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

Rhea-AI Filing Summary

Mohamed Elshenawy filed an initial Form 3 reporting his relationship to Kodiak AI, Inc. (symbol shown as KDK) as a director. The filing states no securities are beneficially owned by the reporting person. The form was executed by power of attorney (signed by Bobby Brown) on 09/24/2025. The filing includes Exhibit 24 (Power of Attorney).

Positive

• Reporting person identified as a director, providing clear governance disclosure
• Explicit statement that no securities are beneficially owned, removing ambiguity about holdings
• Exhibit 24 (Power of Attorney) included and form executed by authorized signee

Negative

• None.

Insights

Corporate Governance Expert

TL;DR: Director filed an initial ownership statement and reported no beneficial ownership, executed via power of attorney.

The filing is procedural: it identifies the reporting person, confirms the reporting relationship as a director, and explicitly states that the reporting person holds no non-derivative or derivative securities in the issuer. The inclusion of Exhibit 24 documents authority for a third party to sign. There are no disclosed securities positions, transactions, or material changes for investors to evaluate.

Compliance/Risk Analyst

TL;DR: No holdings reported; form documents director status and a power-of-attorney signature.

From a compliance perspective, the Form 3 contains the required identifying information and an executed signature via power of attorney. It explicitly states "No securities are beneficially owned," so there are no reportable holdings or derivative positions to monitor. The document does not present material risks or disclosures beyond standard ownership 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^*

Elshenawy Mohamed

(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

Who filed the Form 3 for Kodiak AI (KDK)?

The Form 3 was filed by Mohamed Elshenawy, identified in the filing as a director of Kodiak AI.

Does the Form 3 report any securities beneficially owned by the reporting person?

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

When was the Form 3 filed or dated?

The form is dated and signed on 09/24/2025 (signature executed by power of attorney).

Was the Form 3 signed directly by the reporting person?

No. The signature block shows the form was executed by /s/ Bobby Brown, by power of attorney.

Does the filing disclose any derivative securities or options?

No. The Form 3 contains no entries in Table I or Table II and states there are no beneficially owned securities.