Welcome to our dedicated page for Ares Acquisition II-A SEC filings (Ticker: AACT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings associated with Ares Acquisition Corporation II (AACT) and the successor public company Kodiak AI, Inc. provide a detailed record of the SPAC business combination and the evolution of the combined entity’s capital structure. AACT’s role as a special purpose acquisition company is documented in the registration statement on Form S-4, which includes a proxy statement/prospectus for AACT shareholders and a prospectus for the securities of the combined company.
After the merger closed, Kodiak AI, Inc. became the SEC registrant, with its common stock listed on The Nasdaq Stock Market LLC under the symbol KDK. Current reports on Form 8-K and amendments on Form 8-K/A describe key events such as the consummation of the business combination, warrant adjustments that changed the exercise price and redemption trigger price of public and private placement warrants, and the entry into a senior secured term loan facility. These filings also explain how certain capital raising transactions in connection with the business combination triggered adjustments under the warrant agreement.
Registration statements on Form S-1/A for Kodiak AI, Inc. register common stock and warrants and include extensive disclosures about the company’s business, risk factors, and financial statements. Additional 8-K filings report financial results for specific periods, with press releases furnished as exhibits, and describe material definitive agreements such as venture loan and security agreements and the termination of prior debt arrangements.
On Stock Titan’s SEC filings page, users can access these documents as they appear on EDGAR and take advantage of AI-powered summaries that explain the significance of each filing. This includes highlighting how the SPAC structure of AACT transitioned into an operating public company under the KDK ticker, outlining changes to security holders’ rights, and clarifying the impact of new debt facilities and warrant adjustments on the company’s capital structure.
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.
Form 3 initial statement: Scott R. Tobin, listed at Kodiak AI, Inc. address in Mountain View, CA, filed an initial Form 3 reporting his relationship to the issuer as a director and that the event date was 09/24/2025. The Form 3 reports no securities beneficially owned by the reporting person as of the reporting date. The filing is signed by an attorney-in-fact on 09/25/2025.