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[Form 4] Intapp, Inc. Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Negative)
Form Type
4
Rhea-AI Filing Summary

Intapp, Inc. (INTA) reporting person Scott Fitzgerald, Chief Marketing Officer, reported sales of common stock on 08/21/2025 completed under a 10b5-1 plan established May 14, 2025 to cover tax liabilities from vested performance share units and restricted share units. The report shows three aggregated sale entries: 8,362 shares at a weighted average price of $40.975, 1,300 shares at $41.7969, and 71 shares at $42.0239, leaving the reporting person with 46,991 shares beneficially owned directly after the transactions.

The filing includes an explanatory footnote that the weighted prices reflect multiple trades in specified price ranges and offers to provide detailed per-trade data on request. The Form 4 was signed by an attorney-in-fact on 08/25/2025.

Positive
  • Sales executed under a 10b5-1 plan, indicating pre-arranged transactions rather than opportunistic insider trades
  • Detailed weighted-average price disclosure with offered availability of per-trade breakdown on request
  • Clear statement that sales were to cover tax liabilities from vested performance share units and restricted share units
Negative
  • Reduction in direct holdings from the reporting person to 46,991 shares following the sales
  • Insider sold 9,733 shares on 08/21/2025, which represents a realized disposition of equity by a senior officer

Insights

TL;DR Insider sold shares under a pre-established 10b5-1 plan to satisfy tax obligations; transactions appear routine and not unexpected.

The sale comprises three reported aggregated transactions totaling 9,733 shares disposed at weighted average prices between $40.975 and $42.0239. The seller retained 46,991 shares after the transactions. Because the filing states the sales were executed under a 10b5-1 plan and were tied to tax-withholding on vested equity awards, this suggests the disposition was pre-planned rather than an ad hoc decision. For investors, this is a routine insider liquidity event; there is no information in the filing indicating any change to company operations, guidance, or governance.

TL;DR Reporting indicates compliance with Rule 10b5-1 procedures and transparent price-range disclosure; filing appears procedurally sound.

The Form 4 explicitly notes the sales satisfied tax liabilities from vested performance share units and restricted share units and that transactions were made pursuant to a 10b5-1 plan adopted May 14, 2025. The report discloses weighted average prices and ranges and offers to provide per-trade details on request, which supports transparency. No departures from standard disclosure practice are visible in the provided text.

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*
Fitzgerald Scott

(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)
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) 8 D $40.975(2) 48,362 D
Common Stock 08/21/2025 S(1) 1,300 D $41.7969(2) 47,062 D
Common Stock 08/21/2025 S(1) 71 D $42.0239(2) 46,991 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 shares did Scott Fitzgerald (INTA) sell and why?

He sold common stock to cover tax liabilities from vested performance share units and restricted share units; the sales were executed under a 10b5-1 plan.

How many shares did the insider sell and at what prices?

The filing reports disposals of 8,362 shares at a weighted average of $40.975, 1,300 shares at $41.7969, and 71 shares at $42.0239.

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

The reporting person beneficially owned 46,991 shares directly following the reported transactions.

Were these transactions pre-planned or discretionary?

The Form 4 states the sales were made pursuant to a 10b5-1 plan adopted on May 14, 2025, indicating they were pre-planned.

Can I get a breakdown of individual trade prices?

Yes. The filing notes the weighted averages reflect multiple trades within specified ranges and offers to provide full per-trade details to Intapp, security holders, or the SEC staff upon request.
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