secwatch.observer — SEC 8-K summary
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Issuer:     Intapp, Inc. (INTA)
CIK:        0001565687
Form:       8-K
Filed at:   2023-07-13T23:59:59+00:00
Accession:  0001193125-23-186322
Event type: leadership
Sentiment:  neutral
Materiality: 0.70
Item codes: 5.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1565687/000119312523186322/0001193125-23-186322-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1565687/000119312523186322/d529078d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-23-186322

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer