Intapp, Inc. SEC Filings

Intapp, Inc. insider David Benjamin reported multiple equity transactions in August 2025. He received 16,247 earned shares on 08/19/2025 tied to performance share units and 21,000 RSUs vested the same period subject to service-based vesting that lapsed on 08/20/2025. Additional vesting added 2,890 RSUs on 08/20/2025. To cover tax liabilities from the vesting events, Benjamin sold 6,690 shares on 08/20/2025 in multiple trades under a company 10b5-1 plan established May 14, 2025, at weighted average prices of approximately $41.85, $42.36, and $43.09. Following these transactions he beneficially owned 12,447 shares.

John T. Hall, CEO and director of Intapp, Inc. (INTA), reported equity transactions surrounding the vesting and receipt of performance share units and restricted stock units. The Form 4 shows 31,590 shares earned on August 19, 2025 from performance share units that were certified by the audit committee and subject to service-based vesting that lapsed on August 20, 2025. On August 20, 2025 the reporting person received 8,605 vested RSUs and sold 13,977 shares across multiple transactions under a 10b5-1 plan to cover tax liabilities at weighted average prices of $41.8477, $42.3552 and $43.0935. Following these transactions the reporting person beneficially owned 5,624,993 shares and held 68,880 outstanding RSUs.

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.

Intapp, Inc. insider report for COO Donald F. Coleman. The filing discloses earned performance shares and vested restricted share units (RSUs) and related sales to cover taxes. On 08/19/2025 Coleman was credited with 14,389 common shares earned under performance share units; service vesting lapsed 08/20/2025. On 08/20/2025, 3,132 RSUs vested and 22,800 previously granted restricted share units are reported as outstanding. Concurrently, Coleman sold 6,093 shares on 08/20/2025 in multiple transactions under a 10b5-1 plan to satisfy tax obligations at weighted average prices of approximately $41.85, $42.36 and $43.09. After these transactions Coleman beneficially owns 449,465 shares directly and indirectly holds 564,395 shares through the Coleman Family Trust and Gambatte LLC.

Intapp, Inc. reports a single operating and reportable segment with the Chief Executive Officer as the CODM, and follows standard revenue recognition controls including identification of performance obligations and allocation of transaction price. The company has a five-year senior secured revolving credit facility of $100.0 million with a $10.0 million letter of credit sub-facility and the ability to seek up to an additional $50.0 million of commitments; pricing is tied to adjusted SOFR or an alternate base rate with spreads that vary by leverage. A $150.0 million stock repurchase program is authorized with no expiration date. The company does not pay cash dividends. One customer accounted for 17% and 16% of accounts receivable at June 30, 2025 and 2024. Strategic investments showed no impairment for presented periods and maximum loss equals carrying value.

John T. Hall, Chief Executive Officer and Director of Intapp, Inc. (INTA), exercised options and sold shares under a pre-existing 10b5-1 plan on 08/18/2025. He exercised an employee stock option with a $7.45 exercise price to acquire 80,000 shares and simultaneously sold 80,000 shares in multiple transactions at weighted-average prices of $41.8689, $42.5607 and $43.0964. Following these transactions, reported beneficial ownership declined from 5,678,775 to 5,598,775 shares. The filing notes the option shares were fully vested and that the 10b5-1 plan was established on September 13, 2024. The Form 4 was signed by an attorney-in-fact on 08/19/2025.

Form 144 filed for Intapp, Inc. (INTA) reporting a proposed sale of common stock. The notice shows 56,000 shares to be sold through Morgan Stanley Smith Barney with an aggregate market value of $2,358,720.00 and lists total common shares outstanding as 80,955,240. The securities to be sold were acquired on 08/18/2025 by exercise of stock options and payment was made in cash on the same date. The filing also discloses sales by the same person, John T. Hall, in the past three months totaling 76,135 shares that generated gross proceeds of approximately $4,255,764.69 across multiple dates in May and June 2025. The notice includes the standard representation that the seller is not aware of undisclosed material adverse information.

Intapp, Inc. announced that its Board of Directors authorized a common stock repurchase program of up to $150 million. The company may purchase shares from time to time through open market repurchases, privately negotiated transactions, Rule 10b5-1 trading plans, or other techniques. The repurchase program has no expiration date and does not obligate the company to repurchase any common stock. The timing and number of shares repurchased will depend on stock price, trading volume, and general business and market conditions. A press release announcing the program is furnished as Exhibit 99.1.

Intapp, Inc. furnished a press release on August 12, 2025 announcing its financial results for the fourth quarter and fiscal year ended June 30, 2025. The press release is attached to this Current Report as Exhibit 99.1, and the filing also includes a Cover Page Interactive Data File as Exhibit 104. The company’s common stock trades under the ticker INTA on The Nasdaq Global Select Market.

The 8-K text does not include the underlying financial figures or metrics; readers are directed to Exhibit 99.1 for detailed results. The filing explicitly states that the furnished information is not deemed "filed" for purposes of Section 18 of the Exchange Act and is not incorporated by reference in other filings unless expressly stated. The report is signed by Steven Todd, General Counsel.