Donald F. Coleman - Feb 19, 2025 Form 4 Insider Report for Intapp, Inc. (INTA)

Role
Chief Operating Officer
Signature
/s/ Brian Grube, Attorney-in-Fact
Stock symbol
INTA
Transactions as of
Feb 19, 2025
Transactions value $
-$867,332
Form type
4
Date filed
2/21/2025, 05:00 PM
Previous filing
Dec 23, 2024
Next filing
Feb 25, 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction INTA Common Stock Award $0 +54.5K +6.74% $0.00 863K Feb 19, 2025 Direct F1
transaction INTA Common Stock Gift $0 -414K -48.04% $0.00 448K Feb 20, 2025 Direct F2
transaction INTA Common Stock Options Exercise $0 +3.13K +0.7% $0.00 451K Feb 20, 2025 Direct F3
transaction INTA Common Stock Sale -$169K -2.5K -0.55% $67.65 449K Feb 20, 2025 Direct F4, F5
transaction INTA Common Stock Sale -$283K -4.14K -0.92% $68.39 445K Feb 20, 2025 Direct F4, F5
transaction INTA Common Stock Sale -$364K -5.24K -1.18% $69.43 439K Feb 20, 2025 Direct F4, F5
transaction INTA Common Stock Sale -$24.8K -351 -0.08% $70.70 439K Feb 20, 2025 Direct F4, F5
transaction INTA Common Stock Sale -$19.9K -280 -0.06% $71.16 439K Feb 20, 2025 Direct F4, F5
transaction INTA Common Stock Sale -$6.66K -92 -0.02% $72.39 439K Feb 20, 2025 Direct F4
holding INTA Common Stock 414K Feb 19, 2025 By Coleman Family Trust F2
holding INTA Common Stock 150K Feb 19, 2025 By Gambatte LLC F6

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction INTA Restricted Share Units Options Exercise $0 -3.13K -9.09% $0.00 31.3K Feb 20, 2025 Common Stock 3.13K Direct F3, F7, F8
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Explanation of Responses:

Id Content
F1 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 19, 2025, 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, 2025.
F2 Represents the gift of common stock from the reporting person to the Coleman Family Trust. The reporting person and his spouse are trustees and sole beneficiaries of the trust.
F3 The reported transaction involved a restricted share unit ("RSU") vesting on February 20, 2025.
F4 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 December 10, 2024.
F5 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 $67.6539: $67.09 to $67.995, inclusive, (b) with respect to the weighted average price of $68.3933: $68.00 to $68.9929, inclusive, (c) with respect to the weighted average price of $69.425: $69.02 to $69.86, inclusive, (d) with respect to the weighted average price of $70.6992: $70.61 to $70.93, inclusive, and (e) with respect to the weighted average price of $71.1597: $71.14 to $71.50, 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 (5).
F6 Shares held by Gambatte LLC, an entity controlled by and for the sole benefit of the Coleman Family Trust.
F7 Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock.
F8 The RSUs have vested and will vest, subject to continued employment, as to 8.33% of the shares on November 20, 2024, and in 11 equal quarterly installments thereafter.