Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Anaplan, Inc.PLAN · Entity 125824 | Chief Financial Officer | June 10, 2021 | June 15, 2021 |
| COMMVAULT SYSTEMS INCCVLT · Entity 422 | Director | October 09, 2026 | October 13, 2026 |
| Intapp, Inc.INTA · Entity 352 | Chief Financial Officer | August 24, 2026 | August 26, 2026 |
| Seagate Technology Holdings plcSTX · Entity 2029 | EVP & CFO | July 25, 2018 | July 27, 2018 |
| Tesla, Inc.TSLA · Entity 2791 | Chief Accounting Officer | August 06, 2018 | August 15, 2018 |
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.
Anaplan, Inc.
Report date June 10, 2021 · Filed June 15, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 67,886 |
Reported balance
After 2021-06-10 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2021-06-10 · Exercise / conversion · Acquired 59,375 · Balance 67,886 F1: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on September 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. |
| Common StockSEC Table I · non-derivative | Direct | 38,075 |
Reported balance
After 2021-06-11 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2021-06-11 · Sale · Disposed 29,811 · Balance 38,075 F2: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. |
| Common StockSEC Table I · non-derivative | Direct | 41,739 |
Reported balance
After 2021-06-10 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2021-06-10 · Exercise / conversion · Acquired 3,664 · Balance 41,739 F3: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on December 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. |
| Common StockSEC Table I · non-derivative | Direct | 39,899 |
Reported balance
After 2021-06-11 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2021-06-11 · Sale · Disposed 1,840 · Balance 39,899 F2: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. |
| Common StockSEC Table I · non-derivative | Direct | 42,759 |
Reported balance
After 2021-06-10 transaction · row 5
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 5 · 2021-06-10 · Exercise / conversion · Acquired 2,860 · Balance 42,759 F4: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2020, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. |
| Common StockSEC Table I · non-derivative | Direct | 41,322 |
Reported balance
After 2021-06-11 transaction · row 6
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 6 · 2021-06-11 · Sale · Disposed 1,437 · Balance 41,322 F2: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. |
| Common StockSEC Table I · non-derivative | Direct | 43,371 |
Reported balance
After 2021-06-10 transaction · row 7
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 7 · 2021-06-10 · Exercise / conversion · Acquired 2,049 · Balance 43,371 F5: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2021, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. |
| Common StockSEC Table I · non-derivative | Direct | 42,342 |
Reported balance
After 2021-06-11 transaction · row 8
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 8 · 2021-06-11 · Sale · Disposed 1,029 · Balance 42,342 F2: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 296,875 |
Reported balance
After 2021-06-10 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2021-06-10 · Exercise / conversion · Disposed 59,375 · Balance 296,875 F1: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on September 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 29,312 |
Reported balance
After 2021-06-10 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2021-06-10 · Exercise / conversion · Disposed 3,664 · Balance 29,312 F3: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on December 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 31,466 |
Reported balance
After 2021-06-10 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2021-06-10 · Exercise / conversion · Disposed 2,860 · Balance 31,466 F4: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2020, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 30,747 |
Reported balance
After 2021-06-10 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2021-06-10 · Exercise / conversion · Disposed 2,049 · Balance 30,747 F5: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2021, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on September 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.
F2: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.
F3: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on December 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.
F4: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2020, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.
F5: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2021, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.
COMMVAULT SYSTEMS INC
Report date October 09, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,317 |
Reported balance
After 2026-10-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-09 · Grant · Acquired 1,317 · Balance 1,317 F1: The common stock is being granted as restricted stock units, 100% of which shall vest on the date of the 2027 Annual Meeting of Stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The common stock is being granted as restricted stock units, 100% of which shall vest on the date of the 2027 Annual Meeting of Stockholders.
Intapp, Inc.
Report date August 24, 2026 · Filed August 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 120,074 |
Reported balance
After 2026-08-24 transaction · row 1
1 source rowRow 1 · 2026-08-24 · Sale · Disposed 10,000 · Balance 120,074 F1: The 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 August 14, 2025. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.35 to $41.29, inclusive. 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). |
Filing footnotes · ownership attribution and instrument terms
F1: The 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 August 14, 2025.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.35 to $41.29, inclusive. 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).
Seagate Technology Holdings plc
Report date July 25, 2018 · Filed July 27, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 23,346 |
Ending reported balance
After 2018-07-25 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-07-25 · Grant · Acquired 9,943 · Balance 16,076 F1: On July 25, 2018, the Compensation Committee of the Board of Directors of the Issuer determined that the performance conditions were met with respect to 9,943 of the 39,772 Threshold Performance Share Units granted to Mr. Morton on September 9, 2016. The 9,943 Ordinary Shares will vest on September 9, 2018, subject to continuous service through such date. Row 2 · 2018-07-25 · Grant · Acquired 7,270 · Balance 23,346 F2: On July 25, 2018, the Compensation Committee of the Board of Directors of the Issuer determined that the performance conditions were met with respect to 7,270 of the 29,080 Threshold Performance Share Units granted to Mr. Morton on September 11, 2017. The 7,270 Ordinary Shares will vest on September 11, 2018, subject to continuous service through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: On July 25, 2018, the Compensation Committee of the Board of Directors of the Issuer determined that the performance conditions were met with respect to 9,943 of the 39,772 Threshold Performance Share Units granted to Mr. Morton on September 9, 2016. The 9,943 Ordinary Shares will vest on September 9, 2018, subject to continuous service through such date.
F2: On July 25, 2018, the Compensation Committee of the Board of Directors of the Issuer determined that the performance conditions were met with respect to 7,270 of the 29,080 Threshold Performance Share Units granted to Mr. Morton on September 11, 2017. The 7,270 Ordinary Shares will vest on September 11, 2018, subject to continuous service through such date.
Tesla, Inc.
Report date August 06, 2018 · Filed August 15, 2018
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| October 09, 2026 Filed Oct 13, 2026 20:12 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 1,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001476070-26-000004 · wk-form4_1791922365.xml · nonDerivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,317 F1 · security: The common stock is being granted as restricted stock units, 100% of which shall vest on the date of the 2027 Annual Meeting of Stockholders. Read SEC document |
| August 24, 2026 Filed Aug 26, 2026 20:09 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 10,000 | $40.88 | $408,816.00 |
DisclosureSEC source: 0001565687-26-000098 · form4.xml · nonDerivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 120,074 F1 · kind: The 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 August 14, 2025. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.35 to $41.29, inclusive. 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 |
| August 20, 2026 Filed Aug 21, 2026 20:17 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionRestricted Share Units · Derivative | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000091 · form4.xml · derivative · entry 11 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 12,500 shares Expires not disclosed 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. F6 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F2 · kind: The reported transaction involved a restricted share unit ("RSU") vesting on August 20, 2026. F10 · derivative.exercise_date: The RSUs have vested and will vest, subject to continued employment, as to 12.5% of the shares on May 20, 2026, and in seven equal quarterly installments thereafter. F10 · derivative.expiration_date: The RSUs have vested and will vest, subject to continued employment, as to 12.5% of the shares on May 20, 2026, and in seven equal quarterly installments thereafter. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 20:17 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionRestricted Share Units · Derivative | 2,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000091 · form4.xml · derivative · entry 10 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,005 Underlying: Common Stock · 2,749 shares Expires not disclosed 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. F6 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F2 · kind: The reported transaction involved a restricted share unit ("RSU") vesting on August 20, 2026. F9 · derivative.exercise_date: The RSUs have vested and will vest, subject to continued employment, as to 8.33% of the shares on November 20, 2025, and in 11 equal quarterly installments thereafter. F9 · derivative.expiration_date: The RSUs have vested and will vest, subject to continued employment, as to 8.33% of the shares on November 20, 2025, and in 11 equal quarterly installments thereafter. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 20:17 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionRestricted Share Units · Derivative | 4,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000091 · form4.xml · derivative · entry 9 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,215 Underlying: Common Stock · 4,548 shares Expires not disclosed 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. F6 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F2 · kind: The reported transaction involved a restricted share unit ("RSU") vesting on August 20, 2026. F8 · derivative.exercise_date: The RSUs have vested and will vest, subject to continued employment, as to 8.33% of the shares on November 20, 2024, and in 11 equal quarterly installments thereafter. F8 · derivative.expiration_date: The RSUs have vested and will vest, subject to continued employment, as to 8.33% of the shares on November 20, 2024, and in 11 equal quarterly installments thereafter. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 20:17 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionRestricted Share Units · Derivative | 8,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000091 · form4.xml · derivative · entry 8 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,494 Underlying: Common Stock · 8,698 shares Expires not disclosed 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. F6 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F2 · kind: The reported transaction involved a restricted share unit ("RSU") vesting on August 20, 2026. F7 · derivative.exercise_date: The RSUs have vested and will vest, subject to continued employment, as to 25% of the shares on November 20, 2024, and in 12 equal quarterly installments thereafter. F7 · derivative.expiration_date: The RSUs have vested and will vest, subject to continued employment, as to 25% of the shares on November 20, 2024, and in 12 equal quarterly installments thereafter. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 20:17 UTC | Intapp, Inc. INTA · Entity 352 | Tax withholdingCommon Stock | 47,334 | $40.09 | $1,897,620.06 |
DisclosureSEC source: 0001565687-26-000091 · form4.xml · nonDerivative · entry 6 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,074 F3 · kind: Shares of Intapp, Inc. common stock withheld for taxes upon the vesting of performance share units and RSUs granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 20:17 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000091 · form4.xml · nonDerivative · entry 5 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,408 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 reported transaction involved a restricted share unit ("RSU") vesting on August 20, 2026. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 20:17 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 2,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000091 · form4.xml · nonDerivative · entry 4 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,908 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 reported transaction involved a restricted share unit ("RSU") vesting on August 20, 2026. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 20:17 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 4,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000091 · form4.xml · nonDerivative · entry 3 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,159 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 reported transaction involved a restricted share unit ("RSU") vesting on August 20, 2026. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 20:17 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 8,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000091 · form4.xml · nonDerivative · entry 2 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,611 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 reported transaction involved a restricted share unit ("RSU") vesting on August 20, 2026. Read SEC document |
| August 19, 2026 Filed Aug 21, 2026 20:17 UTC | Intapp, Inc. INTA · Entity 352 | GrantRestricted Share Units · Derivative | 60,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000091 · form4.xml · derivative · entry 7 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,300 Underlying: Common Stock · 60,300 shares Expires not disclosed F4 · derivative.exercise_price: The reported transaction involved the reporting person's receipt of a grant of RSUs under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F4 · kind: The reported transaction involved the reporting person's receipt of a grant of RSUs under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F5 · derivative.exercise_date: The RSUs vest, subject to continued employment, as to 8.33% of the shares on November 20, 2026, and in 11 equal quarterly installments thereafter. F5 · derivative.expiration_date: The RSUs vest, subject to continued employment, as to 8.33% of the shares on November 20, 2026, and in 11 equal quarterly installments thereafter. Read SEC document |
| August 19, 2026 Filed Aug 21, 2026 20:17 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 64,523 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000091 · form4.xml · nonDerivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,913 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 August 19, 2026, 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, 2026. Read SEC document |
| August 13, 2026 Filed Aug 17, 2026 20:08 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 1,200 | $41.00 | $49,202.04 |
DisclosureSEC source: 0001565687-26-000077 · form4.xml · nonDerivative · entry 2 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 84,390 F1 · kind: The 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 August 14, 2025. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $40.6969: $40.00 to $40.99, inclusive, and (b) with respect to the weighted average price of $41.0017: $41.00 to $41.01, inclusive. 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 |
| August 13, 2026 Filed Aug 17, 2026 20:08 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 18,800 | $40.70 | $765,101.72 |
DisclosureSEC source: 0001565687-26-000077 · form4.xml · nonDerivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 85,590 F1 · kind: The 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 August 14, 2025. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $40.6969: $40.00 to $40.99, inclusive, and (b) with respect to the weighted average price of $41.0017: $41.00 to $41.01, inclusive. 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). F3 · balance_after: Includes 351 shares purchased at a price of $19.63 pursuant to the Intapp, Inc. 2021 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of December 1, 2025, through May 31, 2026. 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 Issuer common stock on May 31, 2026. Read SEC document |
| May 20, 2026 Filed May 21, 2026 20:14 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionRestricted Share Units · Derivative | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000049 · form4.xml · derivative · entry 10 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,500 Underlying: Common Stock · 12,500 shares Expires not disclosed 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. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F2 · kind: The reported transaction involved a restricted share unit ("RSU") vesting on May 20, 2026. F8 · derivative.exercise_date: The RSUs have vested and will vest, subject to continued employment, as to 12.5% of the shares on May 20, 2026, and in seven equal quarterly installments thereafter. F8 · derivative.expiration_date: The RSUs have vested and will vest, subject to continued employment, as to 12.5% of the shares on May 20, 2026, and in seven equal quarterly installments thereafter. Read SEC document |
| May 20, 2026 Filed May 21, 2026 20:14 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionRestricted Share Units · Derivative | 2,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000049 · form4.xml · derivative · entry 9 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,754 Underlying: Common Stock · 2,749 shares Expires not disclosed 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. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F2 · kind: The reported transaction involved a restricted share unit ("RSU") vesting on May 20, 2026. F7 · derivative.exercise_date: The RSUs have vested and will vest, subject to continued employment, as to 8.33% of the shares on November 20, 2025, and in 11 equal quarterly installments thereafter. F7 · derivative.expiration_date: The RSUs have vested and will vest, subject to continued employment, as to 8.33% of the shares on November 20, 2025, and in 11 equal quarterly installments thereafter. Read SEC document |
| May 20, 2026 Filed May 21, 2026 20:14 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionRestricted Share Units · Derivative | 4,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000049 · form4.xml · derivative · entry 8 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,763 Underlying: Common Stock · 4,548 shares Expires not disclosed 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. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F2 · kind: The reported transaction involved a restricted share unit ("RSU") vesting on May 20, 2026. F6 · derivative.exercise_date: The RSUs have vested and will vest, subject to continued employment, as to 8.33% of the shares on November 20, 2024, and in 11 equal quarterly installments thereafter. F6 · derivative.expiration_date: The RSUs have vested and will vest, subject to continued employment, as to 8.33% of the shares on November 20, 2024, and in 11 equal quarterly installments thereafter. Read SEC document |
| May 20, 2026 Filed May 21, 2026 20:14 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionRestricted Share Units · Derivative | 8,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000049 · form4.xml · derivative · entry 7 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,192 Underlying: Common Stock · 8,699 shares Expires not disclosed 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. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F2 · kind: The reported transaction involved a restricted share unit ("RSU") vesting on May 20, 2026. F5 · derivative.exercise_date: The RSUs have vested and will vest, subject to continued employment, as to 25% of the shares on November 20, 2024, and in 12 equal quarterly installments thereafter. F5 · derivative.expiration_date: The RSUs have vested and will vest, subject to continued employment, as to 25% of the shares on November 20, 2024, and in 12 equal quarterly installments thereafter. Read SEC document |
| May 20, 2026 Filed May 21, 2026 20:14 UTC | Intapp, Inc. INTA · Entity 352 | Tax withholdingCommon Stock | 23,851 | $20.50 | $488,945.50 |
DisclosureSEC source: 0001565687-26-000049 · form4.xml · nonDerivative · entry 6 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,039 F3 · kind: Shares of Intapp, Inc. common stock withheld for taxes upon the vesting of performance share units and RSUs granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Read SEC document |
| May 20, 2026 Filed May 21, 2026 20:14 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000049 · form4.xml · nonDerivative · entry 5 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,890 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 reported transaction involved a restricted share unit ("RSU") vesting on May 20, 2026. Read SEC document |
| May 20, 2026 Filed May 21, 2026 20:14 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 2,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000049 · form4.xml · nonDerivative · entry 4 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,390 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 reported transaction involved a restricted share unit ("RSU") vesting on May 20, 2026. Read SEC document |
| May 20, 2026 Filed May 21, 2026 20:14 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 4,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000049 · form4.xml · nonDerivative · entry 3 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,641 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 reported transaction involved a restricted share unit ("RSU") vesting on May 20, 2026. Read SEC document |
| May 20, 2026 Filed May 21, 2026 20:14 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 8,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000049 · form4.xml · nonDerivative · entry 2 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,093 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 reported transaction involved a restricted share unit ("RSU") vesting on May 20, 2026. Read SEC document |
| May 19, 2026 Filed May 21, 2026 20:14 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 18,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000049 · form4.xml · nonDerivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,394 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 May 19, 2026, 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, 2026. Read SEC document |
| February 20, 2026 Filed Feb 20, 2026 21:17 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionRestricted Share Units · Derivative | 8,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000028 · form4.xml · derivative · entry 9 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,891 Underlying: Common Stock · 8,698 shares Expires not disclosed 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. F7 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F3 · kind: The reported transaction involved a restricted share unit ("RSU") vesting on February 20, 2026. F10 · derivative.exercise_date: The RSUs have vested and will vest, subject to continued employment, as to 25% of the shares on November 20, 2024, and in 12 equal quarterly installments thereafter. F10 · derivative.expiration_date: The RSUs have vested and will vest, subject to continued employment, as to 25% of the shares on November 20, 2024, and in 12 equal quarterly installments thereafter. Read SEC document |
| February 20, 2026 Filed Feb 20, 2026 21:17 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionRestricted Share Units · Derivative | 2,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000028 · form4.xml · derivative · entry 8 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,503 Underlying: Common Stock · 2,749 shares Expires not disclosed 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. F7 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F3 · kind: The reported transaction involved a restricted share unit ("RSU") vesting on February 20, 2026. F9 · derivative.exercise_date: The RSUs have vested and will vest, subject to continued employment, as to 8.33% of the shares on November 20, 2025, and in 11 equal quarterly installments thereafter. F9 · derivative.expiration_date: The RSUs have vested and will vest, subject to continued employment, as to 8.33% of the shares on November 20, 2025, and in 11 equal quarterly installments thereafter. Read SEC document |
| February 20, 2026 Filed Feb 20, 2026 21:17 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionRestricted Share Units · Derivative | 4,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000028 · form4.xml · derivative · entry 7 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,311 Underlying: Common Stock · 4,548 shares Expires not disclosed 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. F7 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F3 · kind: The reported transaction involved a restricted share unit ("RSU") vesting on February 20, 2026. F8 · derivative.exercise_date: The RSUs have vested and will vest, subject to continued employment, as to 8.33% of the shares on November 20, 2024, and in 11 equal quarterly installments thereafter. F8 · derivative.expiration_date: The RSUs have vested and will vest, subject to continued employment, as to 8.33% of the shares on November 20, 2024, and in 11 equal quarterly installments thereafter. Read SEC document |
| February 20, 2026 Filed Feb 20, 2026 21:17 UTC | Intapp, Inc. INTA · Entity 352 | Tax withholdingCommon Stock | 25,432 | $22.16 | $563,573.12 |
DisclosureSEC source: 0001565687-26-000028 · form4.xml · nonDerivative · entry 5 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,025 F4 · kind: Shares of Intapp, Inc. common stock withheld for taxes upon the vesting of performance share units and RSUs granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Read SEC document |
| February 20, 2026 Filed Feb 20, 2026 21:17 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 8,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000028 · form4.xml · nonDerivative · entry 4 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,457 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. F3 · kind: The reported transaction involved a restricted share unit ("RSU") vesting on February 20, 2026. Read SEC document |
| February 20, 2026 Filed Feb 20, 2026 21:17 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 2,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000028 · form4.xml · nonDerivative · entry 3 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,759 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. F3 · kind: The reported transaction involved a restricted share unit ("RSU") vesting on February 20, 2026. Read SEC document |
| February 20, 2026 Filed Feb 20, 2026 21:17 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 4,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000028 · form4.xml · nonDerivative · entry 2 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,010 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. F3 · kind: The reported transaction involved a restricted share unit ("RSU") vesting on February 20, 2026. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:17 UTC | Intapp, Inc. INTA · Entity 352 | GrantRestricted Share Units · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000028 · form4.xml · derivative · entry 6 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires not disclosed F5 · derivative.exercise_price: The reported transaction involved the reporting person's receipt of a grant of RSUs under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F5 · kind: The reported transaction involved the reporting person's receipt of a grant of RSUs under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F6 · derivative.exercise_date: The RSUs vest, subject to continued employment, as to 12.5% of the shares on May 20, 2026, and in seven equal quarterly installments thereafter. F6 · derivative.expiration_date: The RSUs vest, subject to continued employment, as to 12.5% of the shares on May 20, 2026, and in seven equal quarterly installments thereafter. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:17 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 46,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-26-000028 · form4.xml · nonDerivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,462 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 February 19, 2026, 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 February 20, 2026. F2 · balance_after: Includes 269 shares purchased at a price of $36.278 pursuant to the Intapp, Inc. 2021 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of June 1, 2025, through November 30, 2025. 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 lower of the closing price of Issuer common stock on the offering date or purchase date. Read SEC document |
| November 24, 2025 Filed Nov 26, 2025 14:02 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 10,000 | $40.76 | $407,572.00 |
DisclosureSEC source: 0001565687-25-000145 · form4.xml · nonDerivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 43,765 F1 · kind: The 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 August 14, 2025. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.33 to $41.04, inclusive. 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 20, 2025 Filed Nov 21, 2025 21:14 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionRestricted Share Units · Derivative | 8,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-25-000139 · form4.xml · derivative · entry 8 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,589 Underlying: Common Stock · 8,699 shares Expires not disclosed 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. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F2 · kind: The reported transaction involved a restricted share unit ("RSU") vesting on November 20, 2025. F7 · derivative.exercise_date: The RSUs have vested and will vest, subject to continued employment, as to 25% of the shares on November 20, 2024, and in 12 equal quarterly installments thereafter. F7 · derivative.expiration_date: The RSUs have vested and will vest, subject to continued employment, as to 25% of the shares on November 20, 2024, and in 12 equal quarterly installments thereafter. Read SEC document |
| November 20, 2025 Filed Nov 21, 2025 21:14 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionRestricted Share Units · Derivative | 2,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-25-000139 · form4.xml · derivative · entry 7 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,252 Underlying: Common Stock · 2,748 shares Expires not disclosed 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. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F2 · kind: The reported transaction involved a restricted share unit ("RSU") vesting on November 20, 2025. F6 · derivative.exercise_date: The RSUs have vested and will vest, subject to continued employment, as to 8.33% of the shares on November 20, 2025, and in 11 equal quarterly installments thereafter. F6 · derivative.expiration_date: The RSUs have vested and will vest, subject to continued employment, as to 8.33% of the shares on November 20, 2025, and in 11 equal quarterly installments thereafter. Read SEC document |
| November 20, 2025 Filed Nov 21, 2025 21:14 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionRestricted Share Units · Derivative | 4,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-25-000139 · form4.xml · derivative · entry 6 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,859 Underlying: Common Stock · 4,548 shares Expires not disclosed 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. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F2 · kind: The reported transaction involved a restricted share unit ("RSU") vesting on November 20, 2025. F5 · derivative.exercise_date: The RSUs have vested and will vest, subject to continued employment, as to 8.33% of the shares on November 20, 2024, and in 11 equal quarterly installments thereafter. F5 · derivative.expiration_date: The RSUs have vested and will vest, subject to continued employment, as to 8.33% of the shares on November 20, 2024, and in 11 equal quarterly installments thereafter. Read SEC document |
| November 20, 2025 Filed Nov 21, 2025 21:14 UTC | Intapp, Inc. INTA · Entity 352 | Tax withholdingCommon Stock | 17,455 | $40.57 | $708,149.35 |
DisclosureSEC source: 0001565687-25-000139 · form4.xml · nonDerivative · entry 5 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,765 F3 · kind: Shares of Intapp, Inc. common stock withheld for taxes upon the vesting of performance share units and RSUs granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Read SEC document |
| November 20, 2025 Filed Nov 21, 2025 21:14 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 8,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-25-000139 · form4.xml · nonDerivative · entry 4 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,220 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 reported transaction involved a restricted share unit ("RSU") vesting on November 20, 2025. Read SEC document |
| November 20, 2025 Filed Nov 21, 2025 21:14 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 2,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-25-000139 · form4.xml · nonDerivative · entry 3 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,521 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 reported transaction involved a restricted share unit ("RSU") vesting on November 20, 2025. Read SEC document |
| November 20, 2025 Filed Nov 21, 2025 21:14 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 4,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-25-000139 · form4.xml · nonDerivative · entry 2 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,773 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 reported transaction involved a restricted share unit ("RSU") vesting on November 20, 2025. Read SEC document |
| November 19, 2025 Filed Nov 21, 2025 21:14 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 18,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-25-000139 · form4.xml · nonDerivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,225 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 19, 2025, 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, 2025. Read SEC document |
| August 22, 2025 Filed Aug 25, 2025 20:14 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 5,033 | $43.14 | $217,105.00 |
DisclosureSEC source: 0001565687-25-000059 · form4.xml · nonDerivative · entry 6 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,855 F3 · kind: The 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 3, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $40.975: $40.97 to $40.99, inclusive, (b) with respect to the weighted average price of $41.7969: $41.10 to $41.991, inclusive, (c) with respect to the weighted average price of $41.86: $41.75 to $41.97, inclusive, (d) with respect to the weighted average price of $42.0239: $42.00 to $42.115, inclusive, (e) with respect to the weighted average price of $42.795: $42.02 to $42.99, inclusive, and (f) with respect to the weighted average price of $43.1363: $43.00 to $43.50, inclusive. 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 |
| August 22, 2025 Filed Aug 25, 2025 20:14 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 4,767 | $42.80 | $204,003.77 |
DisclosureSEC source: 0001565687-25-000059 · form4.xml · nonDerivative · entry 5 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 41,888 F3 · kind: The 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 3, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $40.975: $40.97 to $40.99, inclusive, (b) with respect to the weighted average price of $41.7969: $41.10 to $41.991, inclusive, (c) with respect to the weighted average price of $41.86: $41.75 to $41.97, inclusive, (d) with respect to the weighted average price of $42.0239: $42.00 to $42.115, inclusive, (e) with respect to the weighted average price of $42.795: $42.02 to $42.99, inclusive, and (f) with respect to the weighted average price of $43.1363: $43.00 to $43.50, inclusive. 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 |
| August 22, 2025 Filed Aug 25, 2025 20:14 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 200 | $41.86 | $8,372.00 |
DisclosureSEC source: 0001565687-25-000059 · form4.xml · nonDerivative · entry 4 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,655 F3 · kind: The 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 3, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $40.975: $40.97 to $40.99, inclusive, (b) with respect to the weighted average price of $41.7969: $41.10 to $41.991, inclusive, (c) with respect to the weighted average price of $41.86: $41.75 to $41.97, inclusive, (d) with respect to the weighted average price of $42.0239: $42.00 to $42.115, inclusive, (e) with respect to the weighted average price of $42.795: $42.02 to $42.99, inclusive, and (f) with respect to the weighted average price of $43.1363: $43.00 to $43.50, inclusive. 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 |
| August 21, 2025 Filed Aug 25, 2025 20:14 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 247 | $42.02 | $10,379.90 |
DisclosureSEC source: 0001565687-25-000059 · form4.xml · nonDerivative · entry 3 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,855 F1 · kind: Shares of Intapp, Inc.'s (the "Company") common stock sold for tax liability incurred upon the vesting of performance share units and restricted share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Shares were sold pursuant to a 10b5-1 plan put in place by the Company on May 14, 2025. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $40.975: $40.97 to $40.99, inclusive, (b) with respect to the weighted average price of $41.7969: $41.10 to $41.991, inclusive, (c) with respect to the weighted average price of $41.86: $41.75 to $41.97, inclusive, (d) with respect to the weighted average price of $42.0239: $42.00 to $42.115, inclusive, (e) with respect to the weighted average price of $42.795: $42.02 to $42.99, inclusive, and (f) with respect to the weighted average price of $43.1363: $43.00 to $43.50, inclusive. 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 |
| August 21, 2025 Filed Aug 25, 2025 20:14 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 4,495 | $41.80 | $187,877.07 |
DisclosureSEC source: 0001565687-25-000059 · form4.xml · nonDerivative · entry 2 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,102 F1 · kind: Shares of Intapp, Inc.'s (the "Company") common stock sold for tax liability incurred upon the vesting of performance share units and restricted share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Shares were sold pursuant to a 10b5-1 plan put in place by the Company on May 14, 2025. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $40.975: $40.97 to $40.99, inclusive, (b) with respect to the weighted average price of $41.7969: $41.10 to $41.991, inclusive, (c) with respect to the weighted average price of $41.86: $41.75 to $41.97, inclusive, (d) with respect to the weighted average price of $42.0239: $42.00 to $42.115, inclusive, (e) with respect to the weighted average price of $42.795: $42.02 to $42.99, inclusive, and (f) with respect to the weighted average price of $43.1363: $43.00 to $43.50, inclusive. 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 |
| August 21, 2025 Filed Aug 25, 2025 20:14 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 26 | $40.98 | $1,065.35 |
DisclosureSEC source: 0001565687-25-000059 · form4.xml · nonDerivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 51,597 F1 · kind: Shares of Intapp, Inc.'s (the "Company") common stock sold for tax liability incurred upon the vesting of performance share units and restricted share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Shares were sold pursuant to a 10b5-1 plan put in place by the Company on May 14, 2025. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $40.975: $40.97 to $40.99, inclusive, (b) with respect to the weighted average price of $41.7969: $41.10 to $41.991, inclusive, (c) with respect to the weighted average price of $41.86: $41.75 to $41.97, inclusive, (d) with respect to the weighted average price of $42.0239: $42.00 to $42.115, inclusive, (e) with respect to the weighted average price of $42.795: $42.02 to $42.99, inclusive, and (f) with respect to the weighted average price of $43.1363: $43.00 to $43.50, inclusive. 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 |
| August 20, 2025 Filed Aug 21, 2025 20:20 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionRestricted Share Units · Derivative | 8,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-25-000047 · form4.xml · derivative · entry 9 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 78,288 Underlying: Common Stock · 8,699 shares Expires not disclosed 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. F8 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F3 · kind: The reported transaction involved a restricted share unit ("RSU") vesting on August 20, 2025. F10 · derivative.exercise_date: The RSUs have vested and will vest, subject to continued employment, as to 25% of the shares on November 20, 2024, and in 12 equal quarterly installments thereafter. F10 · derivative.expiration_date: The RSUs have vested and will vest, subject to continued employment, as to 25% of the shares on November 20, 2024, and in 12 equal quarterly installments thereafter. 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.