Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Intapp, Inc.INTA · Entity 352 | Chief Operating Officer | August 19, 2026 | August 21, 2026 |
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 August 19, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 554,282 |
Ending reported balance
After 2026-08-20 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-08-19 · Grant · Acquired 31,458 · Balance 562,297 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 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. Row 2 · 2026-08-20 · Exercise / conversion · Acquired 3,132 · Balance 565,429 F2: The reported transaction involved a restricted share unit ("RSU") vesting on August 20, 2026. Row 3 · 2026-08-20 · Exercise / conversion · Acquired 1,899 · Balance 567,328 F2: The reported transaction involved a restricted share unit ("RSU") vesting on August 20, 2026. Row 4 · 2026-08-20 · Exercise / conversion · Acquired 11,250 · Balance 578,578 F2: The reported transaction involved a restricted share unit ("RSU") vesting on August 20, 2026. Row 5 · 2026-08-20 · Tax withholding · Disposed 24,296 · Balance 554,282 F3: 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. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 45,000 |
Reported balance
After 2026-08-19 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-08-19 · Grant · Acquired 45,000 · Balance 45,000 F6: 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. F7: 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. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 12,543 |
Reported balance
After 2026-08-20 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-08-20 · Exercise / conversion · Disposed 3,132 · Balance 12,543 F8: Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F2: The reported transaction involved a restricted share unit ("RSU") vesting on August 20, 2026. F9: 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. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 15,204 |
Reported balance
After 2026-08-20 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-08-20 · Exercise / conversion · Disposed 1,899 · Balance 15,204 F8: Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F2: The reported transaction involved a restricted share unit ("RSU") vesting on August 20, 2026. F10: 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. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 67,500 |
Reported balance
After 2026-08-20 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-08-20 · Exercise / conversion · Disposed 11,250 · Balance 67,500 F8: Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F2: The reported transaction involved a restricted share unit ("RSU") vesting on August 20, 2026. F11: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Coleman Family Trust | 414,395 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 414,395 F4: Shares held by the Coleman Family Trust, of which the reporting person and his spouse are trustees and sole beneficiaries. |
| Common StockSEC Table I · non-derivative | IndirectBy Gambatte LLC | 150,000 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 150,000 F5: Shares held by Gambatte LLC, an entity controlled by and for the sole benefit of the Coleman Family Trust. |
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 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.
F2: The reported transaction involved a restricted share unit ("RSU") vesting on August 20, 2026.
F3: 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.
F4: Shares held by the Coleman Family Trust, of which the reporting person and his spouse are trustees and sole beneficiaries.
F5: Shares held by Gambatte LLC, an entity controlled by and for the sole benefit of the Coleman Family Trust.
F6: 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.
F7: 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.
F8: Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock.
F9: 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.
F10: 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.
F11: 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.
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 |
|---|---|---|---|---|---|---|
| February 20, 2024 Filed Feb 21, 2024 21:12 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 6,102 | $41.36 | $252,377.50 |
DisclosureSEC source: 0001127602-24-006046 · form4.xml · nonDerivative · entry 3 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 642,449 F2 · kind: Shares of the Issuer's common stock sold for tax liability incurred upon the vesting of performance 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 December 12, 2023. F3 · 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 $40.8758: $40.73 to $40.99, inclusive, (b) with respect to the weighted average price of $41.3598: $41.00 to $41.87, inclusive, and (c) with respect to the weighted average price of $42.135: $42.005 to $42.225, 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 (3). Read SEC document |
| February 20, 2024 Filed Feb 21, 2024 21:12 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 835 | $40.88 | $34,131.29 |
DisclosureSEC source: 0001127602-24-006046 · form4.xml · nonDerivative · entry 2 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 648,551 F2 · kind: Shares of the Issuer's common stock sold for tax liability incurred upon the vesting of performance 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 December 12, 2023. F3 · 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 $40.8758: $40.73 to $40.99, inclusive, (b) with respect to the weighted average price of $41.3598: $41.00 to $41.87, inclusive, and (c) with respect to the weighted average price of $42.135: $42.005 to $42.225, 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 (3). Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 21:12 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 37,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006046 · form4.xml · nonDerivative · entry 1 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 649,386 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 16, 2024, 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, 2024. Read SEC document |
| February 02, 2024 Filed Feb 5, 2024 21:17 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $3.99 | $0.00 |
DisclosureSEC source: 0001062993-24-001946 · form4.xml · derivative · entry 8 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 286,615 Underlying: Common Stock · 5,000 shares Expires 2025-08-27 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 February 21, 2023. F4 · derivative.exercise_date: The shares underlying this option are fully vested and exercisable as of the date hereof. Read SEC document |
| February 02, 2024 Filed Feb 5, 2024 21:17 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 5,000 | $44.11 | $220,543.00 |
DisclosureSEC source: 0001062993-24-001946 · form4.xml · nonDerivative · entry 5 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 612,011 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 February 21, 2023. 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 $42.8075: $42.68 to $42.90, inclusive, (b) with respect to the weighted average price of $43.4652: $43.06 to $43.69, inclusive, and (c) with respect to the weighted average price of $44.1086: $44.00 to $44.28, 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 |
| February 02, 2024 Filed Feb 5, 2024 21:17 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 5,000 | $3.99 | $19,950.00 |
DisclosureSEC source: 0001062993-24-001946 · form4.xml · nonDerivative · entry 4 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 617,011 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 February 21, 2023. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 21:17 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $3.99 | $0.00 |
DisclosureSEC source: 0001062993-24-001946 · form4.xml · derivative · entry 7 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 291,615 Underlying: Common Stock · 15,000 shares Expires 2025-08-27 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 February 21, 2023. F4 · derivative.exercise_date: The shares underlying this option are fully vested and exercisable as of the date hereof. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 21:17 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 12,600 | $43.47 | $547,661.52 |
DisclosureSEC source: 0001062993-24-001946 · form4.xml · nonDerivative · entry 3 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 612,011 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 February 21, 2023. 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 $42.8075: $42.68 to $42.90, inclusive, (b) with respect to the weighted average price of $43.4652: $43.06 to $43.69, inclusive, and (c) with respect to the weighted average price of $44.1086: $44.00 to $44.28, 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 |
| February 01, 2024 Filed Feb 5, 2024 21:17 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 2,400 | $42.81 | $102,738.00 |
DisclosureSEC source: 0001062993-24-001946 · form4.xml · nonDerivative · entry 2 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 624,611 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 February 21, 2023. 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 $42.8075: $42.68 to $42.90, inclusive, (b) with respect to the weighted average price of $43.4652: $43.06 to $43.69, inclusive, and (c) with respect to the weighted average price of $44.1086: $44.00 to $44.28, 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 |
| February 01, 2024 Filed Feb 5, 2024 21:17 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 15,000 | $3.99 | $59,850.00 |
DisclosureSEC source: 0001062993-24-001946 · form4.xml · nonDerivative · entry 1 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 627,011 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 February 21, 2023. Read SEC document |
| January 22, 2024 Filed Jan 23, 2024 21:40 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 26,088 | $0.00 Strike: $3.99 | $0.00 |
DisclosureSEC source: 0001062993-24-001189 · form4.xml · derivative · entry 7 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 306,615 Underlying: Common Stock · 26,088 shares Expires 2025-08-27 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 February 21, 2023. F3 · derivative.exercise_date: The shares underlying this option are fully vested and exercisable as of the date hereof. Read SEC document |
| January 22, 2024 Filed Jan 23, 2024 21:40 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 26,088 | $44.58 | $1,162,940.43 |
DisclosureSEC source: 0001062993-24-001189 · form4.xml · nonDerivative · entry 4 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 612,011 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 February 21, 2023. Read SEC document |
| January 22, 2024 Filed Jan 23, 2024 21:40 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 26,088 | $3.99 | $104,091.12 |
DisclosureSEC source: 0001062993-24-001189 · form4.xml · nonDerivative · entry 3 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 638,099 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 February 21, 2023. Read SEC document |
| January 19, 2024 Filed Jan 23, 2024 21:40 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 8,912 | $0.00 Strike: $3.99 | $0.00 |
DisclosureSEC source: 0001062993-24-001189 · form4.xml · derivative · entry 6 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 332,703 Underlying: Common Stock · 8,912 shares Expires 2025-08-27 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 February 21, 2023. F3 · derivative.exercise_date: The shares underlying this option are fully vested and exercisable as of the date hereof. Read SEC document |
| January 19, 2024 Filed Jan 23, 2024 21:40 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 8,912 | $44.01 | $392,201.08 |
DisclosureSEC source: 0001062993-24-001189 · form4.xml · nonDerivative · entry 2 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 612,011 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 February 21, 2023. Read SEC document |
| January 19, 2024 Filed Jan 23, 2024 21:40 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 8,912 | $3.99 | $35,558.88 |
DisclosureSEC source: 0001062993-24-001189 · form4.xml · nonDerivative · entry 1 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 620,923 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 February 21, 2023. Read SEC document |
| January 10, 2024 Filed Jan 12, 2024 21:09 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $3.99 | $0.00 |
DisclosureSEC source: 0001062993-24-000836 · form4.xml · derivative · entry 4 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 341,615 Underlying: Common Stock · 5,000 shares Expires 2025-08-27 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 February 21, 2023. F4 · derivative.exercise_date: The shares underlying this option are fully vested and exercisable as of the date hereof. Read SEC document |
| January 10, 2024 Filed Jan 12, 2024 21:09 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 5,000 | $39.02 | $195,098.50 |
DisclosureSEC source: 0001062993-24-000836 · form4.xml · nonDerivative · entry 2 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 612,011 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 February 21, 2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.00 to $39.07, 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 |
| January 10, 2024 Filed Jan 12, 2024 21:09 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 5,000 | $3.99 | $19,950.00 |
DisclosureSEC source: 0001062993-24-000836 · form4.xml · nonDerivative · entry 1 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 617,011 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 February 21, 2023. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 21:20 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $3.99 | $0.00 |
DisclosureSEC source: 0001062993-24-000428 · form4.xml · derivative · entry 6 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 346,615 Underlying: Common Stock · 10,000 shares Expires 2025-08-27 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 February 21, 2023. F4 · derivative.exercise_date: The shares underlying this option are fully vested and exercisable as of the date hereof. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 21:20 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 400 | $37.00 | $14,800.00 |
DisclosureSEC source: 0001062993-24-000428 · form4.xml · nonDerivative · entry 4 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 612,011 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 February 21, 2023. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 21:20 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 9,300 | $36.59 | $340,301.88 |
DisclosureSEC source: 0001062993-24-000428 · form4.xml · nonDerivative · entry 3 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 612,411 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 February 21, 2023. 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 $35.9667: $35.94 to $35.99, inclusive, and (b) with respect to the weighted average price of $36.5916: $36.04 to $36.87, 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 |
| January 02, 2024 Filed Jan 4, 2024 21:20 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 300 | $35.97 | $10,790.01 |
DisclosureSEC source: 0001062993-24-000428 · form4.xml · nonDerivative · entry 2 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 621,711 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 February 21, 2023. 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 $35.9667: $35.94 to $35.99, inclusive, and (b) with respect to the weighted average price of $36.5916: $36.04 to $36.87, 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 |
| January 02, 2024 Filed Jan 4, 2024 21:20 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 10,000 | $3.99 | $39,900.00 |
DisclosureSEC source: 0001062993-24-000428 · form4.xml · nonDerivative · entry 1 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 622,011 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 February 21, 2023. Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 21:10 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $3.99 | $0.00 |
DisclosureSEC source: 0001062993-23-022941 · form4.xml · derivative · entry 4 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 356,615 Underlying: Common Stock · 5,000 shares Expires 2025-08-27 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 February 21, 2023. F5 · derivative.exercise_date: The shares underlying this option are fully vested and exercisable as of the date hereof. Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 21:10 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 5,000 | $39.01 | $195,028.00 |
DisclosureSEC source: 0001062993-23-022941 · form4.xml · nonDerivative · entry 2 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 612,011 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 February 21, 2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.00 to $39.05, 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: 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 November 14, 2023 by and among the Reporting Person and Citigroup Global Markets Inc. as underwriter 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 November 17, 2023. Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 21:10 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 5,000 | $3.99 | $19,950.00 |
DisclosureSEC source: 0001062993-23-022941 · form4.xml · nonDerivative · entry 1 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 617,011 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 February 21, 2023. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 21:14 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $3.99 | $0.00 |
DisclosureSEC source: 0001062993-23-021916 · form4.xml · derivative · entry 4 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 361,615 Underlying: Common Stock · 10,000 shares Expires 2025-08-27 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 February 21, 2023. F5 · derivative.exercise_date: The shares underlying this option are fully vested and exercisable as of the date hereof. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 21:14 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 10,000 | $37.19 | $371,944.00 |
DisclosureSEC source: 0001062993-23-021916 · form4.xml · nonDerivative · entry 2 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 612,011 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 February 21, 2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.82 to $37.63, 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: 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 November 14, 2023 by and among the Reporting Person and Citigroup Global Markets Inc. as underwriter 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 November 17, 2023. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 21:14 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 10,000 | $3.99 | $39,900.00 |
DisclosureSEC source: 0001062993-23-021916 · form4.xml · nonDerivative · entry 1 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 622,011 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 February 21, 2023. Read SEC document |
| November 29, 2023 Filed Nov 30, 2023 21:12 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 8 | $39.01 | $312.08 |
DisclosureSEC source: 0001062993-23-021628 · form4.xml · nonDerivative · entry 4 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 612,011 F1 · kind: Shares of the Issuer's common stock sold for tax liability incurred upon the vesting of performance 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 June 15, 2023. F3 · balance_after: 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 November 14, 2023 by and among the Reporting Person and Citigroup Global Markets Inc. as underwriter 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 November 17, 2023. Read SEC document |
| November 29, 2023 Filed Nov 30, 2023 21:12 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 1,366 | $38.14 | $52,104.29 |
DisclosureSEC source: 0001062993-23-021628 · form4.xml · nonDerivative · entry 3 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 612,019 F1 · kind: Shares of the Issuer's common stock sold for tax liability incurred upon the vesting of performance 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 June 15, 2023. 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 $37.9777: $37.63 to $38.55, inclusive, (b) with respect to the weighted average price of $37.8252: $37.30 to $37.99, inclusive, and (c) with respect to the weighted average price of $38.1437: $38.00 to $38.81, 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: 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 November 14, 2023 by and among the Reporting Person and Citigroup Global Markets Inc. as underwriter 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 November 17, 2023. Read SEC document |
| November 29, 2023 Filed Nov 30, 2023 21:12 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 2,697 | $37.83 | $102,014.56 |
DisclosureSEC source: 0001062993-23-021628 · form4.xml · nonDerivative · entry 2 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 613,385 F1 · kind: Shares of the Issuer's common stock sold for tax liability incurred upon the vesting of performance 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 June 15, 2023. 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 $37.9777: $37.63 to $38.55, inclusive, (b) with respect to the weighted average price of $37.8252: $37.30 to $37.99, inclusive, and (c) with respect to the weighted average price of $38.1437: $38.00 to $38.81, 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: 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 November 14, 2023 by and among the Reporting Person and Citigroup Global Markets Inc. as underwriter 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 November 17, 2023. Read SEC document |
| November 28, 2023 Filed Nov 30, 2023 21:12 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 5,085 | $37.98 | $193,116.60 |
DisclosureSEC source: 0001062993-23-021628 · form4.xml · nonDerivative · entry 1 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 616,082 F1 · kind: Shares of the Issuer's common stock sold for tax liability incurred upon the vesting of performance 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 June 15, 2023. 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 $37.9777: $37.63 to $38.55, inclusive, (b) with respect to the weighted average price of $37.8252: $37.30 to $37.99, inclusive, and (c) with respect to the weighted average price of $38.1437: $38.00 to $38.81, 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: 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 November 14, 2023 by and among the Reporting Person and Citigroup Global Markets Inc. as underwriter 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 November 17, 2023. Read SEC document |
| November 27, 2023 Filed Nov 28, 2023 21:16 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 6,964 | $38.38 | $267,311.05 |
DisclosureSEC source: 0001062993-23-021516 · form4.xml · nonDerivative · entry 2 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 621,167 F1 · kind: Shares of the Issuer's common stock sold for tax liability incurred upon the vesting of performance 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 June 15, 2023. 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 $38.5711: $38.04 to $38.84, inclusive, and (b) with respect to the weighted average price of $38.3847: $37.89 to $38.66, 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: 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 November 14, 2023 by and among the Reporting Person and Citigroup Global Markets Inc. as underwriter 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 November 17, 2023. Read SEC document |
| November 24, 2023 Filed Nov 28, 2023 21:16 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 1,914 | $38.57 | $73,825.09 |
DisclosureSEC source: 0001062993-23-021516 · form4.xml · nonDerivative · entry 1 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 628,131 F1 · kind: Shares of the Issuer's common stock sold for tax liability incurred upon the vesting of performance 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 June 15, 2023. 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 $38.5711: $38.04 to $38.84, inclusive, and (b) with respect to the weighted average price of $38.3847: $37.89 to $38.66, 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: 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 November 14, 2023 by and among the Reporting Person and Citigroup Global Markets Inc. as underwriter 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 November 17, 2023. Read SEC document |
| November 22, 2023 Filed Nov 24, 2023 18:10 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 8,776 | $38.50 | $337,907.59 |
DisclosureSEC source: 0001062993-23-021430 · form4.xml · nonDerivative · entry 3 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 630,045 F1 · kind: Shares of the Issuer's common stock sold for tax liability incurred upon the vesting of performance 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 June 15, 2023. 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 $38.2384: $37.91 to $38.67, inclusive, (b) with respect to the weighted average price of $37.7918: $37.52 to $37.99, inclusive, and (c) with respect to the weighted average price of $38.5036: $38.00 to $38.90, 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: 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 November 14, 2023 by and among the Reporting Person and Citigroup Global Markets Inc. as underwriter 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 November 17, 2023. Read SEC document |
| November 22, 2023 Filed Nov 24, 2023 18:10 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 686 | $37.79 | $25,925.17 |
DisclosureSEC source: 0001062993-23-021430 · form4.xml · nonDerivative · entry 2 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 638,821 F1 · kind: Shares of the Issuer's common stock sold for tax liability incurred upon the vesting of performance 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 June 15, 2023. 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 $38.2384: $37.91 to $38.67, inclusive, (b) with respect to the weighted average price of $37.7918: $37.52 to $37.99, inclusive, and (c) with respect to the weighted average price of $38.5036: $38.00 to $38.90, 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: 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 November 14, 2023 by and among the Reporting Person and Citigroup Global Markets Inc. as underwriter 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 November 17, 2023. Read SEC document |
| November 21, 2023 Filed Nov 24, 2023 18:10 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 5,909 | $38.24 | $225,950.71 |
DisclosureSEC source: 0001062993-23-021430 · form4.xml · nonDerivative · entry 1 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 639,507 F1 · kind: Shares of the Issuer's common stock sold for tax liability incurred upon the vesting of performance 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 June 15, 2023. 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 $38.2384: $37.91 to $38.67, inclusive, (b) with respect to the weighted average price of $37.7918: $37.52 to $37.99, inclusive, and (c) with respect to the weighted average price of $38.5036: $38.00 to $38.90, 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: 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 November 14, 2023 by and among the Reporting Person and Citigroup Global Markets Inc. as underwriter 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 November 17, 2023. Read SEC document |
| November 20, 2023 Filed Nov 21, 2023 21:53 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 6,435 | $38.74 | $249,317.00 |
DisclosureSEC source: 0001062993-23-021285 · form4.xml · nonDerivative · entry 2 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 645,416 F2 · kind: Shares of the Issuer's common stock sold for tax liability incurred upon the vesting of performance 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 June 15, 2023. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.41 to $39.02, 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 (3). F4 · balance_after: 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 November 14, 2023 by and among the Reporting Person and Citigroup Global Markets Inc. as underwriter 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 November 17, 2023. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 21:53 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 77,563 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-021285 · form4.xml · nonDerivative · entry 1 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 651,851 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 17, 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 were subject to service-based vesting requirements that lapsed on November 20, 2023. Read SEC document |
| November 13, 2023 Filed Nov 13, 2023 23:26 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 545 | $0.00 Strike: $3.99 | $0.00 |
DisclosureSEC source: 0001062993-23-020705 · form4.xml · derivative · entry 7 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 371,615 Underlying: Common Stock · 545 shares Expires 2025-08-27 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 February 21, 2023. F4 · derivative.exercise_date: The shares underlying this option are fully vested and exercisable as of the date hereof. Read SEC document |
| November 13, 2023 Filed Nov 13, 2023 23:26 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 545 | $39.19 | $21,358.55 |
DisclosureSEC source: 0001062993-23-020705 · form4.xml · nonDerivative · entry 4 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 574,288 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 February 21, 2023. Read SEC document |
| November 13, 2023 Filed Nov 13, 2023 23:26 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 545 | $3.99 | $2,174.55 |
DisclosureSEC source: 0001062993-23-020705 · form4.xml · nonDerivative · entry 3 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 574,833 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 February 21, 2023. Read SEC document |
| November 08, 2023 Filed Nov 13, 2023 23:26 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 14,155 | $0.00 Strike: $3.99 | $0.00 |
DisclosureSEC source: 0001062993-23-020705 · form4.xml · derivative · entry 6 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 372,160 Underlying: Common Stock · 14,155 shares Expires 2025-08-27 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 February 21, 2023. F4 · derivative.exercise_date: The shares underlying this option are fully vested and exercisable as of the date hereof. Read SEC document |
| November 08, 2023 Filed Nov 13, 2023 23:26 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 14,155 | $39.02 | $552,292.71 |
DisclosureSEC source: 0001062993-23-020705 · form4.xml · nonDerivative · entry 2 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 574,288 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 February 21, 2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.00 to $39.09, 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 08, 2023 Filed Nov 13, 2023 23:26 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 14,155 | $3.99 | $56,478.45 |
DisclosureSEC source: 0001062993-23-020705 · form4.xml · nonDerivative · entry 1 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 588,443 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 February 21, 2023. Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 20:23 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $3.99 | $0.00 |
DisclosureSEC source: 0001062993-23-020097 · form4.xml · derivative · entry 6 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 386,315 Underlying: Common Stock · 10,000 shares Expires 2025-08-27 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 February 21, 2023. F4 · derivative.exercise_date: The shares underlying this option are fully vested and exercisable as of the date hereof. Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 20:23 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 302 | $34.01 | $10,272.02 |
DisclosureSEC source: 0001062993-23-020097 · form4.xml · nonDerivative · entry 4 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 574,288 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 February 21, 2023. 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 $32.8385: $32.72 to $32.97, inclusive, (b) with respect to the weighted average price of $33.457: $33.01 to $33.88, inclusive and (c) with respect to the weighted average price of $34.0133: $34.00 to $34.03, 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 01, 2023 Filed Nov 3, 2023 20:23 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 8,498 | $33.46 | $284,317.59 |
DisclosureSEC source: 0001062993-23-020097 · form4.xml · nonDerivative · entry 3 Coleman Donald F. · CIK 0001869695 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 574,590 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 February 21, 2023. 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 $32.8385: $32.72 to $32.97, inclusive, (b) with respect to the weighted average price of $33.457: $33.01 to $33.88, inclusive and (c) with respect to the weighted average price of $34.0133: $34.00 to $34.03, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.