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

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
3

Initial Form 3 filed for a company officer reporting no beneficial ownership. Major Zsuzsanna, listed at Kodiak Al, Inc.'s Mountain View address, filed an initial Section 16 Form 3 dated 09/24/2025 identifying the reporting person as an officer (Chief People Officer) and director. The filing states "No securities are beneficially owned." The form is signed via power of attorney by Bobby Brown and includes Exhibit 24 (Power of Attorney).

Modulo Form 3 iniziale presentato per un dirigente della società che riporta nessuna proprietà beneficiaria. Major Zsuzsanna, indicata all'indirizzo Mountain View di Kodiak Al, Inc., ha presentato un Modulo Sezione 16 iniziale Form 3 datato 24/09/2025 identificando la persona che presenta la segnalazione come un dirigente (Chief People Officer) e direttore. La dichiarazione recita "Nessuna partecipazione è di proprietà beneficiaria". Il modulo è firmato tramite procura da Bobby Brown e include l'Esibizione 24 (Power of Attorney).

Formulario Inicial 3 presentado para un funcionario de la empresa que no reporta propiedad beneficiosa. Major Zsuzsanna, listado en la dirección de Mountain View de Kodiak Al, Inc., presentó un Formulario 3 de la Sección 16 inicial con fecha 24/09/2025 identificando al solicitante como un funcionario (Director de Personas) y director. El formulario señala "Ningún valor en acciones es de propiedad beneficiaria". El formulario está firmado por poder notarial por Bobby Brown e incluye el Anexo 24 (Poder Notarial).

초기 양식 3은 혜택 소유가 없다고 보고하는 회사 임원을 위해 제출되었습니다. Kodiak Al, Inc.의 Mountain View 주소에 기재된 Major Zsuzsanna섹션 16 양식 3 초기2025-09-24로 작성해 보고자를 임원(Chief People Officer)이자 이사로 식별했습니다. 양식은 혜택 소유권 없음이라고 명시합니다. 이 양식은 Bobby Brown의 위임으로 서명되었으며 첨부 문서 24(위임장)를 포함합니다.

Formulaire initial 3 déposé pour un dirigeant de l'entreprise ne déclarant aucun droit bénéficiaire. Major Zsuzsanna, répertoriée à l'adresse Mountain View de Kodiak Al, Inc., a déposé un Formulaire 3 de la Section 16 initial daté du 24/09/2025 identifiant la personne déclarant comme un dirigeant (Chief People Officer) et administrateur. Le document indique « Aucun titre n'est détenu de manière bénéficiaire ». Le formulaire est signé par procuration par Bobby Brown et comprend l’Exhibit 24 (Power of Attorney).

Initiales Formular 3 für einen Unternehmensbeauftragten, der keinen wirtschaftlichen Eigentumsanteil meldet. Major Zsuzsanna, aufgeführt an der Mountain View-Adresse von Kodiak Al, Inc., hat ein erstes Formular 3 der Section 16 mit dem Datum 24.09.2025 eingereicht, das die meldende Person als einen Offizier (Chief People Officer) und Direktor identifiziert. Das Formular besagt „Es bestehen keine wertpapiermäßigen Eigentumsrechte“. Das Formular ist durch eine Vollmacht von Bobby Brown unterzeichnet und enthält Exhibit 24 (Power of Attorney).

النموذج الأول 3 مقدم لمسؤول في الشركة لا يورد ملكية مستفيدة. المارشال زوروزسنا، المدرجة بعنوان Mountain View في Kodiak Al, Inc., قدمت النموذج الأول للقسم 16 بتاريخ 24/09/2025 يعرّف الشخص المبلغ كـمسؤول تنفيذي ومدير. ينص النموذج على "لا توجد قيمة أوراق مالية مملوكة لفائدة المستفيد". تم التوقيع على النموذج بواسطة توكيل من بوبي براون ويتضمن المعرض 24 (Power of Attorney).

初始 Form 3 是为一名公司高管提交的,报告无受益所有权。Major Zsuzsanna,列在 Kodiak Al, Inc. 的 Mountain View 地址,提交了日期为2025/09/24的< b>Section 16 初始 Form 3,将报告人识别为一名高管(Chief People Officer)及董事。表格声明< b>“无证券为受益所有权人持有”。该表格由< b>Bobby Brown以授权书签署,并包含Exhibit 24(Power of Attorney)。

Positive
  • None.
Negative
  • None.

Insights

TL;DR: Routine initial disclosure; reporting officer currently holds no beneficial stake.

The filing is a standard initial Form 3 indicating the reporting person is both an officer (Chief People Officer) and a director for Kodiak Al, Inc. It documents no beneficial ownership of the issuer's securities and is executed by power of attorney. For governance purposes, the form establishes the officer's relationship to the company and provides a public record of ownership (or lack thereof), which aids transparency but carries no material financial impact.

TL;DR: Compliance filing completed; absence of holdings reduces immediate Section 16 reporting obligations.

The document fulfills the initial reporting requirement under Section 16 for a named insider, listing name, address, role, and the filing date 09/24/2025. It explicitly states "No securities are beneficially owned." The signature via power of attorney and inclusion of Exhibit 24 are consistent with procedural compliance. The disclosure is informational and does not indicate transactions or positions that would trigger further reporting.

Modulo Form 3 iniziale presentato per un dirigente della società che riporta nessuna proprietà beneficiaria. Major Zsuzsanna, indicata all'indirizzo Mountain View di Kodiak Al, Inc., ha presentato un Modulo Sezione 16 iniziale Form 3 datato 24/09/2025 identificando la persona che presenta la segnalazione come un dirigente (Chief People Officer) e direttore. La dichiarazione recita "Nessuna partecipazione è di proprietà beneficiaria". Il modulo è firmato tramite procura da Bobby Brown e include l'Esibizione 24 (Power of Attorney).

Formulario Inicial 3 presentado para un funcionario de la empresa que no reporta propiedad beneficiosa. Major Zsuzsanna, listado en la dirección de Mountain View de Kodiak Al, Inc., presentó un Formulario 3 de la Sección 16 inicial con fecha 24/09/2025 identificando al solicitante como un funcionario (Director de Personas) y director. El formulario señala "Ningún valor en acciones es de propiedad beneficiaria". El formulario está firmado por poder notarial por Bobby Brown e incluye el Anexo 24 (Poder Notarial).

초기 양식 3은 혜택 소유가 없다고 보고하는 회사 임원을 위해 제출되었습니다. Kodiak Al, Inc.의 Mountain View 주소에 기재된 Major Zsuzsanna섹션 16 양식 3 초기2025-09-24로 작성해 보고자를 임원(Chief People Officer)이자 이사로 식별했습니다. 양식은 혜택 소유권 없음이라고 명시합니다. 이 양식은 Bobby Brown의 위임으로 서명되었으며 첨부 문서 24(위임장)를 포함합니다.

Formulaire initial 3 déposé pour un dirigeant de l'entreprise ne déclarant aucun droit bénéficiaire. Major Zsuzsanna, répertoriée à l'adresse Mountain View de Kodiak Al, Inc., a déposé un Formulaire 3 de la Section 16 initial daté du 24/09/2025 identifiant la personne déclarant comme un dirigeant (Chief People Officer) et administrateur. Le document indique « Aucun titre n'est détenu de manière bénéficiaire ». Le formulaire est signé par procuration par Bobby Brown et comprend l’Exhibit 24 (Power of Attorney).

Initiales Formular 3 für einen Unternehmensbeauftragten, der keinen wirtschaftlichen Eigentumsanteil meldet. Major Zsuzsanna, aufgeführt an der Mountain View-Adresse von Kodiak Al, Inc., hat ein erstes Formular 3 der Section 16 mit dem Datum 24.09.2025 eingereicht, das die meldende Person als einen Offizier (Chief People Officer) und Direktor identifiziert. Das Formular besagt „Es bestehen keine wertpapiermäßigen Eigentumsrechte“. Das Formular ist durch eine Vollmacht von Bobby Brown unterzeichnet und enthält Exhibit 24 (Power of Attorney).

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
OMB APPROVAL
OMB Number: 3235-0104
Estimated average burden
hours per response: 0.5
1. Name and Address of Reporting Person*
Major Zsuzsanna

(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)
Director 10% Owner
X Officer (give title below) Other (specify below)
Chief People Officer
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.
Ares Acquisition Corp II-A

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