KDK

SEC source: 0001628280-26-046976 · wk-form4_1783024880.xml · nonDerivative · entry 1

Wiesinger Michael · CIK 0002080680 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 596,102

F1 · shares: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock

F2 · shares: One-eighth (1/8th) of the total number of RSUs subject to the Award will be scheduled to vest on the first Quarterly Vesting Date (as defined below) on or immediately following the date that is six (6) months following the Vesting Commencement Date (such first vesting date, the First Vesting Date), and thereafter, one-sixteenth (1/16th) of the total number of RSUs subject to the Award will be scheduled to vest on each of the next fourteen (14) consecutive Quarterly Vesting Dates that occur after the First Vesting Date, in each case subject to the Participant continuing to be a Service Provider through the applicable vesting date. Quarterly Vesting Dates means March 10, May 15, August 15, and November 15.

SEC source: 0001628280-26-046977 · wk-form4_1783024888.xml · nonDerivative · entry 1

Coleman Jordan S. · CIK 0002080470 · Chief Legal and Policy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 296,624

F1 · shares: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock

F2 · shares: One-eighth (1/8th) of the total number of RSUs subject to the Award will be scheduled to vest on the first Quarterly Vesting Date (as defined below) on or immediately following the date that is six (6) months following the Vesting Commencement Date (such first vesting date, the First Vesting Date), and thereafter, one-sixteenth (1/16th) of the total number of RSUs subject to the Award will be scheduled to vest on each of the next fourteen (14) consecutive Quarterly Vesting Dates that occur after the First Vesting Date, in each case subject to the Participant continuing to be a Service Provider through the applicable vesting date. Quarterly Vesting Dates means March 10, May 15, August 15, and November 15.

SEC source: 0001628280-26-046979 · wk-form4_1783024896.xml · nonDerivative · entry 1

Major Zsuzsanna · CIK 0002080509 · Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 210,333

F1 · shares: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock

F2 · shares: One-eighth (1/8th) of the total number of RSUs subject to the Award will be scheduled to vest on the first Quarterly Vesting Date (as defined below) on or immediately following the date that is six (6) months following the Vesting Commencement Date (such first vesting date, the First Vesting Date), and thereafter, one-sixteenth (1/16th) of the total number of RSUs subject to the Award will be scheduled to vest on each of the next fourteen (14) consecutive Quarterly Vesting Dates that occur after the First Vesting Date, in each case subject to the Participant continuing to be a Service Provider through the applicable vesting date. Quarterly Vesting Dates means March 10, May 15, August 15, and November 15.

SEC source: 0001628280-26-046973 · wk-form4_1783024869.xml · nonDerivative · entry 1

Wendel Andreas · CIK 0002082817 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,739,629

F1 · shares: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock

F2 · shares: One-eighth (1/8th) of the total number of RSUs subject to the Award will be scheduled to vest on the first Quarterly Vesting Date (as defined below) on or immediately following the date that is six (6) months following the Vesting Commencement Date (such first vesting date, the First Vesting Date), and thereafter, one-sixteenth (1/16th) of the total number of RSUs subject to the Award will be scheduled to vest on each of the next fourteen (14) consecutive Quarterly Vesting Dates that occur after the First Vesting Date, in each case subject to the Participant continuing to be a Service Provider through the applicable vesting date. Quarterly Vesting Dates means March 10, May 15, August 15, and November 15.

SEC source: 0001628280-26-046972 · wk-form4_1783024863.xml · nonDerivative · entry 1

Burnette Donald L. · CIK 0002080471 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,083,818

F1 · shares: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock

F2 · shares: One-eighth (1/8th) of the total number of RSUs subject to the Award will be scheduled to vest on the first Quarterly Vesting Date (as defined below) on or immediately following the date that is six (6) months following the Vesting Commencement Date (such first vesting date, the First Vesting Date), and thereafter, one-sixteenth (1/16th) of the total number of RSUs subject to the Award will be scheduled to vest on each of the next fourteen (14) consecutive Quarterly Vesting Dates that occur after the First Vesting Date, in each case subject to the Participant continuing to be a Service Provider through the applicable vesting date. Quarterly Vesting Dates means March 10, May 15, August 15, and November 15.

SEC source: 0001628280-26-046974 · wk-form4_1783024874.xml · derivative · entry 3

Datta Surajit · CIK 0002084546 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,035,915 shares

Expires 2035-08-26

F5 · price: On July 1, 2026, the Issuer cancelled the options listed in Table II. In exchange for the cancelled options, the Reporting Person received the 563,063 RSUs reported in Table I.

F4 · derivative.exercise_date: 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.

SEC source: 0001628280-26-046974 · wk-form4_1783024874.xml · nonDerivative · entry 2

Datta Surajit · CIK 0002084546 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 980,425

F1 · shares: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock

F3 · shares: One-eighth (1/8th) of the total number of RSUs subject to the Award will be scheduled to vest on the first Quarterly Vesting Date (as defined below) on or immediately following the date that is six (6) months following the Vesting Commencement Date (such first vesting date, the First Vesting Date), and thereafter, one-sixteenth (1/16th) of the total number of RSUs subject to the Award will be scheduled to vest on each of the next fourteen (14) consecutive Quarterly Vesting Dates that occur after the First Vesting Date, in each case subject to the Participant continuing to be a Service Provider through the applicable vesting date. Quarterly Vesting Dates means March 10, May 15, August 15, and November 15.

SEC source: 0001628280-26-046974 · wk-form4_1783024874.xml · nonDerivative · entry 1

Datta Surajit · CIK 0002084546 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 563,063

F1 · shares: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock

F2 · shares: One-fourth (1/4th) of the total number of RSUs subject to the Award will be scheduled to vest on the first Quarterly Vesting Date (as defined below) on or immediately following the one (1) year anniversary of the Vesting Commencement Date (such first vesting date, the First Vesting Date), and thereafter, one-sixteenth (1/16th) of the total number of RSUs subject to the Award will be scheduled to vest on each of the next twelve (12) consecutive Quarterly Vesting Dates that occur after the First Vesting Date, in each case subject to the Participant continuing to be a Service Provider through the applicable vesting date. Quarterly Vesting Dates means March 10, May 15, August 15, and November 15

SEC source: 0001199926-26-000002 · form4-06162026_080623.xml · nonDerivative · entry 1

TOBIN SCOTT R · CIK 0001199926 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,758

F1 · shares: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock. The RSUs shall vest on the earlier of the twelve-month anniversary of June 12, 2026 or the day before the next annual stockholder meeting, subject to the Reporting Person continuing to be a Service Provider through such date.

SEC source: 0001759510-26-000002 · form4-06162026_080608.xml · nonDerivative · entry 1

Sverchek Kristin · CIK 0001759510 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,758

F1 · shares: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock. The RSUs shall vest on the earlier of the twelve-month anniversary of June 12, 2026 or the day before the next annual stockholder meeting, subject to the Reporting Person continuing to be a Service Provider through such date.

SEC source: 0001688869-26-000002 · form4-06162026_080643.xml · nonDerivative · entry 1

Reed James D · CIK 0001688869 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,758

F1 · shares: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock. The RSUs shall vest on the earlier of the twelve-month anniversary of June 12, 2026 or the day before the next annual stockholder meeting, subject to the Reporting Person continuing to be a Service Provider through such date.

SEC source: 0001218470-26-000012 · form4-06162026_080641.xml · nonDerivative · entry 1

GOLDMAN KENNETH A · CIK 0001218470 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,758

F1 · shares: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock. The RSUs shall vest on the earlier of the twelve-month anniversary of June 12, 2026 or the day before the next annual stockholder meeting, subject to the Reporting Person continuing to be a Service Provider through such date.

SEC source: 0002068597-26-000002 · form4-06162026_080626.xml · nonDerivative · entry 1

Elshenawy Mohamed · CIK 0002068597 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,758

F1 · shares: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock. The RSUs shall vest on the earlier of the twelve-month anniversary of June 12, 2026 or the day before the next annual stockholder meeting, subject to the Reporting Person continuing to be a Service Provider through such date.

SEC source: 0001193125-26-216891 · ownership.xml · derivative · entry 2

AAC II Holdings II LP · CIK 0002088704 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 769,230

Underlying: Common Stock · 769,230 shares

Expires 2031-05-07

F1 · derivative.exercise_price: Pursuant to a subscription agreement between Kodiak AI, Inc. (the "Company") and AAC II Holdings II LP ( "AAC II Holdings"), dated May 7, 2026, for an aggregate subscription amount of $4,999,995, AAC II Holdings purchased (i) 769,230 shares of the Company's common stock, par value $0.0001 per share ("Common Stock") at a price per share of $6.50 per share, and (ii) an accompanying warrant to purchase 769,230 shares of Common Stock initially exercisable at $6.00 per share of Common Stock, which exercise price is subject to certain anti-dilution and other adjustments.

F1 · price: Pursuant to a subscription agreement between Kodiak AI, Inc. (the "Company") and AAC II Holdings II LP ( "AAC II Holdings"), dated May 7, 2026, for an aggregate subscription amount of $4,999,995, AAC II Holdings purchased (i) 769,230 shares of the Company's common stock, par value $0.0001 per share ("Common Stock") at a price per share of $6.50 per share, and (ii) an accompanying warrant to purchase 769,230 shares of Common Stock initially exercisable at $6.00 per share of Common Stock, which exercise price is subject to certain anti-dilution and other adjustments.

F2 · ownership.direct: Ares Partners Holdco LLC ("Ares Partners") is the sole member of each of Ares Voting LLC ("Ares Voting") and Ares Management GP LLC ("Ares Management GP"), which are respectively the holders of the Class B and Class C common stock of Ares Management Corporation ("Ares Management"), which common stock allows them, collectively, to generally have the majority of the votes on any matter submitted to the stockholders of Ares Management if certain conditions are met. Ares Management is the sole member of Ares Holdco LLC ("Ares Holdco" and together with each of the foregoing entities, the "Ares Entities."), which is the general partner of Ares Holdings L.P. ("Ares Holdings").

F3 · ownership.direct: Ares Holdings is the general partner of AAC II Holdings II LP. Each of the Ares Entities, Ares Holdings and AAC II Holdings may be deemed to share beneficial ownership of the securities directly held by AAC II Holdings but each of the foregoing disclaim beneficial ownership of such securities except to the extent of its respective pecuniary interest therein.

F4 · ownership.direct: Ares Partners is managed by a board of managers, which is composed of Michael J Arougheti, R. Kipp deVeer, David B. Kaplan, Antony P. Ressler and Bennett Rosenthal (collectively, the "Board Members"). Mr. Ressler generally has veto authority over the Board Members' decisions. Each of these individuals expressly disclaims beneficial ownership of the securities that may be deemed to be beneficially owned by Ares Partners, except to the extent of their respective pecuniary interest therein. The principal business office of the Ares Entities, Ares Holdings and AAC II Holdings is c/o Ares Management LLC, 245 Park Avenue, 44th Floor, New York, NY 10167.

SEC source: 0001193125-26-216891 · ownership.xml · nonDerivative · entry 1

AAC II Holdings II LP · CIK 0002088704 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,360,857

F1 · shares: Pursuant to a subscription agreement between Kodiak AI, Inc. (the "Company") and AAC II Holdings II LP ( "AAC II Holdings"), dated May 7, 2026, for an aggregate subscription amount of $4,999,995, AAC II Holdings purchased (i) 769,230 shares of the Company's common stock, par value $0.0001 per share ("Common Stock") at a price per share of $6.50 per share, and (ii) an accompanying warrant to purchase 769,230 shares of Common Stock initially exercisable at $6.00 per share of Common Stock, which exercise price is subject to certain anti-dilution and other adjustments.

F1 · price: Pursuant to a subscription agreement between Kodiak AI, Inc. (the "Company") and AAC II Holdings II LP ( "AAC II Holdings"), dated May 7, 2026, for an aggregate subscription amount of $4,999,995, AAC II Holdings purchased (i) 769,230 shares of the Company's common stock, par value $0.0001 per share ("Common Stock") at a price per share of $6.50 per share, and (ii) an accompanying warrant to purchase 769,230 shares of Common Stock initially exercisable at $6.00 per share of Common Stock, which exercise price is subject to certain anti-dilution and other adjustments.

F2 · ownership.direct: Ares Partners Holdco LLC ("Ares Partners") is the sole member of each of Ares Voting LLC ("Ares Voting") and Ares Management GP LLC ("Ares Management GP"), which are respectively the holders of the Class B and Class C common stock of Ares Management Corporation ("Ares Management"), which common stock allows them, collectively, to generally have the majority of the votes on any matter submitted to the stockholders of Ares Management if certain conditions are met. Ares Management is the sole member of Ares Holdco LLC ("Ares Holdco" and together with each of the foregoing entities, the "Ares Entities."), which is the general partner of Ares Holdings L.P. ("Ares Holdings").

F3 · ownership.direct: Ares Holdings is the general partner of AAC II Holdings II LP. Each of the Ares Entities, Ares Holdings and AAC II Holdings may be deemed to share beneficial ownership of the securities directly held by AAC II Holdings but each of the foregoing disclaim beneficial ownership of such securities except to the extent of its respective pecuniary interest therein.

F4 · ownership.direct: Ares Partners is managed by a board of managers, which is composed of Michael J Arougheti, R. Kipp deVeer, David B. Kaplan, Antony P. Ressler and Bennett Rosenthal (collectively, the "Board Members"). Mr. Ressler generally has veto authority over the Board Members' decisions. Each of these individuals expressly disclaims beneficial ownership of the securities that may be deemed to be beneficially owned by Ares Partners, except to the extent of their respective pecuniary interest therein. The principal business office of the Ares Entities, Ares Holdings and AAC II Holdings is c/o Ares Management LLC, 245 Park Avenue, 44th Floor, New York, NY 10167.

SEC source: 0002080509-26-000001 · form4-01022026_090142.xml · derivative · entry 2

Major Zsuzsanna · CIK 0002080509 · Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 436,746

Underlying: Common Stock · 10,000 shares

Expires 2028-10-30

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: All of the shares subject to this option are fully vested and exercisable as of the date hereof.

SEC source: 0002080509-26-000001 · form4-01022026_090142.xml · nonDerivative · entry 1

Major Zsuzsanna · CIK 0002080509 · Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: All shares are subject to the lockup restrictions set forth in the Issuer's bylaws.

SEC source: 0002080680-25-000004 · form4-09252025_010932.xml · derivative · entry 13

Wiesinger Michael · CIK 0002080680 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 428,629

Underlying: Common Stock · 428,629 shares

Expires not disclosed

F10 · derivative.exercise_price: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock.

F16 · derivative.exercise_date: 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 (9) above.

F16 · derivative.expiration_date: 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 (9) above.

SEC source: 0002080680-25-000004 · form4-09252025_010932.xml · derivative · entry 12

Wiesinger Michael · CIK 0002080680 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,040,168

Underlying: Common Stock · 1,040,168 shares

Expires not disclosed

F10 · derivative.exercise_price: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock.

F15 · derivative.exercise_date: 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 (8) above.

F15 · derivative.expiration_date: 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 (8) above.

SEC source: 0002080680-25-000004 · form4-09252025_010932.xml · derivative · entry 11

Wiesinger Michael · CIK 0002080680 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 132,461

Underlying: Common Stock · 132,461 shares

Expires not disclosed

F10 · derivative.exercise_price: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock.

F14 · derivative.exercise_date: 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 (7) above.

F14 · derivative.expiration_date: 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 (7) above.

SEC source: 0002080680-25-000004 · form4-09252025_010932.xml · derivative · entry 10

Wiesinger Michael · CIK 0002080680 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 366,498

Underlying: Common Stock · 366,498 shares

Expires not disclosed

F10 · derivative.exercise_price: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock.

F13 · derivative.exercise_date: 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 (6) above.

F13 · derivative.expiration_date: 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 (6) above.

SEC source: 0002080680-25-000004 · form4-09252025_010932.xml · derivative · entry 9

Wiesinger Michael · CIK 0002080680 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 88,307

Underlying: Common Stock · 88,307 shares

Expires not disclosed

F10 · derivative.exercise_price: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock.

F12 · derivative.exercise_date: 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 (5) above, subject to the Reporting Person continuing as a service provider through each such date.

F11 · derivative.expiration_date: 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 (3) above, subject to the Reporting Person continuing as a service provider through each such date.

SEC source: 0002080680-25-000004 · form4-09252025_010932.xml · derivative · entry 8

Wiesinger Michael · CIK 0002080680 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 409,355

Underlying: Common Stock · 409,355 shares

Expires not disclosed

F10 · derivative.exercise_price: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock.

F11 · derivative.exercise_date: 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 (3) above, subject to the Reporting Person continuing as a service provider through each such date.

F11 · derivative.expiration_date: 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 (3) above, subject to the Reporting Person continuing as a service provider through each such date.

SEC source: 0002080680-25-000004 · form4-09252025_010932.xml · derivative · entry 7

Wiesinger Michael · CIK 0002080680 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 428,629

Underlying: Common Stock · 428,629 shares

Expires 2035-06-26

F1 · kind: 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").

F4 · price: In connection with the closing of the Business Combination, 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.

F9 · derivative.exercise_date: 1/8th of the shares subject to the option vest on December 30, 2025 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.

SEC source: 0002080680-25-000004 · form4-09252025_010932.xml · derivative · entry 6

Wiesinger Michael · CIK 0002080680 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,040,168

Underlying: Common Stock · 1,040,168 shares

Expires 2034-08-20

F1 · kind: 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").

F4 · price: In connection with the closing of the Business Combination, 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.

F8 · derivative.exercise_date: 1/8th of the shares subject to the option vested on September 1, 2024 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.

SEC source: 0002080680-25-000004 · form4-09252025_010932.xml · derivative · entry 5

Wiesinger Michael · CIK 0002080680 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 132,461

Underlying: Common Stock · 132,461 shares

Expires 2033-08-29

F1 · kind: 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").

F4 · price: In connection with the closing of the Business Combination, 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.

F7 · derivative.exercise_date: 1/8th of the shares subject to the option vested on December 15, 2023 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.

SEC source: 0002080680-25-000004 · form4-09252025_010932.xml · derivative · entry 4

Wiesinger Michael · CIK 0002080680 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 366,498

Underlying: Common Stock · 366,498 shares

Expires 2032-12-17

F1 · kind: 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").

F4 · price: In connection with the closing of the Business Combination, 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.

F6 · derivative.exercise_date: 1/8th of the shares subject to the option vested on June 15, 2023 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.

SEC source: 0002080680-25-000004 · form4-09252025_010932.xml · derivative · entry 3

Wiesinger Michael · CIK 0002080680 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 88,307

Underlying: Common Stock · 88,307 shares

Expires 2032-06-01

F1 · kind: 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").

F4 · price: In connection with the closing of the Business Combination, 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.

F5 · derivative.exercise_date: 1/8th of the shares subject to the option vested on December 15, 2022 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.

SEC source: 0002080680-25-000004 · form4-09252025_010932.xml · derivative · entry 2

Wiesinger Michael · CIK 0002080680 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 409,355

Underlying: Common Stock · 409,355 shares

Expires 2031-12-22

F1 · kind: 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").

F4 · price: In connection with the closing of the Business Combination, 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.

F3 · derivative.exercise_date: 1/8th of the shares subject to the option vested on June 15, 2022 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.

SEC source: 0002080680-25-000004 · form4-09252025_010932.xml · nonDerivative · entry 1

Wiesinger Michael · CIK 0002080680 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 178,740

F1 · kind: 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 · price: 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").

SEC source: 0002080470-25-000004 · form4-09252025_010911.xml · derivative · entry 19

Coleman Jordan S. · CIK 0002080470 · Chief Legal and Policy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 142,878

Underlying: Common Stock · 142,878 shares

Expires not disclosed

F12 · derivative.exercise_price: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock.

F20 · derivative.exercise_date: 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 (11) above.

F20 · derivative.expiration_date: 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 (11) above.

SEC source: 0002080470-25-000004 · form4-09252025_010911.xml · derivative · entry 18

Coleman Jordan S. · CIK 0002080470 · Chief Legal and Policy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 662,311

Underlying: Common Stock · 662,311 shares

Expires not disclosed

F12 · derivative.exercise_price: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock.

F19 · derivative.exercise_date: 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 (10) above.

F19 · derivative.expiration_date: 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 (10) above.

SEC source: 0002080470-25-000004 · form4-09252025_010911.xml · derivative · entry 17

Coleman Jordan S. · CIK 0002080470 · Chief Legal and Policy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 141,293

Underlying: Common Stock · 141,293 shares

Expires not disclosed

F12 · derivative.exercise_price: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock.

F18 · derivative.exercise_date: 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 (9) above.

F18 · derivative.expiration_date: 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 (9) above.

SEC source: 0002080470-25-000004 · form4-09252025_010911.xml · derivative · entry 16

Coleman Jordan S. · CIK 0002080470 · Chief Legal and Policy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 732,996

Underlying: Common Stock · 732,996 shares

Expires not disclosed

F12 · derivative.exercise_price: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock.

F17 · derivative.exercise_date: 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 (8) above.

F17 · derivative.expiration_date: 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 (8) above.

SEC source: 0002080470-25-000004 · form4-09252025_010911.xml · derivative · entry 15

Coleman Jordan S. · CIK 0002080470 · Chief Legal and Policy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 366,498

Underlying: Common Stock · 366,498 shares

Expires not disclosed

F12 · derivative.exercise_price: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock.

F16 · derivative.exercise_date: 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 (7) above.

F16 · derivative.expiration_date: 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 (7) above.

SEC source: 0002080470-25-000004 · form4-09252025_010911.xml · derivative · entry 14

Coleman Jordan S. · CIK 0002080470 · Chief Legal and Policy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 132,461

Underlying: Common Stock · 132,461 shares

Expires not disclosed

F12 · derivative.exercise_price: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock.

F15 · derivative.exercise_date: 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 (6) above.

F15 · derivative.expiration_date: 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 (6) above.

SEC source: 0002080470-25-000004 · form4-09252025_010911.xml · derivative · entry 13

Coleman Jordan S. · CIK 0002080470 · Chief Legal and Policy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 732,996

Underlying: Common Stock · 732,996 shares

Expires not disclosed

F12 · derivative.exercise_price: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock.

F14 · derivative.exercise_date: 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 (5) above.

F14 · derivative.expiration_date: 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 (5) above.

SEC source: 0002080470-25-000004 · form4-09252025_010911.xml · derivative · entry 12

Coleman Jordan S. · CIK 0002080470 · Chief Legal and Policy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 134,055

Underlying: Common Stock · 134,055 shares

Expires not disclosed

F12 · derivative.exercise_price: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock.

F13 · derivative.exercise_date: 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 (3) above, subject to the Reporting Person continuing as a service provider through each such date.

F13 · derivative.expiration_date: 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 (3) above, subject to the Reporting Person continuing as a service provider through each such date.

SEC source: 0002080470-25-000004 · form4-09252025_010911.xml · derivative · entry 11

Coleman Jordan S. · CIK 0002080470 · Chief Legal and Policy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 665,019

Underlying: Common Stock · 665,019 shares

Expires not disclosed

F12 · derivative.exercise_price: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock.

F13 · derivative.exercise_date: 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 (3) above, subject to the Reporting Person continuing as a service provider through each such date.

F13 · derivative.expiration_date: 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 (3) above, subject to the Reporting Person continuing as a service provider through each such date.

SEC source: 0002080470-25-000004 · form4-09252025_010911.xml · derivative · entry 10

Coleman Jordan S. · CIK 0002080470 · Chief Legal and Policy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 142,878

Underlying: Common Stock · 142,878 shares

Expires 2035-06-26

F1 · kind: 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").

F4 · price: In connection with the closing of the Business Combination, 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.

F11 · derivative.exercise_date: 1/8th of the shares subject to the option vest on December 30, 2025 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.

SEC source: 0002080470-25-000004 · form4-09252025_010911.xml · derivative · entry 9

Coleman Jordan S. · CIK 0002080470 · Chief Legal and Policy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 662,311

Underlying: Common Stock · 662,311 shares

Expires 2034-08-20

F1 · kind: 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").

F4 · price: In connection with the closing of the Business Combination, 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.

F10 · derivative.exercise_date: 1/8th of the shares subject to the option vested on January 1, 2025 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.

SEC source: 0002080470-25-000004 · form4-09252025_010911.xml · derivative · entry 8

Coleman Jordan S. · CIK 0002080470 · Chief Legal and Policy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 141,293

Underlying: Common Stock · 141,293 shares

Expires 2033-08-29

F1 · kind: 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").

F4 · price: In connection with the closing of the Business Combination, 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.

F9 · derivative.exercise_date: 1/8th of the shares subject to the option vested on December 15, 2023 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.

SEC source: 0002080470-25-000004 · form4-09252025_010911.xml · derivative · entry 7

Coleman Jordan S. · CIK 0002080470 · Chief Legal and Policy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 732,996

Underlying: Common Stock · 732,996 shares

Expires 2033-03-07

F1 · kind: 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").

F4 · price: In connection with the closing of the Business Combination, 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.

F8 · derivative.exercise_date: 1/8th of the shares subject to the option vested on September 8, 2023 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.

SEC source: 0002080470-25-000004 · form4-09252025_010911.xml · derivative · entry 6

Coleman Jordan S. · CIK 0002080470 · Chief Legal and Policy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 366,498

Underlying: Common Stock · 366,498 shares

Expires 2032-12-17

F1 · kind: 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").

F4 · price: In connection with the closing of the Business Combination, 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.

F7 · derivative.exercise_date: 1/8th of the shares subject to the option vested on June 15, 2023 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.

SEC source: 0002080470-25-000004 · form4-09252025_010911.xml · derivative · entry 5

Coleman Jordan S. · CIK 0002080470 · Chief Legal and Policy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 132,461

Underlying: Common Stock · 132,461 shares

Expires 2032-06-01

F1 · kind: 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").

F4 · price: In connection with the closing of the Business Combination, 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.

F6 · derivative.exercise_date: 1/8th of the shares subject to the option vested on December 15, 2022 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.

SEC source: 0002080470-25-000004 · form4-09252025_010911.xml · derivative · entry 4

Coleman Jordan S. · CIK 0002080470 · Chief Legal and Policy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 732,996

Underlying: Common Stock · 732,996 shares

Expires 2032-02-08

F1 · kind: 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").

F4 · price: In connection with the closing of the Business Combination, 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.

F5 · derivative.exercise_date: 1/8th of the shares subject to the option vested on June 15, 2022 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.

SEC source: 0002080470-25-000004 · form4-09252025_010911.xml · derivative · entry 3

Coleman Jordan S. · CIK 0002080470 · Chief Legal and Policy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 134,055

Underlying: Common Stock · 134,055 shares

Expires 2031-04-20

F1 · kind: 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").

F4 · price: In connection with the closing of the Business Combination, 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.

F3 · derivative.exercise_date: All of the shares subject to this option are fully vested and exercisable as of the date hereof.

SEC source: 0002080470-25-000004 · form4-09252025_010911.xml · derivative · entry 2

Coleman Jordan S. · CIK 0002080470 · Chief Legal and Policy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 665,019

Underlying: Common Stock · 665,019 shares

Expires 2028-12-27

F1 · kind: 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").

F4 · price: In connection with the closing of the Business Combination, 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.

F3 · derivative.exercise_date: All of the shares subject to this option are fully vested and exercisable as of the date hereof.

SEC source: 0002080470-25-000004 · form4-09252025_010911.xml · nonDerivative · entry 1

Coleman Jordan S. · CIK 0002080470 · Chief Legal and Policy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,471

F1 · kind: 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 · price: 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").

SEC source: 0002080509-25-000004 · form4-09252025_010955.xml · derivative · entry 16

Major Zsuzsanna · CIK 0002080509 · Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 295,752

Underlying: Common Stock · 295,752 shares

Expires not disclosed

F10 · derivative.exercise_price: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock.

F17 · derivative.exercise_date: 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 (9) above.

F17 · derivative.expiration_date: 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 (9) above.