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[Form 4] Intapp, Inc. Insider Trading Activity

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

Insider activity at Intapp, Inc. (INTA): Thad Jampol, Chief Product Officer, reported receipt and vesting of performance-based and service-based restricted share units under the 2021 Omnibus Incentive Plan and subsequent share sales to cover tax obligations. On 08/19/2025 he was credited with 14,528 earned performance shares (subject to service vesting that lapsed on 08/20/2025) and received 23,700 restricted share units (RSUs). On 08/20/2025 an RSU vesting added 3,257 RSUs. Concurrently, Jampol sold a total of 6,184 shares across three transactions at weighted-average prices of $41.8477, $42.3552 and $43.0935 pursuant to a 10b5-1 plan to satisfy tax liabilities. After these transactions, his reported beneficial ownership stood at 882,402 shares directly and 34,972 indirectly (by spouse), with combined direct holdings reported at various points as high as 888,586.

Positive
  • Performance share units were certified by the audit committee resulting in 14,528 earned shares, indicating performance conditions were met
  • Receipt and vesting of RSUs: 23,700 RSUs granted and 3,257 RSUs vested, reflecting ongoing executive compensation alignment with shareholder interests
  • Sales executed under a 10b5-1 plan, demonstrating pre-planned, governance-compliant execution to cover tax liabilities
Negative
  • Insider sold 6,184 shares to satisfy tax liabilities, which modestly increases available shares in the market
  • Some beneficial ownership is indirect (34,972 shares held by spouse), which the reporting person disclaims, complicating direct ownership interpretation

Insights

TL;DR: Routine executive equity compensation vesting and tax-related share sales; no new material corporate events.

This Form 4 documents standard compensation mechanics: performance share units certified by the audit committee converted to common shares and RSUs granted and vested subject to service conditions. The sales were executed under a company 10b5-1 plan to cover tax liabilities, with total sold shares of 6,184 at weighted-average prices near $42. These transactions adjust insider locked and free float slightly but do not indicate changes to company guidance, capital structure, or control.

TL;DR: Compensation-related vesting and tax withholding sales; disclosure aligns with plan governance.

The filing discloses committee-certified performance outcomes and standard service-vesting schedules for RSUs, including post-vesting sale mechanics for tax withholding under a pre-established 10b5-1 plan (adopted May 14, 2025). The reporting person disclaims beneficial ownership of spouse-held shares. Transaction dates, quantities, and weighted-average sale prices are transparently provided, supporting compliance with Section 16 reporting obligations.

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*
Jampol Thad

(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 Product 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 14,528 A $0(1) 885,329 D
Common Stock 08/20/2025 M(2) 3,257 A $0 888,586 D
Common Stock 08/20/2025 S(3) 3,780 D $41.8477(4) 884,806 D
Common Stock 08/20/2025 S(3) 2,318 D $42.3552(4) 882,488 D
Common Stock 08/20/2025 S(3) 86 D $43.0935(4) 882,402 D
Common Stock 34,972 I By Spouse(5)
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 (6) 08/19/2025 A(6) 23,700 (7) (7) Common Stock 23,700 $0 23,700 D
Restricted Share Units (8) 08/20/2025 M(2) 3,257 (9) (9) Common Stock 3,257 $0 26,072 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. Shares held by the reporting person's spouse. The reporting person disclaims beneficial ownership of the securities owned by his spouse, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
6. 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.
7. 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.
8. Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock.
9. 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 did Thad Jampol report on Form 4 for INTA?

The filing reports receipt/vesting of performance shares and RSUs and the sale of shares for tax withholding, with specific quantities and prices disclosed.

How many shares were sold and at what prices in the INTA Form 4?

A total of 6,184 shares were sold on 08/20/2025 at weighted-average prices of $41.8477, $42.3552, and $43.0935.

How many shares did Jampol receive or vest?

He was credited with 14,528 earned performance shares (certified 08/19/2025) and received 23,700 RSUs (08/19/2025); an additional 3,257 RSUs vested on 08/20/2025.

Were the share sales part of a trading plan?

Yes, the sales were executed pursuant to a 10b5-1 plan established by the company on May 14, 2025.

What is the insider's beneficial ownership after these transactions?

Following the reported transactions, direct beneficial ownership was reported at 882,402 shares (with indirect ownership of 34,972 shares held by spouse); other intermediate reported totals include 884,806 and 888,586 based on sequence of transactions.
Intapp, Inc.

NASDAQ:INTA

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INTA Stock Data

3.28B
73.73M
9.08%
89.69%
2.9%
Software - Application
Services-prepackaged Software
Link
United States
PALO ALTO