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[Form 4] Intapp, Inc. Insider Trading Activity

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

Michele Murgel, Chief People & Places Officer of Intapp, Inc. (INTA), reported equity activity on August 19–20, 2025. On August 19 she had 12,837 shares of common stock earned from performance share units certified by the audit committee; those earned shares were subject to service-based vesting that lapsed on August 20, 2025. Also on August 19 she received 20,100 restricted share units (RSUs). On August 20, RSUs vested (including 2,765 additional RSUs) and sales were executed to cover tax withholding: 3,316, 2,033, and 76 shares were sold at weighted average prices of $41.8477, $42.3552, and $43.0935, respectively. Sales were made pursuant to a company 10b5-1 plan established May 14, 2025. Following these transactions the reporting person beneficially owned 224,522 shares of common stock.

Positive
  • Audit committee certification of performance share unit achievement supports governance oversight
  • Use of a 10b5-1 plan for sales increases procedural transparency and reduces appearance of opportunistic timing
Negative
  • Tax-related share sales reduced the reporting person’s holdings by 5,425 shares
  • Weighted average sale prices indicate partial monetization of vested shares, which slightly decreases insider share concentration

Insights

TL;DR: Insider received performance shares and RSUs that partly vested, and sold a small number of shares under a 10b5-1 plan to cover taxes.

The Form 4 discloses routine compensation-related equity activity rather than any unusual trading signal. The reporting person was credited with 12,837 earned shares from performance share units and received 20,100 RSUs, with service-based vesting conditions that lapsed or continue per the grants. Multiple small sales on August 20 totaling 5,425 shares were executed at weighted average prices between $41.85 and $43.09 to satisfy tax liabilities; the filing states these sales were made under a pre-existing 10b5-1 plan dated May 14, 2025. The net change is consistent with compensation realization rather than opportunistic trading.

TL;DR: Transactions reflect standard executive compensation vesting and tax-withholding sales, documented with audit committee certification and a 10b5-1 plan.

The disclosure notes audit committee certification of performance outcomes and describes vesting schedules for RSUs. Use of a 10b5-1 plan and the footnoted ranges for weighted average sale prices provide procedural transparency. There are no indications in the filing of amendment, acceleration, or irregularer approvals; ownership after transactions remains disclosed as 224,522 shares, preserving standard transparency expectations for insiders.

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*
Murgel Michele

(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 People & Places 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 12,837 A $0(1) 227,182 D
Common Stock 08/20/2025 M(2) 2,765 A $0 229,947 D
Common Stock 08/20/2025 S(3) 3,316 D $41.8477(4) 226,631 D
Common Stock 08/20/2025 S(3) 2,033 D $42.3552(4) 224,598 D
Common Stock 08/20/2025 S(3) 76 D $43.0935(4) 224,522 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) 20,100 (6) (6) Common Stock 20,100 $0 20,100 D
Restricted Share Units (7) 08/20/2025 M(2) 2,765 (8) (8) Common Stock 2,765 $0 22,138 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 traded INTA stock according to this Form 4?

The filing reports transactions by Michele Murgel, Chief People & Places Officer of Intapp, Inc.

How many shares were earned from performance share units on August 19, 2025?

The filing reports 12,837 shares of common stock earned from performance share units certified by the audit committee.

How many RSUs were received and how many vested?

The reporting person received 20,100 RSUs on August 19, 2025; additional RSUs of 2,765 are shown as part of vesting activity on August 20, 2025.

Why were shares sold on August 20, 2025?

Shares were sold to satisfy tax liabilities incurred upon vesting of performance share units and RSUs, executed under a 10b5-1 plan.

How many shares were sold and at what prices?

Sales on August 20 totaled 5,425 shares in three tranches: 3,316 at a weighted average of $41.8477, 2,033 at $42.3552, and 76 at $43.0935.
Intapp, Inc.

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3.28B
73.83M
9.08%
89.69%
2.9%
Software - Application
Services-prepackaged Software
Link
United States
PALO ALTO