Intapp appoints David Morton as CFO effective Aug 7, 2023; Steve Robertson plans retirement in 2024

Intapp, Inc.

CFO Steve Robertson to retire; will resign Aug 7, 2023 and stay as non-executive senior advisor.
David Morton appointed CFO effective Aug 7; joins from Digicert, previously CFO at Anaplan, CAO at Tesla, CFO at Seagate.
Morton's compensation: $450k base salary, 80% target bonus, $12M equity award (50% RSU, 50% PSU).
Robertson will work closely with Morton for a smooth transition; CEO Hall thanked Robertson for his leadership.

item 5.02 item 7.01 item 9.01

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Departed

Stephen Robertson

Chief Financial Officer

INTA · Intapp, Inc.

Effective: 2023-08-07
Successor: David Morton
Filed: July 13, 2023, 7:59 PM ET

Mr. Stephen Robertson, the Chief Financial Officer of Intapp, Inc. (the “Company”) informed the Company of his retirement in 2024, and that he will resign from his role as Chief Financial Officer effective August 7, 2023.

Appointed

David Morton

Chief Financial Officer

INTA · Intapp, Inc.

Effective: 2023-08-07
Filed: July 13, 2023, 7:59 PM ET

On July 11, 2023, the Board of Directors (the “Board”) of the Company appointed Mr. David Morton to serve as Chief Financial Officer of the Company, effective August 7, 2023.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Stephen Robertson resigned as Chief Financial Officer at Intapp, Inc..

Action: resigned
Role: Chief Financial Officer

Exact text from the filing

Mr. Stephen Robertson, the Chief Financial Officer of Intapp, Inc. (the “Company”) informed the Company of his retirement in 2024, and that he will resign from his role as Chief Financial Officer effective August 7, 2023.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

David Morton was appointed as Chief Financial Officer at Intapp, Inc..

Action: appointed
Role: Chief Financial Officer

Exact text from the filing

On July 11, 2023, the Board of Directors (the “Board”) of the Company appointed Mr. David Morton to serve as Chief Financial Officer of the Company, effective August 7, 2023.

View on SEC.gov

Intapp, Inc. filing history →

Source: SEC EDGAR

accession 0001193125-23-186322

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