---
schema_version: "secwatch.filing_event.v1"
accession: "0001140361-23-039295"
form_type: "8-K/A"
ticker: "INTA"
cik: "0001565687"
company_name: "Intapp, Inc."
filed_at: "2023-08-11T23:59:59+00:00"
generated_at: "2026-06-11T14:26:35.388821+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.35
calibrated_materiality_score: 0.35
confidence: "high"
source: SEC EDGAR
---

# Intapp formalizes CFO Stephen Robertson's transition to non-executive advisor with defined pay and severance terms

## Summary
- Robertson resigned as CFO effective Aug 7, 2023; continues as non-executive employee through Dec 31, 2023 at $452,500 annual base salary.
- From Jan 1 to Sep 30, 2024, Robertson will serve as consultant under Strategic Advisor Agreement at monthly retainer of $37,708.33.
- Outstanding unvested equity awards continue vesting during advisory period; accelerated vesting triggers if terminated without cause.
- If terminated without cause, Robertson receives base salary or retainer through Sep 30, 2024, COBRA reimbursement, and partial accelerated vesting.
- Agreement includes non-solicitation covenant through 1-year anniversary of separation and general release of claims.

## SEC filing metadata
- accession: 0001140361-23-039295
- form_type: 8-K/A
- ticker: INTA
- cik: 0001565687
- company_name: Intapp, Inc.
- filed_at: 2023-08-11T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.35
- calibrated_materiality_score: 0.35
- confidence: high
- sec_items: 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1565687/000114036123039295/0001140361-23-039295-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1565687/000114036123039295/brhc20057278_8ka.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001140361-23-039295
- JSON: https://secwatch.observer/filing/0001140361-23-039295.json
- Plain text: https://secwatch.observer/filing/0001140361-23-039295.txt

## Key facts
- Executive change
  Stephen Robertson resigned as Chief Financial Officer at Intapp, Inc..
  - Action: resigned
  - Role: Chief Financial Officer
  source text: Mr. Robertson informed the Company that he will resign from his role as Chief Financial Officer of the Company effective August 7, 2023 but will continue his service to the Company as a non-executive senior advisor.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1565687/000114036123039295/0001140361-23-039295-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.