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

Rhea-AI Filing Summary

Form 3 filed for Kristin Sverchek as a director of Kodiak AI, Inc. (KDK) reporting no beneficial ownership of the issuer's securities as of the event date 09/24/2025. The filing was submitted under a power of attorney and signed by Bobby Brown on behalf of the reporting person. The form indicates a single filer and provides the reporting persons address in Mountain View, CA.

Insights

Corporate Governance Expert

TL;DR: Initial director filing reports no securities owned, a routine disclosure with limited immediate investor impact.

This Form 3 documents Kristin Svercheks status as a director of Kodiak AI, Inc. and explicitly states that she beneficially owns no securities. The use of a power of attorney for signature is noted. Because there are no holdings disclosed, there are no direct alignment signals between director ownership and shareholder interests to assess from this filing alone.

Securities Compliance Analyst

TL;DR: Filing meets Section 16(a) reporting formality; absence of reported holdings means no Section 16 trading information to evaluate.

The Form 3 appears complete for its narrow purpose: it identifies the reporting person, relationship to the issuer (director), event date, and declares no beneficial ownership. From a compliance perspective, further monitoring is standard to capture any subsequent Form 4/5 filings if securities are later acquired or disposed.

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^*

Sverchek Kristin

(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 Kristin Sverchek report on the Form 3 for Kodiak AI (KDK)?

The Form 3 states no securities are beneficially owned by Kristin Sverchek and that she is a director of Kodiak AI, Inc.

What is the event date reported on the Form 3?

The event date listed on the Form 3 is 09/24/2025.

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

The form indicates it was filed by one reporting person (single filer).

Who signed the Form 3 and under what authority?

The signature is /s/ Bobby Brown dated 09/24/2025, signing by power of attorney on behalf of the reporting person.

What address is listed for the reporting person?

The address shown is c/o Kodiak AI, Inc., 1049 Terra Bella Avenue, Mountain View, CA 94043.