Transactions
43
Insider / Intapp, Inc.
MORTON DAVID H JR
Chief Financial Officer at Intapp, Inc.
- Company
- Intapp, Inc.
- First filing on record
- November 21, 2025
- Latest trade on record
- October 9, 2026
- SEC filings
- EDGAR ↗
MORTON DAVID H JR, Chief Financial Officer at Intapp, Inc., has disclosed 43 transactions in CVLT, INTA since November 21, 2025: 0 purchases (0 open-market buys) and 8 sales, worth about $5.3M at the reported prices. The latest was filed October 13, 2026, 4 days after the trade.
Open-market buys
0
Sales
8
Avg. disclosure lag
1.2d
Trading in charts
Trade timeline
When does this person trade, how big, and in which direction? Every trade in the last 12 months.
Bought (above the line)Sold (below the line)Other transaction
In the last 12 months MORTON DAVID H JR made no purchases and 8 sales worth $5.3M, plus 35 other transactions. Dot size is the dollar amount.
Portfolio mix
Which stocks does this person trade most? Tile size is dollars traded, all time on record.
MORTON DAVID H JR has traded 1 stock on record; the largest by dollars is INTA.
Reporting lag
Does this person report on time? One bar per filing against the Form 4 deadline.
On timeLate
0 of 8 filings on record were reported after the Form 4 deadline (two business days, counted here as 4 calendar days).
What kind of transactions
Most Form 4 rows are pay arriving or tax being withheld, not a decision to buy or sell. Only code P is an open-market purchase and code S an open-market sale. What each code means: Form 4 transaction codes.
| Code | Meaning | Rows | Shares | Value |
|---|---|---|---|---|
| M | Option exercise or conversion | 28 | 177,962 | — |
| A | Grant or award | 7 | 309,307 | — |
| F | Shares withheld for tax | 4 | 114,072 | $3.7M |
| S | Open-market sale | 4 | 40,000 | $1.6M |
| Year | Rows | Bought | Sold |
|---|---|---|---|
| 2026 | 34 | 0 | 6 · $4.2M |
| 2025 | 9 | 0 | 2 · $1.1M |
Transactions
| Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|
| CVLT | Other A | October 9, 2026 | October 13, 2026 | 4d | 1,317 | — | — | Form 4 ↗ | ||
| INTA | Sell S | August 24, 2026 | August 26, 2026 | 2d | 10,000 | $41 | $409K | 10b5-1 plan | Form 4 ↗ | |
| INTA | Option / conversion M | August 20, 2026 | August 21, 2026 | 1d | 12,500 | — | — | derivative | Form 4 ↗ | |
| INTA | Option / conversion M | August 20, 2026 | August 21, 2026 | 1d | 2,749 | — | — | derivative | Form 4 ↗ | |
| INTA | Option / conversion M | August 20, 2026 | August 21, 2026 | 1d | 4,548 | — | — | derivative | Form 4 ↗ | |
| INTA | Option / conversion M | August 20, 2026 | August 21, 2026 | 1d | 8,698 | — | — | derivative | Form 4 ↗ | |
| INTA | Other A | August 19, 2026 | August 21, 2026 | 2d | 60,300 | — | — | derivative | Form 4 ↗ | |
| INTA | Sell F | August 20, 2026 | August 21, 2026 | 1d | 47,334 | $40 | $1.9M | Form 4 ↗ | ||
| INTA | Option / conversion M | August 20, 2026 | August 21, 2026 | 1d | 12,500 | — | — | Form 4 ↗ | ||
| INTA | Option / conversion M | August 20, 2026 | August 21, 2026 | 1d | 2,749 | — | — | Form 4 ↗ | ||
| INTA | Option / conversion M | August 20, 2026 | August 21, 2026 | 1d | 4,548 | — | — | Form 4 ↗ | ||
| INTA | Option / conversion M | August 20, 2026 | August 21, 2026 | 1d | 8,698 | — | — | Form 4 ↗ | ||
| INTA | Other A | August 19, 2026 | August 21, 2026 | 2d | 64,523 | — | — | Form 4 ↗ | ||
| INTA | Sell S | August 13, 2026 | August 17, 2026 | 4d | 1,200 | $41 | $49K | 10b5-1 plan | Form 4 ↗ | |
| INTA | Sell S | August 13, 2026 | August 17, 2026 | 4d | 18,800 | $41 | $765K | 10b5-1 plan | Form 4 ↗ | |
| INTA | Option / conversion M | May 20, 2026 | May 21, 2026 | 1d | 12,500 | — | — | derivative | Form 4 ↗ | |
| INTA | Option / conversion M | May 20, 2026 | May 21, 2026 | 1d | 2,749 | — | — | derivative | Form 4 ↗ | |
| INTA | Option / conversion M | May 20, 2026 | May 21, 2026 | 1d | 4,548 | — | — | derivative | Form 4 ↗ | |
| INTA | Option / conversion M | May 20, 2026 | May 21, 2026 | 1d | 8,699 | — | — | derivative | Form 4 ↗ | |
| INTA | Sell F | May 20, 2026 | May 21, 2026 | 1d | 23,851 | $21 | $489K | Form 4 ↗ | ||
| INTA | Option / conversion M | May 20, 2026 | May 21, 2026 | 1d | 12,500 | — | — | Form 4 ↗ | ||
| INTA | Option / conversion M | May 20, 2026 | May 21, 2026 | 1d | 2,749 | — | — | Form 4 ↗ | ||
| INTA | Option / conversion M | May 20, 2026 | May 21, 2026 | 1d | 4,548 | — | — | Form 4 ↗ | ||
| INTA | Option / conversion M | May 20, 2026 | May 21, 2026 | 1d | 8,699 | — | — | Form 4 ↗ | ||
| INTA | Other A | May 19, 2026 | May 21, 2026 | 2d | 18,369 | — | — | Form 4 ↗ | ||
| INTA | Option / conversion M | February 20, 2026 | February 20, 2026 | 0d | 8,698 | — | — | derivative | Form 4 ↗ | |
| INTA | Option / conversion M | February 20, 2026 | February 20, 2026 | 0d | 2,749 | — | — | derivative | Form 4 ↗ | |
| INTA | Option / conversion M | February 20, 2026 | February 20, 2026 | 0d | 4,548 | — | — | derivative | Form 4 ↗ | |
| INTA | Other A | February 19, 2026 | February 20, 2026 | 1d | 100,000 | — | — | derivative | Form 4 ↗ | |
| INTA | Sell F | February 20, 2026 | February 20, 2026 | 0d | 25,432 | $22 | $564K | Form 4 ↗ | ||
| INTA | Option / conversion M | February 20, 2026 | February 20, 2026 | 0d | 8,698 | — | — | Form 4 ↗ | ||
| INTA | Option / conversion M | February 20, 2026 | February 20, 2026 | 0d | 2,749 | — | — | Form 4 ↗ | ||
| INTA | Option / conversion M | February 20, 2026 | February 20, 2026 | 0d | 4,548 | — | — | Form 4 ↗ | ||
| INTA | Other A | February 19, 2026 | February 20, 2026 | 1d | 46,428 | — | — | Form 4 ↗ | ||
| INTA | Sell S | November 24, 2025 | November 26, 2025 | 2d | 10,000 | $41 | $408K | 10b5-1 plan | Form 4 ↗ | |
| INTA | Option / conversion M | November 20, 2025 | November 21, 2025 | 1d | 8,699 | — | — | derivative | Form 4 ↗ | |
| INTA | Option / conversion M | November 20, 2025 | November 21, 2025 | 1d | 2,748 | — | — | derivative | Form 4 ↗ | |
| INTA | Option / conversion M | November 20, 2025 | November 21, 2025 | 1d | 4,548 | — | — | derivative | Form 4 ↗ | |
| INTA | Sell F | November 20, 2025 | November 21, 2025 | 1d | 17,455 | $41 | $708K | Form 4 ↗ | ||
| INTA | Option / conversion M | November 20, 2025 | November 21, 2025 | 1d | 8,699 | — | — | Form 4 ↗ | ||
| INTA | Option / conversion M | November 20, 2025 | November 21, 2025 | 1d | 2,748 | — | — | Form 4 ↗ | ||
| INTA | Option / conversion M | November 20, 2025 | November 21, 2025 | 1d | 4,548 | — | — | Form 4 ↗ | ||
| INTA | Other A | November 19, 2025 | November 21, 2025 | 2d | 18,370 | — | — | Form 4 ↗ |
Filings
| Filed | Form | Accession | Rows | Status | Source |
|---|---|---|---|---|---|
| October 13, 2026 | Form 4 | 0001476070-26-000004 | 1 | published | EDGAR ↗ |
| August 26, 2026 | Form 4 | 0001565687-26-000098 | 1 | published | EDGAR ↗ |
| August 21, 2026 | Form 4 | 0001565687-26-000091 | 11 | published | EDGAR ↗ |
| August 17, 2026 | Form 4 | 0001565687-26-000077 | 2 | published | EDGAR ↗ |
| May 21, 2026 | Form 4 | 0001565687-26-000049 | 10 | published | EDGAR ↗ |
| February 20, 2026 | Form 4 | 0001565687-26-000028 | 9 | published | EDGAR ↗ |
| November 26, 2025 | Form 4 | 0001565687-25-000145 | 1 | published | EDGAR ↗ |
| November 21, 2025 | Form 4 | 0001565687-25-000139 | 8 | published | EDGAR ↗ |
Other insiders at Intapp, Inc.
- HALL JOHN T Chief Executive Officer 118 rows
- Jampol Thad Chief Product Officer 39 rows
- Coleman Donald F. Chief Operating Officer 33 rows
- Harrison David Benjamin President, Industries 31 rows
- Mirchandani Sanjay President & CEO 29 rows
- Murgel Michele Chief People & Places Officer 24 rows
- Sedgwick Dustin de Forest Chief Marketing Officer 22 rows
- Abrahamsen Danielle Nicole Chief Accounting Officer 19 rows
- Merrill Gary Chief Financial Officer 18 rows
- SCHRAMM LYRA AMBER Chief People Officer 12 rows
Everyone on file, with contracts and lobbying under the company's name: Intapp, Inc..
Guides for this page
- What is SEC Form 4? Who files: officers, directors and owners of more than 10% of a class of the company's shares.
- Form 4 transaction codes P = purchase. S = sale. These are the two market trades.
- Insider buying vs insider selling Selling outweighs buying by a wide margin in normal times.
- Rule 10b5-1 trading plans The plan must be set up when the insider has no important non-public information.
- Options and derivatives on Form 4 Table I = shares. Table II = options and other derivatives.
Sources and method
| Source | Filings | Rows | First filed | Newest filed | Read the originals |
|---|---|---|---|---|---|
| SEC EDGAR, Form 4 | 8 | 43 | November 21, 2025 | October 13, 2026 | Form 4 list on EDGAR |
Site built October 22, 2026. Every row in the tables above links to its own filing. To quote a figure, use the Cite button at the top of the page; see how to cite and reuse.
Every row comes from the reporting owner's Form 4 as filed with the SEC (EDGAR ownership XML), read daily. "Value" is shares × the reported price; code P is an open-market purchase, S a sale, M an option exercise, A a grant. The lag is the filing date minus the trade date; Form 4 is due within two business days. Amendments (4/A) are not merged. Details on the methodology page; report an error on corrections.
Not investment advice. Figures are public disclosures shown as filed; they may lag the trade and may be amended later. No recommendation is made or implied.