Every Form 4 that Ares Acquisition Corporation II (AACT) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow AACT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AACT filings page.
AAC II Holdings II LP, a 10% owner of Kodiak AI, Inc., reported acquiring additional equity and warrants. On May 8, 2026, it received 769,230 shares of Kodiak AI common stock as a grant/award transaction, bringing its direct holdings to 4,360,857 shares.
Under a subscription agreement dated May 7, 2026, AAC II Holdings II LP agreed to an aggregate subscription amount of $4,999,995, purchasing 769,230 common shares at $6.50 per share and an accompanying warrant to purchase 769,230 common shares. The warrant is initially exercisable at $6.00 per share, with anti-dilution and other adjustments, and expires on May 7, 2031.
The filing notes that various Ares-affiliated entities may be deemed to share beneficial ownership of these securities but each disclaims beneficial ownership except to the extent of its pecuniary interest.
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.
Michael Wiesinger, Chief Operating Officer of Kodiak AI, Inc. (KDK), filed an amended Form 4 correcting previously reported restricted stock unit (RSU) grants dated 09/24/2025. The amendment replaces multiple erroneous grant amounts in the Original Form 4 with the actual granted RSUs: 140,637, 30,336, 125,913, 45,507, 357,357 and 147,258. Each RSU represents a contingent right to one share of common stock and is subject to both performance-based vesting (1/3 vesting at $18.00, $23.00 and $28.00 share-price hurdles measured over 20 of 30 trading days before September 24, 2029 or a change of control) and service-based vesting on substantially similar terms to the Original Form 4. The filing is signed by power of attorney on behalf of the reporting person.
Kodiak AI, Inc. reporting person Zsuzsanna Major, Chief People Officer, amended a Form 4 to correct previously misstated restricted stock unit (RSU) grants originally reported on September 24, 2025. The amendment revises eight RSU awards to their actual grant sizes: 153,483; 46,053; 156,549; 45,507; 125,913; 45,507; 113,769; and 101,607 RSUs. Each RSU represents a contingent right to one share of common stock and is subject to both performance-based vesting tied to share-price thresholds ($18.00, $23.00, $28.00 for successive 1/3 tranches over specified trading-day windows) and service-based vesting terms. The reported grants have $0 exercise price and are held directly. The Form 4/A is signed by power of attorney on September 29, 2025.
Kodiak AI, Inc. reported an amended insider transaction showing Director James D. Reed was granted 425,037 restricted stock units (RSUs) on 09/24/2025, replacing an earlier erroneous grant figure. Each RSU represents a contingent right to receive one share of common stock and the award carries no cash exercise price. The RSUs vest subject to a combination of service-based vesting and a performance-based condition that will vest one-third of the award if the company’s share price meets thresholds of $18, $23 and $28 for specified sustained trading windows prior to the earlier of a specified cutoff or a change of control.
The amendment corrects the originally reported quantity and clarifies vesting mechanics; other details reference an option-style service vesting schedule noted in the original filing.
Kodiak AI, Inc. (KDK) reporting person Kenneth A. Goldman, a director, amended a Form 4 to disclose restricted stock units (RSUs) granted on 09/24/2025. The amendment corrects an earlier error: the Original Form 4 had reported 183,095 RSUs but the actual grant was 62,901 RSUs, each representing a contingent right to one share of common stock.
The RSUs carry a performance-based vesting condition (1/3 vests if the stock reaches $18.00, $23.00 and $28.00 for 20 of 30 trading days before the earlier of 09/24/2029 or a change of control) and a service-based vesting schedule aligned with previously reported option vesting terms. Following the transaction, Mr. Goldman beneficially owns 62,901 shares directly at a $0 grant price.
Kodiak AI, Inc. (KDK) reporting person Mohamed Elshenawy filed an amended Form 4 correcting an earlier grant of restricted stock units. The amendment replaces an original, incorrect report of 183,095 RSUs with the actual grant of 62,901 RSUs, each representing a contingent right to one share of common stock. The RSUs were granted on 09/24/2025, have a $0 price, and are reported as directly owned following the grant. The RSUs vest subject to both performance conditions—one-third vests if the common stock trades at or above $18.00, $23.00 and $28.00 for 20 of 30 trading days before the earlier of September 24, 2029 or a change of control—and a service-based vesting schedule described as substantially the same as an option vesting schedule in the original filing. The Form 4/A is signed by power of attorney on behalf of the reporting person.
Coleman Jordan S., Chief Legal and Policy Officer of Kodiak AI, Inc. (KDK), filed an amended Form 4 correcting previously reported restricted stock unit (RSU) grants dated 09/24/2025. The amendment reduces several erroneously reported RSU amounts to the actual grants: 228,471; 46,053; 251,826; 45,507; 125,913; 251,826; 48,540; 227,541; and 49,086 RSUs. Each RSU represents a contingent right to one share of common stock and is subject to both a performance-based vesting condition and a service-based vesting condition. The performance vesting satisfies one-third of each grant if the common stock trades at or above $18.00, $23.00 and $28.00 for any 20 trading days out of 30 prior to the earlier of September 24, 2029 or a change of control. The Form 4/A was signed by power of attorney on 09/26/2025.
Kodiak AI, Inc. (KDK) reporting person Surajit Datta, Chief Financial Officer, amended a Form 4 filed for a grant dated 09/24/2025 to correct the number of restricted stock units (RSUs) awarded. The amended filing states the actual award was 699,453 RSUs, each representing a contingent right to one share of common stock, and corrects an earlier erroneous report of 2,035,915 RSUs. The RSUs are subject to a performance-based vesting condition and a service-based vesting condition. The performance condition vests one-third of the RSUs if the company’s common stock trades at or above thresholds of $18.00, $23.00 and $28.00 for any 20 trading days out of 30 consecutive trading days prior to the earlier of 09/24/2029 or a change of control. The award price is indicated as $0, and the reporting person beneficially owns 699,453 shares following the grant.
Kodiak AI, Inc. (KDK) reporting person Donald L. Burnette, who is both a director and the Chief Executive Officer, amended a Form 4 to correct an earlier grant disclosure. The amendment reports the grant of 349,425 restricted stock units (RSUs) on 09/24/2025, each representing the contingent right to one share of common stock and showing 349,425 shares beneficially owned following the transaction at a $0 purchase price. The filing explains the Original Form 4 mistakenly reported 1,017,084 RSUs. The RSUs vest subject to a performance condition (price thresholds of $18.00, $23.00 and $28.00 for separate tranches over specified trading-day tests through 09/24/2029 or a change of control) and a service-based vesting condition on substantially the same terms as previously disclosed.
Ares Acquisition Holdings II LP reported changes in ownership tied to a business combination that converted Ares Acquisition Corporation II into Kodiak AI, Inc. The filing shows the reporting person acquired or holds 12,500,000 Class A ordinary shares and continues to hold warrants covering 14,300,000 shares with an $11.50 exercise price exercisable beginning 10/24/2025 and expiring 09/24/2030. The transactions reflect a domestication from the Cayman Islands to Delaware and the renaming of the continuing entity, and the filing discloses the reporting person’s indirect ownership structure through Ares entities and related disclaimers of beneficial ownership.
Scott R. Tobin, a director of Kodiak AI, Inc. (KDK), reported acquisitions of Common Stock on 09/24/2025 in connection with the closing of a business combination that merged Legacy Kodiak into the issuer.
The Form 4 discloses acquisition of 11,140,899 shares held indirectly by Battery Ventures XII, L.P. and 215,770 shares held indirectly by Battery Investment Partners XII, LLC. The filing states these shares resulted from Legacy Kodiak shares being converted into issuer common stock pursuant to the Business Combination Agreement dated April 14, 2025. The reporting person is a managing member of the entities holding the shares and disclaims beneficial ownership except for any pecuniary interest.
Michael Wiesinger, Chief Operating Officer of Kodiak AI, Inc. reported securities acquired on 09/24/2025 pursuant to the closing of a business combination with Kodiak Robotics. The report shows 178,740 shares of Common Stock acquired and multiple stock options and restricted stock units (RSUs) converted or issued in connection with the merger. Stock options listed carry exercise prices including $0.6794, $0.468 and $6.8388 and cover 409,355, 88,307, 366,498, 132,461, 1,040,168 and 428,629 underlying shares respectively. Matching RSUs were also granted in the same amounts and are subject to both service-based vesting schedules and performance-based vesting tied to share price thresholds of $18, $23 and $28 during specified trading windows prior to 09/24/2029. The transactions reflect the conversion and adjustment of Legacy Kodiak equity into Issuer securities per the Business Combination Agreement.
Wendel Andreas, Chief Technology Officer of Kodiak AI, Inc. (KDK), reported a series of awards and exchanges on 09/24/2025 tied to the closing of a business combination. In connection with the merger, Legacy Kodiak equity and awards were converted into issuer securities under a defined exchange ratio. The Reporting Person acquired 4,305,573 shares of common stock and received options totaling 5,337,220 underlying shares across four option grants with exercise prices of $0.3472, $0.6794, $0.468 and $6.8388. Matching restricted stock units (RSUs) were also granted for the same share amounts and are subject to service vesting schedules and performance vesting conditions tied to share-price thresholds of $18.00, $23.00 and $28.00 measured over specified trading-day windows prior to September 24, 2029.
Kodiak AI, Inc. (KDK) reporting person Kristin Sverchek, a director, reported equity awards received in connection with the closing of a business combination on 09/24/2025. The filing shows a grant of a stock option covering 183,095 shares with an exercise price of $6.8388 and an equal number of restricted stock units (RSUs) for 183,095 shares. One-third of the option shares vest on 05/05/2026 with the remainder vesting monthly thereafter (1/36th per month) subject to continued service. The RSUs vest subject to the same service schedule and a performance condition that vests one-third at achievement of share-price thresholds of $18.00, $23.00 and $28.00 within the performance period ending on the earlier of 09/24/2029 or a change of control. The awards were issued as part of the merger that converted Legacy Kodiak equity into Issuer equity under the Business Combination Agreement.
James D. Reed, a director of Kodiak AI, Inc. (KDK), reported acquisition of equity in connection with the company's September 24, 2025 business combination. The filing shows derivative awards consisting of a stock option with an exercise price of $0.6794 and restricted stock units (RSUs), each covering 1,237,166 shares of Common Stock following the transaction. Of the option shares, 824,209 were deemed vested as of February 2, 2024, with the remaining 412,957 vesting monthly at 1/48th per month subject to continued service. The RSUs are subject to both a service-based vesting schedule aligned with the option vesting and a performance-based condition that vests one-third at stock-price hurdles of $18.00, $23.00 and $28.00 if each threshold is met for 20 trading days within a 30-trading-day period prior to the earlier of September 24, 2029 or a change of control.
Kodiak AI, Inc. (KDK) reported that on September 24, 2025 Major Zsuzsanna, its Chief People Officer, acquired multiple option awards and restricted stock units in connection with the closing of the Business Combination that combined Legacy Kodiak into the issuer. The filing lists eight option grants with exercise prices ranging from $0.3472 to $6.8388 covering a total of 2,294,800 underlying shares and matching RSUs for the same totals and vesting schedules. Many options are fully vested or vest on monthly schedules tied to continued service; the RSUs include both service-based vesting and performance-based vesting tied to share-price targets of $18, $23, and $28 within specified measurement periods.
Kenneth A. Goldman, a director of Kodiak AI, Inc. (KDK), reported receiving equity in connection with the closing of the business combination on September 24, 2025. The Form 4 shows acquisition of a stock option to purchase 183,095 shares with an exercise price of $6.8388 and corresponding restricted stock units (RSUs) for 183,095 shares priced at $0. One-third of the option shares vest on May 5, 2026, with the remainder vesting monthly thereafter; the RSUs also include a performance-based vesting condition tied to share-price thresholds of $18.00, $23.00 and $28.00 for partial vesting.
Mohamed Elshenawy, a director of Kodiak AI, Inc. (KDK), acquired equity awards tied to the company's recent business combination closing. The Form 4 reports that on 09/24/2025 Mr. Elshenawy received a stock option covering 183,095 shares with an exercise price of $8.8769 and an identical number of restricted stock units (RSUs) covering 183,095 shares. One-third of the option shares vest on July 15, 2026, with the remainder vesting monthly thereafter, contingent on continued service. The RSUs are subject to the same service-based vesting schedule and also carry performance-based vesting conditions tied to the issuer's share price reaching $18.00, $23.00 and $28.00 for specified trading-day tests prior to September 24, 2029 (or a change of control). The awards were issued in connection with the closing of the Business Combination described in the footnotes, under which Legacy Kodiak equity and options were exchanged into Issuer securities based on a conversion ratio.
Surajit Datta, identified as Chief Financial Officer of Kodiak Al, Inc. ("KDK"), reported transactions dated 09/24/2025 tied to the closing of a business combination with Legacy Kodiak. In connection with the merger, outstanding Legacy Kodiak options and restricted stock units were converted into awards of the issuer.
The filing shows a grant of a stock option to purchase 2,035,915 shares at an exercise price of $8.8769, and 2,035,915 RSUs representing the right to receive the same number of common shares. The option vests 25% on 08/25/2026 and then 1/48th monthly thereafter; the RSUs vest subject to identical service-based vesting and additional performance hurdles that vest 1/3 at stock price thresholds of $18.00, $23.00 and $28.00 over specified trading-day conditions prior to 09/24/2029.
Kodiak AI, Inc. (KDK) reporting person Jordan S. Coleman, Chief Legal and Policy Officer, reported multiple equity awards and conversions on 09/24/2025 tied to the closing of a business combination that merged Legacy Kodiak into the issuer. Legacy Kodiak common shares were converted into issuer common shares under a defined exchange ratio and the reporting person received 4,471 shares of Common Stock and numerous stock options and restricted stock units (RSUs). Options listed have exercise prices ranging from $0.3472 to $6.8388 and aggregate to several hundred thousand shares per grant, with RSUs subject to service and performance vesting tied to share-price hurdles of $18, $23 and $28 within defined periods.
Donald L. Burnette, Kodiak AI, Inc. director and CEO, reported securities received in connection with the company’s business combination closing on September 24, 2025. He acquired 25,915,204 shares of common stock directly and an additional 1,385,765 shares held indirectly by a family trust. He also received a stock option for 1,017,084 shares with an exercise price of $6.8388 and 1,017,084 restricted stock units (RSUs). The option vests over time (1/8th on December 30, 2025 and then 1/48th monthly thereafter) and RSUs are subject to both the same service schedule and performance-based vesting tied to stock-price thresholds of $18.00, $23.00 and $28.00 within specified periods.