Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Intapp, Inc.INTA · Entity 352 | Chief People & Places Officer | June 26, 2026 | June 30, 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 June 26, 2026 · Filed June 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 233,632 |
Reported balance
After 2026-06-26 transaction · row 1
1 source rowRow 1 · 2026-06-26 · Sale · Disposed 14,591 · Balance 233,632 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 March 12, 2026. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.00 to $25.09, 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). |
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 March 12, 2026.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.00 to $25.09, 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).
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 17, 2023 Filed Feb 22, 2023 22:17 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 16,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-004425 · form4.xml · nonDerivative · entry 1 Murgel Michele · CIK 0001869582 · Chief People & Places Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,882 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 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 are subject to service-based vesting requirements that lapsed on February 20, 2023. Read SEC document |
| November 20, 2022 Filed Nov 22, 2022 22:57 UTC | Intapp, Inc. INTA · Entity 352 | Tax withholdingCommon Stock | 6,632 | $21.96 | $145,638.72 |
DisclosureSEC source: 0001062993-22-022664 · form4.xml · nonDerivative · entry 2 Murgel Michele · CIK 0001869582 · Chief People & Places Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,695 F2 · kind: Shares of Intapp, Inc. common stock withheld for taxes upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 22:57 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 13,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022664 · form4.xml · nonDerivative · entry 1 Murgel Michele · CIK 0001869582 · Chief People & Places Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,327 F1 · price: The shares of Intapp, Inc.'s (the "Issuer") common stock reported in this Form 4 represent shares earned, as certified by the audit committee of the board of directors of the Issuer on November 18, 2022, based on the level of achievement of the applicable performance conditions over the applicable performance period, in respect of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. The earned shares of Issuer common stock reported in this Form 4 are subject to service-based vesting requirements that lapsed on November 20, 2022. Read SEC document |
| October 04, 2022 Filed Oct 6, 2022 22:18 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 4,025 | $20.06 | $80,732.24 |
DisclosureSEC source: 0001062993-22-020641 · form4.xml · nonDerivative · entry 1 Murgel Michele · CIK 0001869582 · Chief People & Places Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,952 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 June 14, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.0000 to $20.2200. 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 |
| September 28, 2022 Filed Sep 29, 2022 21:25 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 10,000 | $18.36 | $183,590.00 |
DisclosureSEC source: 0001062993-22-020066 · form4.xml · nonDerivative · entry 1 Murgel Michele · CIK 0001869582 · Chief People & Places Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,977 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 June 14, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.00 to $18.81. 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, 2022 Filed Aug 23, 2022 21:39 UTC | Intapp, Inc. INTA · Entity 352 | Tax withholdingCommon Stock | 3,458 | $14.75 | $51,005.50 |
DisclosureSEC source: 0001062993-22-018678 · form4.xml · nonDerivative · entry 1 Murgel Michele · CIK 0001869582 · Chief People & Places Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,977 F1 · kind: Shares of Intapp, Inc. common stock withheld for taxes upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Read SEC document |
| August 18, 2022 Filed Aug 23, 2022 01:08 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-018599 · form4.xml · nonDerivative · entry 1 Murgel Michele · CIK 0001869582 · Chief People & Places Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,435 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 18, 2022 based on the level of achievement of the applicable performance conditions over the applicable performance period, in respect of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. The earned shares of Issuer common stock reported in this Form 4 are subject to service-based vesting requirements that lapsed on August 20, 2022. Read SEC document |
| August 10, 2022 Filed Aug 10, 2022 21:29 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 1,388 | $16.08 | $22,317.51 |
DisclosureSEC source: 0001062993-22-017649 · form4.xml · nonDerivative · entry 2 Murgel Michele · CIK 0001869582 · Chief People & Places Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,435 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 June 14, 2022. 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 $16.0177: $16.00 to $16.14; and (b) with respect to the weighted average price of $16.0789: $16.00 to $16.21. 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 08, 2022 Filed Aug 10, 2022 21:29 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 1,056 | $16.02 | $16,914.69 |
DisclosureSEC source: 0001062993-22-017649 · form4.xml · nonDerivative · entry 1 Murgel Michele · CIK 0001869582 · Chief People & Places Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,823 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 June 14, 2022. 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 $16.0177: $16.00 to $16.14; and (b) with respect to the weighted average price of $16.0789: $16.00 to $16.21. 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 05, 2022 Filed Aug 6, 2022 00:18 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 100 | $16.00 | $1,600.00 |
DisclosureSEC source: 0000947871-22-000831 · ownership.xml · nonDerivative · entry 3 Murgel Michele · CIK 0001869582 · Chief People & Places Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,879 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 June 14, 2022. Read SEC document |
| August 04, 2022 Filed Aug 6, 2022 00:18 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 1,117 | $16.02 | $17,894.34 |
DisclosureSEC source: 0000947871-22-000831 · ownership.xml · nonDerivative · entry 2 Murgel Michele · CIK 0001869582 · Chief People & Places Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,979 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 June 14, 2022. Read SEC document |
| August 03, 2022 Filed Aug 6, 2022 00:18 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 1,339 | $16.00 | $21,424.00 |
DisclosureSEC source: 0000947871-22-000831 · ownership.xml · nonDerivative · entry 1 Murgel Michele · CIK 0001869582 · Chief People & Places Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,096 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 June 14, 2022. Read SEC document |
| May 27, 2022 Filed May 31, 2022 21:07 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 343 | $20.85 | $7,151.55 |
DisclosureSEC source: 0000947871-22-000677 · ownership.xml · nonDerivative · entry 3 Murgel Michele · CIK 0001869582 · Chief People & Places Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,435 F1 · kind: Shares of Intapp, Inc. (the "Issuer") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. F4 · price: Represents the weighted average sales price of the shares sold ranging from a low of $20.52 to a high of $21.06 per share. The Reporting Person undertakes, upon request by the Staff, the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each price. Read SEC document |
| May 26, 2022 Filed May 31, 2022 21:07 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 272 | $20.80 | $5,657.60 |
DisclosureSEC source: 0000947871-22-000677 · ownership.xml · nonDerivative · entry 2 Murgel Michele · CIK 0001869582 · Chief People & Places Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,778 F1 · kind: Shares of Intapp, Inc. (the "Issuer") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. F3 · price: Represents the weighted average sales price of the shares sold ranging from a low of $20.71 to a high of $21.21 per share. The Reporting Person undertakes, upon request by the Staff, the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each price. Read SEC document |
| May 26, 2022 Filed May 31, 2022 21:07 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 288 | $20.55 | $5,918.40 |
DisclosureSEC source: 0000947871-22-000677 · ownership.xml · nonDerivative · entry 1 Murgel Michele · CIK 0001869582 · Chief People & Places Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,050 F1 · kind: Shares of Intapp, Inc. (the "Issuer") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. F2 · price: Represents the weighted average sales price of the shares sold ranging from a low of $20.20 to a high of $20.70 per share. The Reporting Person undertakes, upon request by the staff of the Division of Corporate Finance of the Securities and Exchange Commission (the "Staff"), the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each price. Read SEC document |
| May 25, 2022 Filed May 26, 2022 23:27 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 615 | $20.48 | $12,595.20 |
DisclosureSEC source: 0000947871-22-000660 · ownership.xml · nonDerivative · entry 3 Murgel Michele · CIK 0001869582 · Chief People & Places Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,338 F1 · kind: Shares of Intapp, Inc. (the "Issuer") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. F4 · price: Represents the weighted average sales price of the shares sold ranging from a low of $20.06 to a high of $20.75 per share. The Reporting Person undertakes, upon request by the Staff, the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each price. Read SEC document |
| May 24, 2022 Filed May 26, 2022 23:27 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 288 | $20.68 | $5,955.84 |
DisclosureSEC source: 0000947871-22-000660 · ownership.xml · nonDerivative · entry 2 Murgel Michele · CIK 0001869582 · Chief People & Places Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,953 F1 · kind: Shares of Intapp, Inc. (the "Issuer") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. F3 · price: Represents the weighted average sales price of the shares sold ranging from a low of $20.45 to a high of $21.18 per share. The Reporting Person undertakes, upon request by the Staff, the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each price. Read SEC document |
| May 24, 2022 Filed May 26, 2022 23:27 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 516 | $20.30 | $10,474.80 |
DisclosureSEC source: 0000947871-22-000660 · ownership.xml · nonDerivative · entry 1 Murgel Michele · CIK 0001869582 · Chief People & Places Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,241 F1 · kind: Shares of Intapp, Inc. (the "Issuer") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. F2 · price: Represents the weighted average sales price of the shares sold ranging from a low of $20.10 to a high of $20.44 per share. The Reporting Person undertakes, upon request by the staff of the Division of Corporate Finance of the Securities and Exchange Commission (the "Staff"), the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each price. Read SEC document |
| May 23, 2022 Filed May 24, 2022 23:47 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 875 | $22.09 | $19,328.75 |
DisclosureSEC source: 0000947871-22-000644 · ownership.xml · nonDerivative · entry 2 Murgel Michele · CIK 0001869582 · Chief People & Places Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,757 F1 · kind: Shares of Intapp, Inc. (the "Issuer") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. F3 · price: Represents the weighted average sales price of the shares sold ranging from a low of $21.58 to a high of $22.38 per share. The Reporting Person undertakes, upon request by the Staff, the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each price. Read SEC document |
| May 20, 2022 Filed May 24, 2022 23:47 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 568 | $22.08 | $12,541.44 |
DisclosureSEC source: 0000947871-22-000644 · ownership.xml · nonDerivative · entry 1 Murgel Michele · CIK 0001869582 · Chief People & Places Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,632 F1 · kind: Shares of Intapp, Inc. (the "Issuer") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. F2 · price: Represents the weighted average sales price of the shares sold ranging from a low of $21.91 to a high of $22.21 per share. The Reporting Person undertakes, upon request by the staff of the Division of Corporate Finance of the Securities and Exchange Commission (the "Staff"), the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each price. Read SEC document |
| May 12, 2022 Filed May 16, 2022 21:19 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-22-000599 · ownership.xml · nonDerivative · entry 1 Murgel Michele · CIK 0001869582 · Chief People & Places Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,200 F1 · price: The shares of Intapp, Inc (the "Issuer") common stock reported in this Form 4 represent shares earned, as certified by the audit committee of the board of directors of the Issuer on May 12, 2022 based on the level of achievement of the applicable performance conditions over the applicable performance period, in respect of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. The earned shares of Issuer common stock reported in this Form 4 are subject to service-based vesting requirements that will lapse on May 20, 2022. Read SEC document |
| February 20, 2022 Filed Feb 23, 2022 22:41 UTC | Intapp, Inc. INTA · Entity 352 | Tax withholdingCommon Stock | 7,210 | $21.43 | $154,510.30 |
DisclosureSEC source: 0000947871-22-000271 · ownership.xml · nonDerivative · entry 1 Murgel Michele · CIK 0001869582 · Chief People & Places Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,200 F1 · kind: Shares of Intapp, Inc. common stock withheld for taxes upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 00:43 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-22-000170 · ownership.xml · nonDerivative · entry 1 Murgel Michele · CIK 0001869582 · Chief People & Places Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,410 F1 · price: The shares of Intapp, Inc (the "Issuer") common stock reported in this Form 4 represent shares earned, as certified by the audit committee of the board of directors of the Issuer on February 9, 2022 based on the level of achievement of the applicable performance conditions over the applicable performance period, in respect of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. The earned shares of Issuer common stock reported in this Form 4 are subject to service-based vesting requirements that will lapse on February 20, 2022. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.