---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-23-186322"
form_type: "8-K"
ticker: "INTA"
cik: "0001565687"
company_name: "Intapp, Inc."
filed_at: "2023-07-13T23:59:59+00:00"
generated_at: "2026-06-13T08:43:30.669433+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-23-186322
- form_type: 8-K
- ticker: INTA
- cik: 0001565687
- company_name: Intapp, Inc.
- filed_at: 2023-07-13T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 5.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1565687/000119312523186322/0001193125-23-186322-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1565687/000119312523186322/d529078d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-23-186322
- JSON: https://secwatch.observer/filing/0001193125-23-186322.json
- Plain text: https://secwatch.observer/filing/0001193125-23-186322.txt

## Key facts
- Executive change
  Stephen Robertson resigned as Chief Financial Officer at Intapp, Inc..
  - Action: resigned
  - Role: Chief Financial Officer
  source text: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1565687/000119312523186322/0001193125-23-186322-index.htm
- Executive change
  David Morton was appointed as Chief Financial Officer at Intapp, Inc..
  - Action: appointed
  - Role: Chief Financial Officer
  source text: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1565687/000119312523186322/0001193125-23-186322-index.htm

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