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

Rhea-AI Filing Summary

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).

Insights

Corporate Governance Expert

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.

Securities Compliance Analyst

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.

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^*

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.