Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Kodiak AI, Inc.KDK · Entity 5204 | Chief Financial Officer | July 01, 2026 | July 02, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Kodiak AI, Inc.
Report date July 01, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 980,425 |
Ending reported balance
After 2026-07-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-01 · Grant · Acquired 563,063 · Balance 563,063 F1: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock F2: 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 Row 2 · 2026-07-01 · Grant · Acquired 417,362 · Balance 980,425 F1: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock F3: 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. |
| Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.88 · Expires 2035-08-26 | Direct | 0 |
Reported balance
After 2026-07-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-01 · Disposition to issuer · Disposed 2,035,915 · Balance 0 F5: 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: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock
F2: 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
F3: 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.
F4: 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.
F5: 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.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 01, 2026 Filed Jul 2, 2026 20:41 UTC | Kodiak AI, Inc. KDK · Entity 5204 | Disposition to issuerStock Option (Right to buy) · Derivative | 2,035,915 | Not disclosed Strike: $8.88 | Not disclosed |
DisclosureSEC 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. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 20:41 UTC | Kodiak AI, Inc. KDK · Entity 5204 | GrantCommon Stock | 417,362 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 20:41 UTC | Kodiak AI, Inc. KDK · Entity 5204 | GrantCommon Stock | 563,063 | $0.00 | $0.00 |
DisclosureSEC 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 Read SEC document |
| September 24, 2025 Filed Sep 25, 2025 01:50 UTC | Kodiak AI, Inc. KDK · Entity 5204 | GrantRestricted Stock Units · Derivative | 2,035,915 | $0.00 | $0.00 |
DisclosureSEC source: 0002084546-25-000006 · form4-09252025_010949.xml · derivative · entry 2 Datta Surajit · CIK 0002084546 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,035,915 Underlying: Common Stock · 2,035,915 shares Expires not disclosed F4 · derivative.exercise_price: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock. F5 · 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 (2) above. F5 · 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 (2) above. Read SEC document |
| September 24, 2025 Filed Sep 25, 2025 01:50 UTC | Kodiak AI, Inc. KDK · Entity 5204 | GrantStock Option (Right to buy) · Derivative | 2,035,915 | Not disclosed Strike: $8.88 | Not disclosed |
DisclosureSEC source: 0002084546-25-000006 · form4-09252025_010949.xml · derivative · entry 1 Datta Surajit · CIK 0002084546 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,035,915 Underlying: Common Stock · 2,035,915 shares Expires 2035-08-26 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"). F3 · 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"). 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. F2 · 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. Read SEC document |
| September 24, 2025 Filed Sep 27, 2025 01:54 UTC Amendment | Kodiak AI, Inc. KDK · Entity 5204 | GrantRestricted Stock Units · Derivative | 699,453 | $0.00 | $0.00 |
DisclosureSEC source: 0002084546-25-000007 · form4a-09272025_010900.xml · derivative · entry 1 Datta Surajit · CIK 0002084546 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 699,453 Underlying: Common Stock · 699,453 shares Expires not disclosed F1 · derivative.exercise_price: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock. F2 · shares: The original Form 4 filed September 24, 2025 (the "Original Form 4") erroneously reported the grant of 2,035,915 RSUs. The number of RSUs actually granted was 699,453. F3 · 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 (2) of the Original Form 4. F3 · 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 (2) of the Original Form 4. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.