Intapp, Inc. filings document regulatory disclosures for a Nasdaq-listed software company whose common stock trades under INTA. Recent Form 8-K reports furnish quarterly and fiscal-year financial results, including SaaS revenue, cloud annual recurring revenue, and related operating commentary.
The company’s SEC records also cover Regulation FD disclosures for common stock repurchase authorizations, annual meeting results, and proxy governance matters. Its definitive proxy materials address board elections, auditor ratification, stockholder voting procedures, executive and director governance disclosures, and other matters submitted to holders of Intapp common stock.
Intapp, Inc. insider David H. Morton Jr., the Chief Financial Officer, reported open-market sales of a total of 20,000 shares of common stock on August 13, 2026. The sales were executed pursuant to a pre-established Rule 10b5-1 trading plan adopted on August 14, 2025, at weighted average prices of $40.6969 for 18,800 shares and $41.0017 for 1,200 shares, across the stated price ranges. A footnote also describes 351 shares previously purchased at $19.63 under Intapp’s 2021 Employee Stock Purchase Plan for the period December 1, 2025, through May 31, 2026.
Intapp, Inc. (INTA) Chief Product Officer Thad Jampol reported selling a total of 25,000 shares of common stock on August 13, 2026 in open-market transactions under a Rule 10b5-1 trading plan adopted on December 15, 2025. The sale included 23,800 shares at a weighted average price of $40.7485, executed in multiple trades between $40.00 and $40.99 per share, and a separate sale of 1,200 shares at $41.00 per share. A reported indirect holding of 34,972 shares is held by his spouse, for which he disclaims beneficial ownership.
Intapp, Inc. provides AI-powered, cloud-based software tailored to professional and financial firms in highly regulated industries, including accounting, consulting, investment banking, legal, private capital, and real assets. Its vertically focused “Firm AI” architecture applies expert coworker agents, relationship graphs, compliance controls, and decision tracing across core firm workflows such as origination, intake, conflicts, compliance, and profitability management.
The company’s platform includes growth tools like DealCloud and Intapp Properties, compliance and profitability products, and collaboration solutions tightly integrated with Microsoft 365. Built on a multi-tenant Microsoft Azure infrastructure, it emphasizes enterprise-grade security, ethical walls, and open APIs. Intapp serves thousands of clients worldwide, including most Am Law 100 law firms and many leading accounting and private capital firms, and is pursuing growth through AI innovation, expansion upmarket and internationally, and selective acquisitions.
Key risks include heavy concentration in a few regulated industries, dependence on successful AI integration, exposure to cybersecurity threats and data-privacy regulation, long and uncertain sales cycles, history of net losses, reliance on renewals and expansions, intense competition (including AI-native startups and large platforms), and operational challenges from rapid growth and international expansion.
An affiliated holder of Intapp, Inc. (INTA) has filed a notice to sell up to 20,000 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services. The shares, with an aggregate market value of $790,600.00, are listed on NASDAQ and were acquired from the issuer on November 20, 2024 as Restricted Stock Units and Performance Stock Units. The proposed sale date is August 13, 2026.
Intapp, Inc. (INTA) has a proposed sale of restricted securities under Form 144. A holder intends to sell 40,000 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services at 1 New York Plaza in New York. The filing shows an aggregate market value of approximately $1,581,200.00 for these shares. The shares derive from restricted stock units and performance stock units acquired from the issuer on May 20, 2024, with a stated approximate sale date of August 13, 2026.
INTA insider Michele Murgel filed to sell common stock under Rule 144. The filing lists a planned sale of 10,000 common shares through Morgan Stanley Smith Barney LLC Executive Financial Services, with an indicated value of $395,300.00, to be sold on or after August 13, 2026 on NASDAQ. These shares derive from previously exercised stock options.
The filing also reports recent 10b5-1 plan sales of INTA common stock: 20,815 shares for $624,736.42 on July 16, 2026; 14,591 shares for $365,126.64 on June 26, 2026; and additional smaller sales on July 27, July 28, August 3, and August 5, 2026, each with specified share amounts and dollar values.
Intapp, Inc. Chief Executive Officer John T. Hall exercised 3,000 employee stock options on August 10, 2026 at an exercise price of $7.45 per share, converting them into 3,000 shares of common stock. On the same date, he sold 3,000 common shares at $37.04 per share in a sale described as an open market or private transaction. Following the option exercise, he held 85,000 stock options directly. The filing notes that the option exercise and related share sale were carried out under a Rule 10b5-1 trading plan adopted on December 15, 2025, and that the underlying option shares were fully vested and exercisable.
Intapp, Inc. insider John T. Hall filed to sell 6,000 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services, with an aggregate value of $226,380.00, on 08/10/2026 on NASDAQ. The shares relate to an Exercise of Stock Options by the issuer for cash.
The filing also lists prior transactions in the past three months under a Rule 10b5-1 trading plan, including sales of 75,000 shares for $2,764,237.50 and 71,674 shares for $2,641,652.78.
Intapp, Inc. Chief Executive Officer John T. Hall exercised options to acquire 75,000 shares of common stock at $7.45 per share and sold 146,674 shares at a weighted average of $36.8565 on August 5, 2026, under a Rule 10b5-1 trading plan adopted December 15, 2025.
After the option exercise, Hall directly held options to acquire 88,000 additional shares from this grant, and the reported sale transactions occurred at prices ranging from $36.50 to $37.38 per share.
FMR LLC filed an amended Schedule 13G reporting beneficial ownership of 5,054,981.30 shares of Intapp Inc. common stock, representing 6.6% of the class. As of 06/30/2026, FMR LLC had sole voting power over 5,037,306 shares and sole dispositive power over 5,054,981.30 shares, with no shared voting or dispositive power. Abigail P. Johnson is reported with sole dispositive power over the same 5,054,981.30 shares, also amounting to 6.6% of the class, but with no voting power. The filing notes that one or more other persons may receive dividends or sale proceeds from these shares, though no single such person has more than five percent of Intapp’s outstanding common stock.