Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DUCK CREEK TECHNOLOGIES, INC.DCT · Entity 114932 | Chief Marketing Officer | April 19, 2021 | April 21, 2021 |
| Intapp, Inc.INTA · Entity 352 | Chief Marketing Officer | August 21, 2025 | August 25, 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.
DUCK CREEK TECHNOLOGIES, INC.
Report date April 19, 2021 · Filed April 21, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 231,948 |
Reported balance
After 2021-04-19 transaction · row 1
1 source rowRow 1 · 2021-04-19 · Sale · Disposed 5,000 · Balance 231,948 F1: The transaction was effected pursuant to a Rule 10b5-1 plan adopted on 11/13/2020. F2: The reported price is a weighted average price (rounded to the nearest cent). These shares were sold in multiple transactions at prices ranging from $44.04 to $44.86, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction was effected pursuant to a Rule 10b5-1 plan adopted on 11/13/2020.
F2: The reported price is a weighted average price (rounded to the nearest cent). These shares were sold in multiple transactions at prices ranging from $44.04 to $44.86, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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.
Intapp, Inc.
Report date August 21, 2025 · Filed August 25, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,991 |
Ending reported balance
After 2025-08-21 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-08-21 · Sale · Disposed 8 · Balance 48,362 F1: Shares of Intapp, Inc.'s (the "Company") common stock sold for tax liability incurred upon the vesting of performance share units and restricted 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 May 14, 2025. F2: 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 $40.975: $40.97 to $40.99, inclusive, (b) with respect to the weighted average price of $41.7969: $41.10 to $41.991, inclusive, and (c) with respect to the weighted average price of $42.0239: $42.00 to $42.115, 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). Row 2 · 2025-08-21 · Sale · Disposed 1,300 · Balance 47,062 F1: Shares of Intapp, Inc.'s (the "Company") common stock sold for tax liability incurred upon the vesting of performance share units and restricted 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 May 14, 2025. F2: 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 $40.975: $40.97 to $40.99, inclusive, (b) with respect to the weighted average price of $41.7969: $41.10 to $41.991, inclusive, and (c) with respect to the weighted average price of $42.0239: $42.00 to $42.115, 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). Row 3 · 2025-08-21 · Sale · Disposed 71 · Balance 46,991 F1: Shares of Intapp, Inc.'s (the "Company") common stock sold for tax liability incurred upon the vesting of performance share units and restricted 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 May 14, 2025. F2: 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 $40.975: $40.97 to $40.99, inclusive, (b) with respect to the weighted average price of $41.7969: $41.10 to $41.991, inclusive, and (c) with respect to the weighted average price of $42.0239: $42.00 to $42.115, 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: Shares of Intapp, Inc.'s (the "Company") common stock sold for tax liability incurred upon the vesting of performance share units and restricted 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 May 14, 2025.
F2: 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 $40.975: $40.97 to $40.99, inclusive, (b) with respect to the weighted average price of $41.7969: $41.10 to $41.991, inclusive, and (c) with respect to the weighted average price of $42.0239: $42.00 to $42.115, 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 |
|---|---|---|---|---|---|---|
| January 23, 2024 Filed Jan 24, 2024 22:59 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 1,600 | $21.27 | $34,032.00 |
DisclosureSEC source: 0001062993-24-001261 · form4.xml · nonDerivative · entry 3 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 35,206 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 24, 2023. Read SEC document |
| January 22, 2024 Filed Jan 24, 2024 22:59 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 600 | $0.00 Strike: $21.27 | $0.00 |
DisclosureSEC source: 0001062993-24-001261 · form4.xml · derivative · entry 7 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 75,400 Underlying: Common Stock · 600 shares Expires 2031-04-28 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 24, 2023. F3 · derivative.exercise_date: The shares underlying this option vested as to 25% of the shares on April 29, 2022, and have vested and will vest, subject to continued employment, in 36 equal monthly installments thereafter. Read SEC document |
| January 22, 2024 Filed Jan 24, 2024 22:59 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 4,977 | $45.00 | $223,968.98 |
DisclosureSEC source: 0001062993-24-001261 · form4.xml · nonDerivative · entry 2 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,606 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 24, 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 $45.0008: $45.00 to $45.01, inclusive, (b) with respect to the weighted average price of $45.0067: $45.00 to $45.14, inclusive, and (c) with respect to the weighted average price of $45.0242: $45.00 to $45.08, 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 22, 2024 Filed Jan 24, 2024 22:59 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 600 | $21.27 | $12,762.00 |
DisclosureSEC source: 0001062993-24-001261 · form4.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,583 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 24, 2023. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 21:13 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $21.27 | $0.00 |
DisclosureSEC source: 0001062993-24-000425 · form4.xml · derivative · entry 5 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 76,000 Underlying: Common Stock · 4,000 shares Expires 2031-04-28 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 24, 2023. F3 · derivative.exercise_date: The shares underlying this option vested as to 25% of the shares on April 29, 2022, and have vested and will vest, subject to continued employment, in 36 equal monthly installments thereafter. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 21:13 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 200 | $37.00 | $7,400.00 |
DisclosureSEC source: 0001062993-24-000425 · form4.xml · nonDerivative · entry 4 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,983 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 24, 2023. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 21:13 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 3,700 | $36.62 | $135,479.94 |
DisclosureSEC source: 0001062993-24-000425 · form4.xml · nonDerivative · entry 3 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,183 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 24, 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 $36.05 to $36.90, 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). Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 21:13 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 100 | $35.98 | $3,598.00 |
DisclosureSEC source: 0001062993-24-000425 · form4.xml · nonDerivative · entry 2 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 41,883 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 24, 2023. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 21:13 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 4,000 | $21.27 | $85,080.00 |
DisclosureSEC source: 0001062993-24-000425 · form4.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 41,983 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 24, 2023. Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 21:12 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 236 | $38.13 | $8,998.68 |
DisclosureSEC source: 0001062993-23-022943 · form4.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,983 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 February 24, 2023. F2 · 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 04, 2023 Filed Dec 5, 2023 21:16 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 126 | $37.25 | $4,693.50 |
DisclosureSEC source: 0001062993-23-021917 · form4.xml · nonDerivative · entry 4 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,219 F2 · kind: The option exercise and sales 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 24, 2023. 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 |
| December 01, 2023 Filed Dec 5, 2023 21:16 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $21.27 | $0.00 |
DisclosureSEC source: 0001062993-23-021917 · form4.xml · derivative · entry 5 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 80,000 Underlying: Common Stock · 4,000 shares Expires 2031-04-28 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. F2 · kind: The option exercise and sales 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 24, 2023. F5 · derivative.exercise_date: The shares underlying this option vested as to 25% of the shares on April 29, 2022, and have vested and will vest, subject to continued employment, in 36 equal monthly installments thereafter. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 21:16 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 4,000 | $37.20 | $148,792.80 |
DisclosureSEC source: 0001062993-23-021917 · form4.xml · nonDerivative · entry 3 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,345 F2 · kind: The option exercise and sales 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 24, 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 $36.84 to $37.67, 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 |
| December 01, 2023 Filed Dec 5, 2023 21:16 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 4,000 | $21.27 | $85,080.00 |
DisclosureSEC source: 0001062993-23-021917 · form4.xml · nonDerivative · entry 2 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 42,345 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. F2 · kind: The option exercise and sales 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 24, 2023. Read SEC document |
| November 30, 2023 Filed Dec 5, 2023 21:16 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 126 | $19.32 | $2,434.38 |
DisclosureSEC source: 0001062993-23-021917 · form4.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,345 F1 · price: Shares purchased pursuant to the Intapp, Inc. 2021 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of June 1, 2023, through November 30, 2023. In accordance with the ESPP, these shares were purchased in a transaction exempt under Rule 16b-3(c) at a price equal to 85% of the closing price of Intapp, Inc. (the "Issuer") common stock on December 16, 2021. Read SEC document |
| November 29, 2023 Filed Nov 30, 2023 21:14 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 2 | $39.01 | $78.02 |
DisclosureSEC source: 0001062993-23-021630 · form4.xml · nonDerivative · entry 4 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,219 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 21:14 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 336 | $38.14 | $12,816.28 |
DisclosureSEC source: 0001062993-23-021630 · form4.xml · nonDerivative · entry 3 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,221 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 21:14 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 663 | $37.83 | $25,078.11 |
DisclosureSEC source: 0001062993-23-021630 · form4.xml · nonDerivative · entry 2 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,557 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 21:14 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 1,250 | $37.98 | $47,472.13 |
DisclosureSEC source: 0001062993-23-021630 · form4.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 39,220 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 21:17 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 1,712 | $38.38 | $65,714.61 |
DisclosureSEC source: 0001062993-23-021517 · form4.xml · nonDerivative · entry 2 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 40,470 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 21:17 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 471 | $38.57 | $18,166.99 |
DisclosureSEC source: 0001062993-23-021517 · form4.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 42,182 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 | 2,157 | $38.50 | $83,052.27 |
DisclosureSEC source: 0001062993-23-021429 · form4.xml · nonDerivative · entry 3 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 42,653 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 | 169 | $37.79 | $6,386.81 |
DisclosureSEC source: 0001062993-23-021429 · form4.xml · nonDerivative · entry 2 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 44,810 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 | 1,453 | $38.24 | $55,560.40 |
DisclosureSEC source: 0001062993-23-021429 · form4.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 44,979 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 21:54 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 1,582 | $38.74 | $61,292.85 |
DisclosureSEC source: 0001062993-23-021286 · form4.xml · nonDerivative · entry 2 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,432 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 21:54 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 21,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-021286 · form4.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,014 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 01, 2023 Filed Nov 3, 2023 20:22 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $21.27 | $0.00 |
DisclosureSEC source: 0001062993-23-020096 · form4.xml · derivative · entry 5 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 84,000 Underlying: Common Stock · 4,000 shares Expires 2031-04-28 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 24, 2023. F3 · derivative.exercise_date: The shares underlying this option vested as to 25% of the shares on April 29, 2022, and have vested and will vest, subject to continued employment, in 36 equal monthly installments thereafter. Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 20:22 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 66 | $34.12 | $2,251.92 |
DisclosureSEC source: 0001062993-23-020096 · form4.xml · nonDerivative · entry 4 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,701 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 24, 2023. Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 20:22 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 3,434 | $33.47 | $114,945.25 |
DisclosureSEC source: 0001062993-23-020096 · form4.xml · nonDerivative · entry 3 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,767 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 24, 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 $32.8099: $32.72 to $32.88, inclusive, and (b) with respect to the weighted average price of $33.4727: $33.04 to $33.98, 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 20:22 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 500 | $32.81 | $16,404.95 |
DisclosureSEC source: 0001062993-23-020096 · form4.xml · nonDerivative · entry 2 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,201 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 24, 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 $32.8099: $32.72 to $32.88, inclusive, and (b) with respect to the weighted average price of $33.4727: $33.04 to $33.98, 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 20:22 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 4,000 | $21.27 | $85,080.00 |
DisclosureSEC source: 0001062993-23-020096 · form4.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,701 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 24, 2023. Read SEC document |
| October 02, 2023 Filed Oct 3, 2023 20:44 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $21.27 | $0.00 |
DisclosureSEC source: 0001062993-23-018835 · form4.xml · derivative · entry 3 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 88,000 Underlying: Common Stock · 4,000 shares Expires 2031-04-28 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 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 24, 2023. F3 · derivative.exercise_date: The shares underlying this option vested as to 25% of the shares on April 29, 2022, and have vested and will vest, subject to continued employment, in 36 equal monthly installments thereafter. Read SEC document |
| October 02, 2023 Filed Oct 3, 2023 20:44 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 4,000 | $33.15 | $132,609.60 |
DisclosureSEC source: 0001062993-23-018835 · form4.xml · nonDerivative · entry 2 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,701 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 February 24, 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 $32.93 to $33.70, 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 |
| October 02, 2023 Filed Oct 3, 2023 20:44 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 4,000 | $21.27 | $85,080.00 |
DisclosureSEC source: 0001062993-23-018835 · form4.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,701 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 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 24, 2023. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 20:42 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $21.27 | $0.00 |
DisclosureSEC source: 0001062993-23-017706 · form4.xml · derivative · entry 3 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 92,000 Underlying: Common Stock · 4,000 shares Expires 2031-04-28 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 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 24, 2023. F3 · derivative.exercise_date: The shares underlying this option vested as to 25% of the shares on April 29, 2022, and have vested and will vest, subject to continued employment, in 36 equal monthly installments thereafter. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 20:42 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 4,000 | $36.64 | $146,563.20 |
DisclosureSEC source: 0001062993-23-017706 · form4.xml · nonDerivative · entry 2 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,701 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 February 24, 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 $36.23 to $36.93, 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 |
| September 01, 2023 Filed Sep 6, 2023 20:42 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 4,000 | $21.27 | $85,080.00 |
DisclosureSEC source: 0001062993-23-017706 · form4.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,701 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 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 24, 2023. Read SEC document |
| August 23, 2023 Filed Aug 24, 2023 20:19 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 2,572 | $34.80 | $89,494.54 |
DisclosureSEC source: 0001062993-23-017081 · form4.xml · nonDerivative · entry 2 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,701 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 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.27 to $35.085, 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 |
| August 22, 2023 Filed Aug 24, 2023 20:19 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 1,974 | $34.94 | $68,977.88 |
DisclosureSEC source: 0001062993-23-017081 · form4.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,273 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 $34.63 to $35.29, 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 |
| August 21, 2023 Filed Aug 22, 2023 22:40 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 881 | $34.89 | $30,740.82 |
DisclosureSEC source: 0001062993-23-017004 · form4.xml · nonDerivative · entry 2 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,247 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 $34.59 to $35.275, 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 |
| August 18, 2023 Filed Aug 22, 2023 22:40 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 11,437 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-017004 · form4.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 32,128 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, 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 August 20, 2023. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 20:30 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $21.27 | $0.00 |
DisclosureSEC source: 0001062993-23-015764 · form4.xml · derivative · entry 4 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 96,000 Underlying: Common Stock · 4,000 shares Expires 2031-04-28 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 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 24, 2023. F3 · derivative.exercise_date: The shares underlying this option vested as to 25% of the shares on April 29, 2022, and have vested and will vest, subject to continued employment, in 36 equal monthly installments thereafter. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 20:30 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 1,800 | $41.18 | $74,115.90 |
DisclosureSEC source: 0001062993-23-015764 · form4.xml · nonDerivative · entry 3 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 20,691 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 February 24, 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 $40.5927: $40.07 to $40.90, inclusive and (b) with respect to the weighted average price of $41.1755: $41.08 to $41.28, 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 |
| August 01, 2023 Filed Aug 3, 2023 20:30 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 2,200 | $40.59 | $89,303.94 |
DisclosureSEC source: 0001062993-23-015764 · form4.xml · nonDerivative · entry 2 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,491 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 February 24, 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 $40.5927: $40.07 to $40.90, inclusive and (b) with respect to the weighted average price of $41.1755: $41.08 to $41.28, 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 |
| August 01, 2023 Filed Aug 3, 2023 20:30 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 4,000 | $21.27 | $85,080.00 |
DisclosureSEC source: 0001062993-23-015764 · form4.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,691 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 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 24, 2023. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 20:36 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $21.27 | $0.00 |
DisclosureSEC source: 0001062993-23-014649 · form4.xml · derivative · entry 4 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · Not disclosed shares Expires 2031-04-28 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 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 24, 2023. F4 · derivative.exercise_date: The shares underlying this option vested as to 25% of the shares on April 29, 2022, and have vested and will vest, subject to continued employment, in 36 equal monthly installments thereafter. F4 · derivative.underlying_shares: The shares underlying this option vested as to 25% of the shares on April 29, 2022, and have vested and will vest, subject to continued employment, in 36 equal monthly installments thereafter. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 20:36 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 640 | $41.18 | $26,352.38 |
DisclosureSEC source: 0001062993-23-014649 · form4.xml · nonDerivative · entry 3 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 20,691 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 February 24, 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 $40.4659: $40.18 to $40.96, inclusive and (b) with respect to the weighted average price of $41.1756: $41.01 to $41.31, 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 May 16, 2023 by and among the Reporting Person and BofA Securities, Inc. as Representatives of the several underwriters 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 May 19, 2023. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 20:36 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 3,360 | $40.47 | $135,965.42 |
DisclosureSEC source: 0001062993-23-014649 · form4.xml · nonDerivative · entry 2 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 21,331 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 February 24, 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 $40.4659: $40.18 to $40.96, inclusive and (b) with respect to the weighted average price of $41.1756: $41.01 to $41.31, 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 May 16, 2023 by and among the Reporting Person and BofA Securities, Inc. as Representatives of the several underwriters 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 May 19, 2023. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 20:36 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 4,000 | $21.27 | $85,080.00 |
DisclosureSEC source: 0001062993-23-014649 · form4.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,691 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 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 24, 2023. Read SEC document |
| June 12, 2023 Filed Jun 14, 2023 20:32 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 14,041 | $0.00 Strike: $21.27 | $0.00 |
DisclosureSEC source: 0001062993-23-013535 · form4.xml · derivative · entry 5 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,041 shares Expires 2031-04-28 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 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 24, 2023. F5 · derivative.exercise_date: The shares underlying this option are fully vested and exercisable as of the date hereof. 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.