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

Rhea-AI Filing Summary

Donald L. Burnette, identified as Chief Executive Officer and a director of Kodiak AI, Inc. (ticker KDK), filed an initial Form 3 dated 09/24/2025 that states no securities are beneficially owned by the reporting person. The filing shows Burnette's address as Mountan View, CA and the form was signed by a power of attorney. The document is an initial ownership disclosure required under Section 16 and contains no entries in the tables for non-derivative or derivative securities.

Positive

• None.

Negative

• No securities beneficially owned reported by the CEO/director as of 09/24/2025, leaving no insider equity alignment disclosed
• Initial Form 3 lists no holdings and was signed by a power of attorney rather than the reporting person, which may prompt administrative follow-up

Insights

Corporate Governance Expert

TL;DR: CEO/director filed an initial Form 3 claiming no beneficial ownership of company securities, which is uncommon for insiders.

The filing documents that Donald L. Burnette holds the officer and director roles at Kodiak AI, Inc. but reports zero beneficial ownership as of 09/24/2025. From a governance perspective, insider ownership typically aligns management and shareholder interests, so a lack of disclosed holdings may prompt investor questions about alignment and incentives. The filing being executed by a power of attorney is a procedural detail but does not change the substantive disclosure.

Securities Analyst

TL;DR: Form 3 shows no holdings for the reporting insider; this disclosure is neutral but noteworthy for ownership analysis.

For securities analysis, the absence of reported holdings means there is no insider equity stake to consider when assessing insider alignment or potential insider-driven transactions. The Form 3 contains no entries for non-derivative or derivative securities and includes a statement that no securities are beneficially owned. This is a routine initial disclosure but materially limits any conclusions about insider purchasing or selling activity.

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^*

Burnette Donald L.

(Last) (First) (Middle)

C/O KODIAK AI, INC.

1049 TERRA BELLA AVENUE

(Street)

MOUNTAN 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
X	Officer (give title below)		Other (specify below)
	Chief Executive 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.

FAQ

What did the Form 3 filed for Kodiak AI (KDK) on 09/24/2025 disclose?

The Form 3 filed by Donald L. Burnette, CEO and director, discloses no beneficial ownership of securities as of 09/24/2025.

Who filed the Form 3 for Kodiak AI and what is their role?

The filing lists Donald L. Burnette as the reporting person and identifies him as Chief Executive Officer and a director of Kodiak AI, Inc.

Was the Form 3 signed by the reporting person for Kodiak AI (KDK)?

The Form 3 was executed by power of attorney (signed '/s/ Bobby Brown, by power of attorney' on 09/24/2025).

Does the Form 3 list any derivative or non-derivative securities for the reporting person?

No. The filing contains no entries in the tables for non-derivative or derivative securities and explicitly states no securities are beneficially owned.

What address is listed for the reporting person on the Form 3?

The address listed for Donald L. Burnette is 1049 Terra Bella Avenue, Mountan View, CA 94043.