Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Intapp, Inc.INTA · Entity 352 | Director | November 18, 2025 | November 20, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Intapp, Inc.
Report date November 18, 2025 · Filed November 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,237 |
Reported balance
After 2025-11-18 transaction · row 1
1 source rowRow 1 · 2025-11-18 · Grant · Acquired 5,025 · Balance 38,237 F1: The reported transaction involved the reporting person's receipt of a grant of restricted share units under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each restricted share unit represents a contingent right to receive one share of Intapp, Inc. common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction involved the reporting person's receipt of a grant of restricted share units under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each restricted share unit represents a contingent right to receive one share of Intapp, Inc. common stock.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 18, 2025 Filed Nov 20, 2025 21:08 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 5,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-25-000118 · form4.xml · nonDerivative · entry 1 Allen Beverly · CIK 0001903853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,237 F1 · price: The reported transaction involved the reporting person's receipt of a grant of restricted share units under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each restricted share unit represents a contingent right to receive one share of Intapp, Inc. common stock. Read SEC document |
| November 13, 2024 Filed Nov 15, 2024 21:05 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 3,817 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-027383 · form4.xml · nonDerivative · entry 1 Allen Beverly · CIK 0001903853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,212 F1 · price: The reported transaction involved the reporting person's receipt of a grant of restricted share units under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each restricted share unit represents a contingent right to receive one share of Intapp, Inc. common stock. Read SEC document |
| November 14, 2023 Filed Nov 16, 2023 21:22 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 5,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-020984 · form4.xml · nonDerivative · entry 1 Allen Beverly · CIK 0001903853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,395 F1 · price: The reported transaction involved the reporting person's receipt of a grant of restricted share units under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each restricted share unit represents a contingent right to receive one share of Intapp, Inc. common stock. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 23:02 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 9,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022453 · form4.xml · nonDerivative · entry 1 Allen Beverly · CIK 0001903853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,771 F1 · price: The reported transaction involved the reporting person's receipt of a grant of restricted share units under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each restricted share unit represents a contingent right to receive one share of Intapp, Inc. common stock. Read SEC document |
| February 03, 2022 Filed Feb 3, 2022 22:41 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 14,478 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-22-000138 · ownership.xml · nonDerivative · entry 1 Allen Beverly · CIK 0001903853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,478 F1 · price: Subject to restricted share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Each restricted share unit represents a contingent right to receive one share of Intapp, Inc. common stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.