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[Form 4] Intapp, Inc. Insider Trading Activity

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

Intapp, Inc.'s Chief Marketing Officer, Scott Fitzgerald, reported changes in beneficial ownership following performance-based and service-based vesting of equity awards. On 08/19/2025 he had 7,076 shares of common stock earned from performance share units certified by the audit committee and 11,600 restricted share units (RSUs) added the same day; service-based vesting lapsed on 08/20/2025.

On 08/20/2025 additional RSUs vested (1,599) and the reporting person sold shares to cover tax liability under a 10b5-1 plan established May 14, 2025, with multiple sales at weighted average prices of $41.8477, $42.3552, and $43.0935. Following these transactions the reporting person beneficially owned 48,370 shares and had 12,803 RSUs outstanding.

Positive
  • 7,076 shares of common stock earned from performance share units certified by the audit committee on 08/19/2025
  • 11,600 restricted share units (RSUs) added on 08/19/2025 and an additional 1,599 RSUs vesting on 08/20/2025
  • Reporting person retains beneficial ownership of 48,370 common shares and 12,803 RSUs following transactions
Negative
  • Shares were sold on 08/20/2025 to cover tax liabilities arising from vesting; sales executed under a 10b5-1 plan
  • Multiple disposals reduced immediately held common shares from 51,242 to 48,370, reflecting tax-related dilution of the insider's liquid stake

Insights

Routine insider vesting and tax-related sales; limited market impact.

The Form 4 documents certification of performance share units and scheduled RSU vesting for the CMO, with immediate sales solely to satisfy tax liabilities under a pre-established 10b5-1 plan. The transactions are execution-driven rather than discretionary sales for liquidity or strategic shifts. Aggregate sales occurred at weighted average prices between $41.85 and $43.09, and the reporting person retains meaningful ownership (48,370 shares plus 12,803 RSUs), which maintains insider alignment with shareholders. Overall, no new operational or financial signals about company performance are provided in this filing.

Disclosure shows standard equity compensation mechanics and use of a 10b5-1 plan for tax withholding.

The filing transparently discloses earned performance shares certified by the audit committee and RSU vesting, plus share sales executed under a 10b5-1 plan established May 14, 2025. The inclusion of footnote details on price ranges and the offer to provide granular sale data on request reflects thorough disclosure practice. There is no indication of extraordinary governance actions or departures; transactions appear consistent with routine compensation settlement and tax compliance.

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)
08/19/2025
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 7,076 A $0(1) 49,643 D
Common Stock 08/20/2025 M(2) 1,599 A $0 51,242 D
Common Stock 08/20/2025 S(3) 1,756 D $41.8477(4) 49,486 D
Common Stock 08/20/2025 S(3) 1,076 D $42.3552(4) 48,410 D
Common Stock 08/20/2025 S(3) 40 D $43.0935(4) 48,370 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) 11,600 (6) (6) Common Stock 11,600 $0 11,600 D
Restricted Share Units (7) 08/20/2025 M(2) 1,599 (8) (8) Common Stock 1,599 $0 12,803 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 activity did Intapp (INTA) report for the CMO on Form 4?

The CMO reported earned performance shares and RSU vesting on 08/19–08/20/2025 and sold shares on 08/20/2025 to cover taxes under a 10b5-1 plan.

How many shares did Scott Fitzgerald own after the reported transactions?

After the transactions the reporting person beneficially owned 48,370 common shares and held 12,803 RSUs.

Why were shares sold on 08/20/2025 according to the filing?

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

What prices were achieved for the sold shares?

The filing reports weighted average sale prices of $41.8477, $42.3552, and $43.0935 across multiple transactions, with specific price ranges provided in the footnotes.

Were the performance share units formally certified?

Yes. The audit committee certified the performance-based shares on 08/19/2025, and those earned shares were subject to service-based vesting that lapsed on 08/20/2025.
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