David H. Morton Jr., Chief Financial Officer of Intapp, Inc. (NASDAQ:INTA), filed a Form 4 on August 17, 2026, disclosing the sale of 20,000 shares of common stock on August 13, 2026, executed under a pre-established Rule 10b5-1 trading plan.

Key Highlights

  • Two sale tranches: Morton disposed of 18,800 shares at a weighted average price of $40.6969 and 1,200 shares at a weighted average price of $41.0017, both on August 13, 2026.
  • Price ranges: The 18,800-share tranche was sold at prices from $40.00 to $40.99; the 1,200-share tranche at prices from $41.00 to $41.01, according to the filing.
  • 10b5-1 plan: Both sales were executed pursuant to a Rule 10b5-1 plan the reporting person put in place on August 14, 2025.
  • Remaining ownership: Following the transactions, Morton directly held 84,390 shares of Intapp common stock.
  • ESPP shares included: The post-first-transaction total of 85,590 shares included 351 shares purchased at $19.63 under the Intapp 2021 Employee Stock Purchase Plan for the period December 1, 2025 through May 31, 2026.

Intapp CFO Morton's Share Sales and Beneficial Ownership Details

According to the Form 4 filed with the SEC, David H. Morton Jr., serving as Chief Financial Officer of Intapp, Inc., carried out two open-market sales of company common stock on August 13, 2026. The first transaction involved 18,800 shares disposed of at a weighted average price of $40.6969, and the second involved 1,200 shares disposed of at a weighted average price of $41.0017. Both transactions were coded "S" (sale) in the filing and are designated as direct ownership.

The filing noted that the weighted average prices reflect sales executed across multiple sub-transactions within defined price bands. Morton "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," according to the filing. Both sales were made pursuant to a 10b5-1 plan established on August 14, 2025, and the filing's checkbox confirms the plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

After the first sale, the reported beneficial ownership stood at 85,590 shares, a figure the filing states includes 351 shares purchased at $19.63 under Intapp's 2021 Employee Stock Purchase Plan for the ESPP purchase period of December 1, 2025 through May 31, 2026. Those ESPP shares were acquired at 85% of the closing price of Intapp common stock on May 31, 2026, in a transaction the filing describes as exempt under Rule 16b-3(c). After the second sale, direct beneficial ownership fell to 84,390 shares. No derivative securities transactions were reported in Table II of the filing.

What Was Disclosed

Intapp CFO David H. Morton Jr. reported the sale of a combined 20,000 shares of Intapp common stock on August 13, 2026, under a pre-established 10b5-1 plan, leaving him with 84,390 directly held shares following the transactions.