[Form 3] Ares Acquisition Corp II Initial Statement of Beneficial Ownership

Rhea-AI Filing Summary

Reed James D, listed with a Mountain View, CA address and affiliated with Kodiak AI, Inc. (KDK), filed an initial Form 3 reporting his relationship to the issuer as a director. The filing states that no securities are beneficially owned by the reporting person. The Form 3 was submitted as an individual filing and includes a power of attorney signature on the document.

Positive

• Director status disclosed for Reed James D with Kodiak AI, Inc. (KDK), fulfilling reporting requirements
• No securities beneficially owned is explicitly stated, removing immediate insider-ownership considerations

Negative

• None.

Insights

Financial Analyst

TL;DR: Routine initial Form 3 disclosing director status and no beneficial ownership, implying no current equity exposure.

This Form 3 is an administrative disclosure noting director affiliation with Kodiak AI, Inc. and explicitly stating that the reporting person holds no beneficial ownership in the issuer's securities. For investors and compliance teams, the filing confirms the absence of equity holdings from this insider at the time of the report, which limits immediate insider-driven equity signals.

Corporate Governance Expert

TL;DR: Governance disclosure is complete and routine; it records a director with no reported holdings.

The submission fulfills Section 16 reporting obligations by identifying the reporting person, their role as a director, and declaring zero beneficial ownership. The presence of a power of attorney signature is documented. This filing does not indicate any governance actions, related-party transactions, or conflicts of interest based on ownership.

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

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1. Name and Address of Reporting Person^*

Reed James D

(Last) (First) (Middle)

C/O KODIAK AI, INC.

1049 TERRA BELLA AVENUE

(Street)

MOUNTAIN VIEW CA 94043

(City) (State) (Zip)

2. Date of Event Requiring Statement (Month/Day/Year)
09/24/2025

3. Issuer Name and Ticker or Trading Symbol
Kodiak Al, Inc. [ KDK ]

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

5. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

Exhibit 24 - Power of Attorney

No securities are beneficially owned.

	/s/ Bobby Brown, by power of attorney	09/24/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did Reed James D report on his Form 3 for Kodiak AI (KDK)?

He reported his role as a director of Kodiak AI, Inc. and stated that no securities are beneficially owned.

Does the Form 3 indicate any stock holdings by the reporting person?

No. The filing explicitly states that no securities are beneficially owned by the reporting person.

Was this Form 3 filed jointly or by one reporting person?

It was filed by one reporting person, as indicated on the form.

Is there any power of attorney or signature detail in the filing?

Yes. The filing includes a power of attorney signature on behalf of the reporting person.

Which issuer and ticker are identified in this Form 3?

The issuer is Kodiak AI, Inc. with the ticker KDK as stated in the form.