Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Intapp, Inc.INTA · Entity 352 | Director | November 14, 2023 | November 16, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Intapp, Inc.
Report date November 14, 2023 · Filed November 16, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,009 |
Reported balance
After 2023-11-14 transaction · row 1
1 source rowRow 1 · 2023-11-14 · Grant · Acquired 5,624 · Balance 22,009 F1: The reported transaction involved the reporting person's receipt of a grant of restricted share units under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each restricted share unit represents a contingent right to receive one share of Intapp, Inc. common stock. The shares of common stock held of record by Mr. Gaffney may be deemed to be beneficially owned by Great Hill Equity Partners IV, LP pursuant to its amended and restated limited partnership agreements. The Reporting Person disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction involved the reporting person's receipt of a grant of restricted share units under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each restricted share unit represents a contingent right to receive one share of Intapp, Inc. common stock. The shares of common stock held of record by Mr. Gaffney may be deemed to be beneficially owned by Great Hill Equity Partners IV, LP pursuant to its amended and restated limited partnership agreements. The Reporting Person disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 14, 2023 Filed Nov 16, 2023 16:29 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 5,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-020996 · form4.xml · nonDerivative · entry 1 Gaffney Christopher · CIK 0001869539 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,009 F1 · price: The reported transaction involved the reporting person's receipt of a grant of restricted share units under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each restricted share unit represents a contingent right to receive one share of Intapp, Inc. common stock. The shares of common stock held of record by Mr. Gaffney may be deemed to be beneficially owned by Great Hill Equity Partners IV, LP pursuant to its amended and restated limited partnership agreements. The Reporting Person disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 18:08 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 9,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022462 · form4.xml · nonDerivative · entry 1 Gaffney Christopher · CIK 0001869539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,385 F1 · price: The reported transaction involved the reporting person's receipt of a grant of restricted share units under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each restricted share unit represents a contingent right to receive one share of Intapp, Inc. common stock. Read SEC document |
| November 16, 2021 Filed Feb 10, 2022 21:01 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 7,092 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-22-000177 · ownership.xml · nonDerivative · entry 1 Gaffney Christopher · CIK 0001869539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,092 F1 · price: Subject to restricted share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Each restricted share unit represents a contingent right to receive one share of Intapp, Inc. common stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.