Intapp, Inc. SEC Filings

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.

Morton David H. Jr., Chief Financial Officer of Intapp, Inc. (INTA), reported multiple equity transactions on August 19-20, 2025. On August 19 he was certified as having earned 15,347 shares from performance-based awards subject to service-based vesting that lapsed on August 20. On August 19 he also received 33,000 restricted share units (RSUs). On August 20 he acquired additional vested RSUs totaling 13,247 shares and purchased 233 shares under the company ESPP. To cover tax liabilities from vesting, he sold 9,943 shares in multiple transactions under a company 10b5-1 plan at weighted average prices of $41.8477, $42.3552 and $43.0935. Following the reported activity, his direct beneficial ownership ranges in the filings include totals such as 51,623 and 78,288 shares across items reported.

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.

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.