Surajit Datta - Sep 24, 2025 Form 4 Insider Report for Kodiak Al, Inc. (KDK)

Role: Chief Financial Officer
Signature: /s/ Bobby Brown, by power of attorney
Stock symbol: KDK
Transactions as of: Sep 24, 2025
Transactions value $: $0
Form type: 4
Date filed: 9/24/2025, 09:50 PM
SEC: View on sec.gov

Reporting Owners (1)

Name	Relationship	Address	Signature	Signature date	CIK
Datta Surajit	Chief Financial Officer	C/O KODIAK AI, INC., 1049 TERRA BELLA AVENUE, MOUNTAIN VIEW	/s/ Bobby Brown, by power of attorney	2025-09-24	0002084546

This filing has been restated, see here for the amended filing

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Underlying Class	Amount	Exercise Price	Ownership	Footnotes
transaction	KDK	Stock Option (Right to buy)	Award		+2.04M			2.04M	Sep 24, 2025	Common Stock	2.04M	$8.88	Direct	F1, F2, F3
transaction	KDK	Restricted Stock Units	Award	$0	+2.04M		$0.00	2.04M	Sep 24, 2025	Common Stock	2.04M		Direct	F4, F5

* 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	1/4th of the shares subject to the option vest on August 25, 2026 and 1/48th of the shares subject to the option vest each month thereafter, subject to the Reporting Person continuing as a service provider through each such date.
F3	In connection with the closing of the Business Combination, each share of Legacy Kodiak common stock ("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 (the ratio of such conversion, the "Common Stock Exchange Ratio"). Each outstanding option to purchase shares of Legacy Kodiak Common Stock, whether vested or unvested, was exchanged for a comparable option to purchase that number of shares of Common Stock of the Issuer based on the Common Stock Exchange Ratio. The exercise price for each such option was also accordingly adjusted based on the Common Stock Exchange Ratio.
F4	These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock.
F5	The RSUs are subject to both (1) a performance-based vesting condition which will be satisfied as to 1/3rd of the RSUs if the Issuer's Common Stock achieves a price per share, for any period of 20 trading days out of 30 consecutive trading days occurring prior to the earlier of (i) September 24, 2029, or (ii) a change of control, that equals or exceeds the following thresholds, respectively: $18.00, $23.00 and $28.00 and (2) a service-based vesting condition, satisfied on substantially the same terms as the option vesting schedule described in footnote (2) above.