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 | 52,389 |
Reported balance
After 2025-11-18 transaction · row 1
1 source rowRow 1 · 2025-11-18 · Grant · Acquired 5,025 · Balance 52,389 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 16:17 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 5,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-25-000123 · form4.xml · nonDerivative · entry 1 Wieck Marie · CIK 0001869585 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,389 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 16:13 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 3,817 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-027393 · form4.xml · nonDerivative · entry 1 Wieck Marie · CIK 0001869585 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,364 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 16:28 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 5,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-020995 · form4.xml · nonDerivative · entry 1 Wieck Marie · CIK 0001869585 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,547 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 18:03 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 9,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022454 · form4.xml · nonDerivative · entry 1 Wieck Marie · CIK 0001869585 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,923 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 16, 2021 Filed Feb 10, 2022 21:12 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 7,092 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-22-000183 · ownership.xml · nonDerivative · entry 1 Wieck Marie · CIK 0001869585 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,630 F1 · balance_after: The reported transaction involved the reporting person's receipt of a grant of 7,092 restricted share units under the Intapp, Inc. 2021 Omnibus Incentive Plan. The reporting person has reported prior awards of restricted share units in Table II of Form 4. The total reported in Column 5 includes the 7,092 newly awarded restricted share units and 11,538 restricted share units previously reported in Table II. Each restricted share unit represents a contingent right to receive one share of Intapp, Inc. common stock. Read SEC document |
| June 29, 2021 Filed Jul 1, 2021 17:23 UTC | Intapp, Inc. INTA · Entity 352 | GrantRestricted Share Units · Derivative | 11,538 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-21-000741 · ownership.xml · derivative · entry 1 Wieck Marie · CIK 0001869585 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,538 Underlying: Common Stock · 11,538 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one share of Intapp, Inc. common stock. F2 · derivative.exercise_date: The restricted share units vest in three equal annual installments on November 20, 2022, November 20, 2023 and November 20, 2024. Vested shares will be delivered to the reporting person on the vesting date. F2 · derivative.expiration_date: The restricted share units vest in three equal annual installments on November 20, 2022, November 20, 2023 and November 20, 2024. Vested shares will be delivered to the reporting person on the vesting date. Read SEC document |
| June 29, 2021 Filed Aug 12, 2022 16:32 UTC | Intapp, Inc. INTA · Entity 352 | PurchaseCommon Stock | 10,000 | $26.00 | $260,000.00 |
DisclosureSEC source: 0000947871-22-000888 · ownership.xml · nonDerivative · entry 1 Wieck Marie · CIK 0001869585 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,630 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.