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 | 14,466 |
Reported balance
After 2025-11-18 transaction · row 1
1 source rowRow 1 · 2025-11-18 · Grant · Acquired 5,025 · Balance 14,466 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 |
|---|---|---|---|---|---|---|
| February 26, 2024 Filed Feb 28, 2024 16:17 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 30,000 | $3.99 | $119,700.00 |
DisclosureSEC source: 0001127602-24-007401 · form4.xml · nonDerivative · entry 1 Baxter Ralph · CIK 0001869580 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 35,624 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 November 27, 2023. Read SEC document |
| November 14, 2023 Filed Nov 16, 2023 16:23 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 5,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-020985 · form4.xml · nonDerivative · entry 1 Baxter Ralph · CIK 0001869580 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,624 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 28, 2023 Filed Mar 1, 2023 17:05 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 16,290 | $39.52 | $643,836.19 |
DisclosureSEC source: 0001062993-23-005338 · form4.xml · nonDerivative · entry 3 Baxter Ralph · CIK 0001869580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.025 to $39.87, 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 |
| February 27, 2023 Filed Mar 1, 2023 17:05 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 1,329 | $40.02 | $53,186.58 |
DisclosureSEC source: 0001062993-23-005338 · form4.xml · nonDerivative · entry 2 Baxter Ralph · CIK 0001869580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,290 F1 · 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 $39.1962: $39.00 to $39.97, inclusive and (b) with respect to the weighted average price of $40.02: $40.01 to $40.03, 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 (1). Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 17:05 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 22,381 | $39.20 | $877,250.15 |
DisclosureSEC source: 0001062993-23-005338 · form4.xml · nonDerivative · entry 1 Baxter Ralph · CIK 0001869580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,619 F1 · 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 $39.1962: $39.00 to $39.97, inclusive and (b) with respect to the weighted average price of $40.02: $40.01 to $40.03, 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 (1). 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.