Scott R. Tobin - Sep 24, 2025 Form 4 Insider Report for Kodiak AI, Inc. (KDK)

Role
Director
Signature
/s/ Christopher Schiavo, as Attorney-in-Fact for Scott R. Tobin
Stock symbol
KDK
Transactions as of
Sep 24, 2025
Transactions value $
$0
Form type
4
Date filed
9/25/2025, 06:12 PM
Previous filing
Dec 19, 2024

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
TOBIN SCOTT R Director C/O KODIAK AI, INC., 1049 TERRA BELLA AVENUE, MOUNTAIN VIEW /s/ Christopher Schiavo, as Attorney-in-Fact for Scott R. Tobin 2025-09-25 0001199926

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction KDK Common Stock Award +11.1M 11.1M Sep 24, 2025 By Battery Ventures XII, L.P. F1, F2, F3
transaction KDK Common Stock Award +216K 216K Sep 24, 2025 By Battery Investment Partners XII, LLC F1, F2, F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Consists of securities acquired in connection with the transactions consummated on September 24, 2025 pursuant to that certain Business Combination Agreement, dated April 14, 2025 (the "Business Combination Agreement"), by and among Kodiak AI, Inc. (f/k/a Ares Acquisition Corporation II) (the "Issuer"), AAC II Merger Sub, Inc., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Kodiak Robotics, Inc. ("Legacy Kodiak"), pursuant to which Merger Sub merged with and into Legacy Kodiak, with Legacy Kodiak as the surviving company and continuing as a wholly owned subsidiary of the Issuer (the "Business Combination").
F2 In connection with the closing of the Business Combination, each share of Legacy Kodiak common stock issued and outstanding immediately prior to the effective time of the merger was, pursuant to the Business Combination Agreement, canceled and converted into the right to receive a number of shares of Common Stock of the Issuer.
F3 Securities are held by Battery Ventures XII, L.P. ("BV XII"). Battery Partners XII, LLC ("BP XII") is the general partner of BV XII. The Reporting Person is a managing member of BP XII and may be deemed to share voting and dispositive power over these securities. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 for any other purpose.
F4 Securities are held by Battery Investment Partners XII, LLC ("BIP XII"). BP XII is the managing member of BIP XII. The Reporting Person is a managing member of BP XII and may be deemed to share voting and dispositive power over these securities. The Reporting Person disclaims beneficial ownership of the securities except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 of for any other purpose.