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.
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.
Michael Wiesinger, listed as Chief Operating Officer and a director of Kodiak AI, Inc. (KDK), filed an initial Form 3 dated 09/24/2025 reporting that he does not beneficially own any securities of the issuer. The filing was submitted by one reporting person and signed by Bobby Brown by power of attorney. An exhibit for a power of attorney (Exhibit 24) is referenced.
Wendel Andreas, listed with an address at Kodiak AI, Inc. in Mountain View, CA, filed an Initial Statement of Beneficial Ownership (Form 3) reporting his role as Chief Technology Officer and officer/director of the issuer, identified in this filing as Kodiak Al, Inc. (KDK). The form states no securities are beneficially owned by the reporting person. The filing was executed via power of attorney by Bobby Brown on 09/24/2025.
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.
Reed James D, listed with a Mountain View, CA address and affiliated with Kodiak AI, Inc. (KDK), filed an initial Form 3 reporting his relationship to the issuer as a director. The filing states that no securities are beneficially owned by the reporting person. The Form 3 was submitted as an individual filing and includes a power of attorney signature on the document.
Initial Form 3 filed for a company officer reporting no beneficial ownership. Major Zsuzsanna, listed at Kodiak Al, Inc.'s Mountain View address, filed an initial Section 16 Form 3 dated 09/24/2025 identifying the reporting person as an officer (Chief People Officer) and director. The filing states "No securities are beneficially owned." The form is signed via power of attorney by Bobby Brown and includes Exhibit 24 (Power of Attorney).