Early Access — free while we kick the tires
EdgarHawk

MORTON DAVID H JR

Chief Financial Officer

Officer
6 filings analyzed · 1 company · Latest 2025-08-25

Companies

Company Buys Sells Direction
Intapp, Inc. INTA 0 20 Net selling

Activity

August 2025
2025-08-25 Intapp, Inc. INTA
high
Sell
14,768 shares
$628,803
Significance 7/10

INTA CFO David Morton sold 14,768 shares for $628,803.09 in 6 transactions over 2 days; 28.6% portfolio reduction.

David Morton, CFO of Intapp, Inc., executed 6 separate sales totaling 14,768 shares (14.8K shares) for $628,803.09 ($628.8K) across August 21–22, 2025, reducing his holdings by 28.6% from 51,623 to 36,855 shares. The blended average price of $42.58 sits within the stock's current trading range ($43.60 current price; 52-week range $35.64–$74.10) and near recent transaction prices. Morton's prior trades at INTA show a strong pattern: all 5 prior sells were well-timed at the 90-day mark, with returns of -3.6% to -8.0% in the 30 days following and -23.4% to -26.9% over 90 days, indicating his prior sales preceded meaningful declines. The company posted revenue of $129.1M in its latest quarter with net income of -$3.0M (unprofitable status) and carries a -41.2% drawdown from its 52-week high, placing the stock in significant downtrend territory. The substantial nature of this divestiture—removing nearly one-third of his holdings in two business days—combined with his historically successful timing pattern at this ticker, warrants monitoring of near-term price action and any disclosure of the transaction rationale.

May 2025
2025-05-28 Intapp, Inc. INTA
high
Sell
10,000 shares
$550,196
Significance 6/10

CFO Morton David H Jr sells 10,000 INTA shares for $550,196.49; holds 32,739 shares post-sale

MORTON DAVID H JR, Chief Financial Officer of Intapp, Inc., executed 2 separate sales totaling 10,000 shares on 2025-05-23 for $550,196.49 at a blended average price of $55.02. The sale reduces his holdings by 23.4%, from 42,739 shares to 32,739 shares. This activity follows an unusual pattern: the same insider completed 4 additional sales at INTA between 2025-05-21 and 2025-05-22 (outcomes not yet measurable due to recency). Historically, across his cross-ticker track record, he has executed 12 prior open-market sells with a 75.00% well-timed rate at the 90-day mark, though his single measurable same-ticker sell at INTA (on 2025-02-25) showed a -15.5% 90-day return, suggesting it was well-timed (executed before a subsequent decline). The rapid succession of sales by a C-suite executive over a three-day window, combined with the company's current unprofitability (net income of $-2.0M on annual revenue growth of +22.7%), merits investor attention to filing disclosures for any scheduled trading plan documentation or additional context.

2025-05-23 Intapp, Inc. INTA
medium
Sell
13,331 shares
$759,453
Significance 5/10

CFO David Morton sells 13,331 shares at $56.97 avg for $759.5K; stock now $54.58, off 26.3% from high

David Morton Jr., CFO of Intapp Inc., executed 4 separate sales on May 21–22, 2025, totaling 13,331 shares for $759,453.01, reducing his holdings by -23.8% from 56,070 to 42,739 shares. The transactions occurred at a blended average price of $56.97, and the stock currently trades at $54.58—below the sale prices—positioning this sale favorably relative to current levels. Intapp remains unprofitable (net income $-3.0M in the latest quarter despite strong annual revenue growth of +22.7%), a backdrop that lends added weight to insider disposition activity. His cross-ticker track record shows a 60.00% well-timed rate on 10 prior sells, but same-ticker history at INTA shows 0 of 0 prior sells meeting the well-timed threshold at 90 days, and recent prior sales at this ticker (February–May 2025) all showed negative 30-day returns, establishing no pattern of favorable timing at this specific stock.

February 2025
2025-02-27 Intapp, Inc. INTA
medium
Sell
10,000 shares
$651,171
Significance 4/10

CFO David H Morton Jr sells 10,000 shares at $65.12 avg (3 transactions totaling $651,171.35), reducing stake by 31.6%

CFO David H Morton Jr executed 3 separate sales totaling 10,000 shares for $651,171.35 on 2025-02-25, bringing his post-transaction holdings from 31,656 shares to 21,656 shares (a -31.6% reduction). The sales ranged in price from $63.93 to $65.38 with a blended average of $65.12, occurring as the stock trades at $64.58 (currently -12.8% from its 52-week high of $74.10). The company is unprofitable (full-year net income was negative) despite strong revenue growth of +22.7% year-over-year. At this same ticker, the insider's prior two measurable sales (2024-11-21) showed positive 90-day returns (+23.8% and +22.8%), meaning those sales occurred before subsequent gains rather than before declines. The current sale's timing relative to future price action remains to be observed.

December 2024
2024-12-05 Intapp, Inc. INTA
high
Sell
10,000 shares
$648,343
Significance 6/10

CFO MORTON sold 10,000 shares (36.6% of holdings) at blended avg $64.83; stock at 52-week high near $67.59.

David H. Morton Jr., CFO of Intapp, Inc., executed 3 separate sales totaling 10,000 shares for $648,343.28 on 2024-12-03 at prices ranging from $63.87 to $65.14, reducing his holdings from 27,331 shares to 17,331 shares. The sales occurred at a blended average price of $64.83, just 0.9% below the 52-week high of $67.59 and during a period of strong stock appreciation (stock up 32.7% over 30 days and 55.1% over 90 days). The underlying company remains unprofitable on a full-year basis (net income was $-4.5M) despite recent strong revenue growth of 22.7% year-over-year and current quarterly revenue of $118.8M. The large reduction in the CFO's position—-36.6% of pre-transaction holdings—-coincides with the stock near multi-month extremes and a company operating at a loss.

November 2024
2024-11-25 Intapp, Inc. INTA
medium
Sell
16,380 shares
$971,319
Significance 5/10

CFO David Morton sells 16,380 shares (34.2% of holdings) at blended $59.30 amid 19.3% 30-day rally

CFO David Morton executed 2 separate sales totaling 16,380 shares for $971,318.82 at a blended average price of $59.30, reducing his holdings from 47,915 shares to 31,535 shares, representing a 34.2% reduction. The sale occurred near the 52-week high of $60.26, with stock at current price $59.92 up 19.3% over 30 days and 33.2% over 90 days. While Intapp is currently unprofitable (net income of -$4,520,000 in the latest quarter and negative full-year results), the company is growing revenue at 22.7% annually. The timing of this substantial stake reduction against a sharp recent price appreciation and elevated 52-week positioning warrants investor attention to both the CFO's capital allocation decision and broader company cash flow dynamics given the unprofitable backdrop.

Related insiders

Create a free account

Build watchlists, get email alerts on the tickers you follow, and read the full AI analysis on every insider filing.

Sign up — free during early access