, this appears to be a procedural sale rather than a material change to overall insider ownership.

Corporate Governance Expert

TL;DR: Disclosure is consistent with governance best practices: sale executed under a documented 10b5-1 plan and indirect holdings are explicitly described.

The filing identifies the relationship of the reporting person (COO) and specifies the mechanics of indirect ownership through a family trust and a controlled LLC. The explicit explanation that the sale was made under a 10b5-1 plan (established 06/13/2025) and the separate reporting of direct versus indirect holdings enhance transparency and reduce ambiguity for regulators and shareholders. No indications of late reporting or omission are evident from the content provided.

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
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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).

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)
09/12/2025

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	09/12/2025		S(1)		1,520	D	$45.21	442,061	D
Common Stock								414,395	I	By Coleman Family Trust(2)
Common Stock								150,000	I	By Gambatte LLC(3)

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. The sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on June 13, 2025.

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

3. 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	09/16/2025
	** 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 transaction did INTA COO Donald Coleman report on Form 4?

The Form 4 reports a sale of 1,520 shares of Intapp common stock on 09/12/2025 at $45.21 per share.

Was the sale by the INTA reporting person part of a trading plan?

Yes. The filing states the sale was executed pursuant to a 10b5-1 plan established on 06/13/2025.

How many Intapp shares does the reporting person directly and indirectly own after the transaction?

After the transaction, the reporting person directly beneficially owned 442,061 shares; indirectly owned positions include 414,395 shares via the Coleman Family Trust and 150,000 shares via Gambatte LLC.

Who signed the Form 4 and when was it signed?

The Form 4 was signed by Brian Grube, Attorney-in-Fact on 09/16/2025.

What is the relationship between the Coleman Family Trust and Gambatte LLC as disclosed?

The filing explains the Coleman Family Trust lists the reporting person and spouse as trustees and sole beneficiaries; Gambatte LLC is controlled by and for the sole benefit of the Coleman Family Trust.