Kodiak AI (KDK) Chief People Officer reports 10,000-share option exercise

Rhea-AI Filing Summary

Kodiak AI, Inc. reported an insider equity transaction by its Chief People Officer on 12/30/2025. The officer exercised a stock option to acquire 10,000 shares of Kodiak AI common stock at an exercise price of $0.5133 per share, increasing direct beneficial ownership of common stock to 10,000 shares.

The transaction was recorded as an option exercise (code M) linked to a stock option originally exercisable at $0.5133 and expiring on 10/30/2028. Following this exercise, the officer continues to hold 436,746 stock options. All shares acquired are subject to lockup restrictions in the company’s bylaws, and all shares under the option are fully vested and exercisable as of the reported date.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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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Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

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. Issuer Name and Ticker or Trading Symbol
Kodiak AI, Inc. [ KDK ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief People Officer

3. Date of Earliest Transaction (Month/Day/Year)
12/30/2025

4. 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 Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	12/30/2025		M		10,000	A	$0.5133	10,000(1)	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Stock Option (Right to buy)	$0.5133	12/30/2025		M			10,000	(2)	10/30/2028	Common Stock	10,000	$0	436,746	D

Explanation of Responses:

1. All shares are subject to the lockup restrictions set forth in the Issuer's bylaws.

2. All of the shares subject to this option are fully vested and exercisable as of the date hereof.

	/s/ Bobby Brown, by power of attorney	01/02/2026
	** 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 4 (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.
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FAQ

What insider transaction did Kodiak AI (KDK) report in this Form 4?

Kodiak AI reported that its Chief People Officer exercised a stock option and acquired 10,000 shares of common stock at an exercise price of $0.5133 per share on 12/30/2025.

Who is the reporting person in the Kodiak AI (KDK) Form 4 filing?

The reporting person is an officer of Kodiak AI, Inc., serving as the company’s Chief People Officer, and filed the Form 4 as a single reporting person.

How many Kodiak AI (KDK) shares does the officer own after the reported transaction?

After the reported transaction, the officer directly and beneficially owns 10,000 shares of Kodiak AI common stock, as shown in Table I.

What are the terms of the stock options reported by the Kodiak AI (KDK) officer?

The stock option has an exercise price of $0.5133 per share and an expiration date of 10/30/2028. All shares subject to this option are fully vested and exercisable as of the reported date.

How many Kodiak AI (KDK) stock options does the officer hold after the exercise?

Following the option exercise, the officer beneficially owns 436,746 stock options, as disclosed in Table II under derivative securities beneficially owned.

Are the newly acquired Kodiak AI (KDK) shares subject to any restrictions?

Yes. The filing states that all shares are subject to the lockup restrictions set forth in Kodiak AI’s bylaws, limiting the ability to sell or transfer them under certain conditions.