Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Intapp, Inc.INTA · Entity 352 | Chief Financial Officer | May 19, 2023 | May 23, 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 May 19, 2023 · Filed May 23, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 220,204 |
Reported balance
After 2023-05-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-19 · Grant · Acquired 26,813 · Balance 220,204 F1: 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 May 19, 2023, 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 May 20, 2023. |
| Common StockSEC Table I · non-derivative | Direct | 206,908 |
Reported balance
After 2023-05-20 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-05-20 · Tax withholding · Disposed 13,296 · Balance 206,908 F2: Shares of Intapp, Inc. common stock withheld for taxes upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. F3: The shares of the Issuer's common stock held by the Reporting Person are subject to the restrictions on transfer set forth in the Lock-Up Agreement dated May 16, 2023 by and among the Reporting Person and BofA Securities, Inc.as Representatives of the several underwriters named in the Underwriting Agreement (the "Underwriting Agreement") filed with the SEC as Exhibit 1.1 to the Form 8-K filed by the Issuer on May 19, 2023. |
| Common StockSEC Table I · non-derivative | Direct | 106,908 |
Reported balance
After 2023-05-22 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2023-05-22 · Sale · Disposed 100,000 · Balance 106,908 F4: Represents 100,000 shares of common stock sold at a price of $35.04 per share (after underwriting discounts and commissions) to the underwriters pursuant to the Underwriting Agreement in connection with a registered public offering of shares of common stock by the Company and certain selling stockholders, including the Reporting Person, pursuant to a final prospectus dated May 17, 2023. F3: The shares of the Issuer's common stock held by the Reporting Person are subject to the restrictions on transfer set forth in the Lock-Up Agreement dated May 16, 2023 by and among the Reporting Person and BofA Securities, Inc.as Representatives of the several underwriters named in the Underwriting Agreement (the "Underwriting Agreement") filed with the SEC as Exhibit 1.1 to the Form 8-K filed by the Issuer on May 19, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 May 19, 2023, 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 May 20, 2023.
F2: Shares of Intapp, Inc. common stock withheld for taxes upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan.
F3: The shares of the Issuer's common stock held by the Reporting Person are subject to the restrictions on transfer set forth in the Lock-Up Agreement dated May 16, 2023 by and among the Reporting Person and BofA Securities, Inc.as Representatives of the several underwriters named in the Underwriting Agreement (the "Underwriting Agreement") filed with the SEC as Exhibit 1.1 to the Form 8-K filed by the Issuer on May 19, 2023.
F4: Represents 100,000 shares of common stock sold at a price of $35.04 per share (after underwriting discounts and commissions) to the underwriters pursuant to the Underwriting Agreement in connection with a registered public offering of shares of common stock by the Company and certain selling stockholders, including the Reporting Person, pursuant to a final prospectus dated May 17, 2023.
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 25, 2022 Filed Nov 28, 2022 17:33 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 1,002 | $22.01 | $22,055.62 |
DisclosureSEC source: 0001062993-22-022830 · form4.xml · nonDerivative · entry 4 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,757 F1 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.00 to $22.05. 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 (3). Read SEC document |
| November 25, 2022 Filed Nov 28, 2022 17:33 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 1,002 | $14.77 | $14,799.54 |
DisclosureSEC source: 0001062993-22-022830 · form4.xml · nonDerivative · entry 3 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,759 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. Read SEC document |
| November 23, 2022 Filed Nov 28, 2022 17:33 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 13,984 | $0.00 Strike: $14.77 | $0.00 |
DisclosureSEC source: 0001062993-22-022830 · form4.xml · derivative · entry 7 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,388 Underlying: Common Stock · 13,984 shares Expires 2030-12-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. F5 · derivative.exercise_date: The shares underlying this option are fully vested and exercisable as of the date hereof. Read SEC document |
| November 23, 2022 Filed Nov 28, 2022 17:33 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 13,984 | $22.08 | $308,770.92 |
DisclosureSEC source: 0001062993-22-022830 · form4.xml · nonDerivative · entry 2 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,757 F1 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.00 to $22.24. 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 (2). Read SEC document |
| November 23, 2022 Filed Nov 28, 2022 17:33 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 13,984 | $14.77 | $206,543.68 |
DisclosureSEC source: 0001062993-22-022830 · form4.xml · nonDerivative · entry 1 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,741 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. Read SEC document |
| November 22, 2022 Filed Nov 22, 2022 17:58 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 525 | $0.00 Strike: $14.77 | $0.00 |
DisclosureSEC source: 0001062993-22-022666 · form4.xml · derivative · entry 11 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,372 Underlying: Common Stock · 525 shares Expires 2030-12-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. F6 · derivative.exercise_date: The shares underlying this option are fully vested and exercisable as of the date hereof. Read SEC document |
| November 22, 2022 Filed Nov 22, 2022 17:58 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 525 | $22.00 | $11,550.00 |
DisclosureSEC source: 0001062993-22-022666 · form4.xml · nonDerivative · entry 8 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,757 F2 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. Read SEC document |
| November 22, 2022 Filed Nov 22, 2022 17:58 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 525 | $14.77 | $7,754.25 |
DisclosureSEC source: 0001062993-22-022666 · form4.xml · nonDerivative · entry 7 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,282 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. Read SEC document |
| November 21, 2022 Filed Nov 22, 2022 17:58 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,187 | $0.00 Strike: $14.77 | $0.00 |
DisclosureSEC source: 0001062993-22-022666 · form4.xml · derivative · entry 10 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,897 Underlying: Common Stock · 3,187 shares Expires 2030-12-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. F6 · derivative.exercise_date: The shares underlying this option are fully vested and exercisable as of the date hereof. Read SEC document |
| November 21, 2022 Filed Nov 22, 2022 17:58 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 3,187 | $22.07 | $70,322.11 |
DisclosureSEC source: 0001062993-22-022666 · form4.xml · nonDerivative · entry 6 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,757 F2 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.01 to $22.10. 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 (5). Read SEC document |
| November 21, 2022 Filed Nov 22, 2022 17:58 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 3,187 | $14.77 | $47,071.99 |
DisclosureSEC source: 0001062993-22-022666 · form4.xml · nonDerivative · entry 5 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,944 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. Read SEC document |
| November 20, 2022 Filed Nov 22, 2022 17:58 UTC | Intapp, Inc. INTA · Entity 352 | Tax withholdingCommon Stock | 9,111 | $21.96 | $200,077.56 |
DisclosureSEC source: 0001062993-22-022666 · form4.xml · nonDerivative · entry 4 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,757 F4 · kind: Shares of Intapp, Inc. common stock withheld for taxes upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 17:58 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,635 | $0.00 Strike: $14.77 | $0.00 |
DisclosureSEC source: 0001062993-22-022666 · form4.xml · derivative · entry 9 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,084 Underlying: Common Stock · 5,635 shares Expires 2030-12-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. F6 · derivative.exercise_date: The shares underlying this option are fully vested and exercisable as of the date hereof. Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 17:58 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 5,635 | $22.06 | $124,295.14 |
DisclosureSEC source: 0001062993-22-022666 · form4.xml · nonDerivative · entry 3 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,868 F2 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.00 to $22.10. 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 (3). Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 17:58 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 5,635 | $14.77 | $83,228.95 |
DisclosureSEC source: 0001062993-22-022666 · form4.xml · nonDerivative · entry 2 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,503 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 17:58 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 18,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022666 · form4.xml · nonDerivative · entry 1 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,868 F1 · price: 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 November 18, 2022, 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 November 20, 2022. Read SEC document |
| November 17, 2022 Filed Nov 17, 2022 18:09 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,308 | $0.00 Strike: $14.77 | $0.00 |
DisclosureSEC source: 0001062993-22-022463 · form4.xml · derivative · entry 9 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,719 Underlying: Common Stock · 5,308 shares Expires 2030-12-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. F4 · derivative.exercise_date: The shares underlying this option are fully vested and exercisable as of the date hereof. Read SEC document |
| November 17, 2022 Filed Nov 17, 2022 18:09 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 5,308 | $22.11 | $117,363.60 |
DisclosureSEC source: 0001062993-22-022463 · form4.xml · nonDerivative · entry 6 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,493 F1 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.01 to $22.32. 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 (3). Read SEC document |
| November 17, 2022 Filed Nov 17, 2022 18:09 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 5,308 | $14.77 | $78,399.16 |
DisclosureSEC source: 0001062993-22-022463 · form4.xml · nonDerivative · entry 5 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,801 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. Read SEC document |
| November 16, 2022 Filed Nov 17, 2022 18:09 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 17,033 | $0.00 Strike: $14.77 | $0.00 |
DisclosureSEC source: 0001062993-22-022463 · form4.xml · derivative · entry 8 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,027 Underlying: Common Stock · 17,033 shares Expires 2030-12-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. F4 · derivative.exercise_date: The shares underlying this option are fully vested and exercisable as of the date hereof. Read SEC document |
| November 16, 2022 Filed Nov 17, 2022 18:09 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 17,033 | $22.06 | $375,729.24 |
DisclosureSEC source: 0001062993-22-022463 · form4.xml · nonDerivative · entry 4 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,493 F1 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. Read SEC document |
| November 16, 2022 Filed Nov 17, 2022 18:09 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 17,033 | $14.77 | $251,577.41 |
DisclosureSEC source: 0001062993-22-022463 · form4.xml · nonDerivative · entry 3 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,526 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 18:09 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 11,645 | $0.00 Strike: $14.77 | $0.00 |
DisclosureSEC source: 0001062993-22-022463 · form4.xml · derivative · entry 7 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,060 Underlying: Common Stock · 11,645 shares Expires 2030-12-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. F4 · derivative.exercise_date: The shares underlying this option are fully vested and exercisable as of the date hereof. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 18:09 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 11,645 | $22.08 | $257,087.83 |
DisclosureSEC source: 0001062993-22-022463 · form4.xml · nonDerivative · entry 2 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,493 F1 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.00 to $22.20. 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 (2). Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 18:09 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 11,645 | $14.77 | $171,996.65 |
DisclosureSEC source: 0001062993-22-022463 · form4.xml · nonDerivative · entry 1 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,138 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. Read SEC document |
| November 11, 2022 Filed Nov 14, 2022 17:47 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 33,164 | $0.00 Strike: $14.77 | $0.00 |
DisclosureSEC source: 0001062993-22-022110 · form4.xml · derivative · entry 6 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,705 Underlying: Common Stock · 33,164 shares Expires 2030-12-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. F3 · derivative.exercise_date: The shares underlying this option are fully vested and exercisable as of the date hereof. Read SEC document |
| November 11, 2022 Filed Nov 14, 2022 17:47 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 33,164 | $22.14 | $734,101.72 |
DisclosureSEC source: 0001062993-22-022110 · form4.xml · nonDerivative · entry 4 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,493 F1 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.00 to $22.32. 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 (2). Read SEC document |
| November 11, 2022 Filed Nov 14, 2022 17:47 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 33,164 | $14.77 | $489,832.28 |
DisclosureSEC source: 0001062993-22-022110 · form4.xml · nonDerivative · entry 3 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,657 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 17:47 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,131 | $0.00 Strike: $14.77 | $0.00 |
DisclosureSEC source: 0001062993-22-022110 · form4.xml · derivative · entry 5 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,869 Underlying: Common Stock · 4,131 shares Expires 2030-12-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. F3 · derivative.exercise_date: The shares underlying this option are fully vested and exercisable as of the date hereof. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 17:47 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 4,131 | $22.19 | $91,685.48 |
DisclosureSEC source: 0001062993-22-022110 · form4.xml · nonDerivative · entry 2 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,493 F1 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 17:47 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 4,131 | $14.77 | $61,014.87 |
DisclosureSEC source: 0001062993-22-022110 · form4.xml · nonDerivative · entry 1 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,624 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercise and sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on September 14, 2021. Read SEC document |
| August 20, 2022 Filed Aug 23, 2022 17:37 UTC | Intapp, Inc. INTA · Entity 352 | Tax withholdingCommon Stock | 7,438 | $14.75 | $109,710.50 |
DisclosureSEC source: 0001062993-22-018676 · form4.xml · nonDerivative · entry 1 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,493 F1 · kind: Shares of Issuer common stock withheld for taxes upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Read SEC document |
| August 18, 2022 Filed Aug 22, 2022 21:06 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-018596 · form4.xml · nonDerivative · entry 2 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,931 F2 · price: The shares of the Issuer's 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 18, 2022 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, 2022. Read SEC document |
| May 31, 2022 Filed Aug 22, 2022 21:06 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 529 | $16.90 | $8,939.04 |
DisclosureSEC source: 0001062993-22-018596 · form4.xml · nonDerivative · entry 1 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,931 F1 · price: Shares purchased pursuant to the Intapp, Inc. 2021 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of December 1, 2021 through May 31, 2022. In accordance with the ESPP, these shares were purchased in a transaction exempt under Rule 16b-3(c) at a price equal to 85% of the closing price of Intapp, Inc. (the "Issuer") common stock on May 31, 2022. Read SEC document |
| May 27, 2022 Filed May 31, 2022 17:18 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 551 | $20.85 | $11,488.35 |
DisclosureSEC source: 0000947871-22-000679 · ownership.xml · nonDerivative · entry 3 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,402 F1 · kind: Shares of Intapp, Inc. (the "Issuer") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. F4 · price: Represents the weighted average sales price of the shares sold ranging from a low of $20.52 to a high of $21.06 per share. The Reporting Person undertakes, upon request by the Staff, the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each price. Read SEC document |
| May 26, 2022 Filed May 31, 2022 17:18 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 437 | $20.80 | $9,089.60 |
DisclosureSEC source: 0000947871-22-000679 · ownership.xml · nonDerivative · entry 2 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,953 F1 · kind: Shares of Intapp, Inc. (the "Issuer") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. F3 · price: Represents the weighted average sales price of the shares sold ranging from a low of $20.71 to a high of $21.21 per share. The Reporting Person undertakes, upon request by the Staff, the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each price. Read SEC document |
| May 26, 2022 Filed May 31, 2022 17:18 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 462 | $20.55 | $9,494.10 |
DisclosureSEC source: 0000947871-22-000679 · ownership.xml · nonDerivative · entry 1 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,390 F1 · kind: Shares of Intapp, Inc. (the "Issuer") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. F2 · price: Represents the weighted average sales price of the shares sold ranging from a low of $20.20 to a high of $20.70 per share. The Reporting Person undertakes, upon request by the staff of the Division of Corporate Finance of the Securities and Exchange Commission (the "Staff"), the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each price. Read SEC document |
| May 25, 2022 Filed May 26, 2022 19:18 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 988 | $20.48 | $20,234.24 |
DisclosureSEC source: 0000947871-22-000658 · ownership.xml · nonDerivative · entry 3 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,852 F1 · kind: Shares of Intapp, Inc. (the "Issuer") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. F4 · price: Represents the weighted average sales price of the shares sold ranging from a low of $20.06 to a high of $20.75 per share. The Reporting Person undertakes, upon request by the Staff, the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each price. Read SEC document |
| May 24, 2022 Filed May 26, 2022 19:18 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 464 | $20.68 | $9,595.52 |
DisclosureSEC source: 0000947871-22-000658 · ownership.xml · nonDerivative · entry 2 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,840 F1 · kind: Shares of Intapp, Inc. (the "Issuer") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. F3 · price: Represents the weighted average sales price of the shares sold ranging from a low of $20.45 to a high of $21.18 per share. The Reporting Person undertakes, upon request by the Staff, the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each price. Read SEC document |
| May 24, 2022 Filed May 26, 2022 19:18 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 829 | $20.30 | $16,828.70 |
DisclosureSEC source: 0000947871-22-000658 · ownership.xml · nonDerivative · entry 1 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,304 F1 · kind: Shares of Intapp, Inc. (the "Issuer") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. F2 · price: Represents the weighted average sales price of the shares sold ranging from a low of $20.10 to a high of $20.44 per share. The Reporting Person undertakes, upon request by the staff of the Division of Corporate Finance of the Securities and Exchange Commission (the "Staff"), the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each price. Read SEC document |
| May 23, 2022 Filed May 24, 2022 19:42 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 1,406 | $22.09 | $31,058.54 |
DisclosureSEC source: 0000947871-22-000642 · ownership.xml · nonDerivative · entry 2 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,133 F1 · kind: Shares of Intapp, Inc. (the "Issuer") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. F3 · price: Represents the weighted average sales price of the shares sold ranging from a low of $21.58 to a high of $22.38 per share. The Reporting Person undertakes, upon request by the Staff, the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each price. Read SEC document |
| May 20, 2022 Filed May 24, 2022 19:42 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 913 | $22.08 | $20,159.04 |
DisclosureSEC source: 0000947871-22-000642 · ownership.xml · nonDerivative · entry 1 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,539 F1 · kind: Shares of Intapp, Inc. (the "Issuer") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. F2 · price: Represents the weighted average sales price of the shares sold ranging from a low of $21.91 to a high of $22.21 per share. The Reporting Person undertakes, upon request by the staff of the Division of Corporate Finance of the Securities and Exchange Commission (the "Staff"), the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each price. Read SEC document |
| May 12, 2022 Filed May 16, 2022 17:30 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-22-000601 · ownership.xml · nonDerivative · entry 1 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,452 F1 · price: The shares of Intapp, Inc (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 May 12, 2022 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 will lapse on May 20, 2022. Read SEC document |
| February 20, 2022 Filed Feb 23, 2022 17:27 UTC | Intapp, Inc. INTA · Entity 352 | Tax withholdingCommon Stock | 10,635 | $21.43 | $227,908.05 |
DisclosureSEC source: 0000947871-22-000267 · ownership.xml · nonDerivative · entry 1 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,452 F1 · kind: Shares of Intapp, Inc. common stock withheld for taxes upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Read SEC document |
| February 09, 2022 Filed Feb 10, 2022 19:36 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-22-000168 · ownership.xml · nonDerivative · entry 2 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,087 F1 · price: The shares of Intapp, Inc (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 February 9, 2022 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 will lapse on February 20, 2022. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 19:36 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 19,087 | $0.00 Strike: $7.45 | $0.00 |
DisclosureSEC source: 0000947871-22-000168 · ownership.xml · derivative · entry 3 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,087 shares Expires 2027-07-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The shares underlying this option are fully vested. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 19:36 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 19,087 | $7.45 | $142,198.15 |
DisclosureSEC source: 0000947871-22-000168 · ownership.xml · nonDerivative · entry 1 Robertson Stephen I. · CIK 0001869576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,087 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.