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.
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).
Form 3 filed for Kodiak Al, Inc. (KDK) by reporting person Kenneth A. Goldman. The filing states Mr. Goldman is a director and that no securities are beneficially owned as of the reported event date of 09/24/2025. The form was submitted by one reporting person and signed by an attorney-in-fact indicating a power of attorney is on file.
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).
Datta Surajit, identified as Chief Financial Officer and a director of Kodiak Al, Inc. (KDK), filed an initial Form 3 reporting no securities beneficially owned as of 09/24/2025. The filing notes a Power of Attorney (Exhibit 24) and is signed on behalf of the reporting person by Bobby Brown under that power of attorney. No non-derivative or derivative holdings are reported.
Form 3 filed for Kodiak Al, Inc. (KDK) reports that Coleman Jordan S., identified as a director and the company’s Chief Legal and Policy Officer, filed an initial Section 16 beneficial ownership statement dated 09/24/2025. The filing states no securities are beneficially owned. The form was signed by Bobby Brown by power of attorney and includes Exhibit 24 (Power of Attorney).
Donald L. Burnette, identified as Chief Executive Officer and a director of Kodiak AI, Inc. (ticker KDK), filed an initial Form 3 dated 09/24/2025 that states no securities are beneficially owned by the reporting person. The filing shows Burnette's address as Mountan View, CA and the form was signed by a power of attorney. The document is an initial ownership disclosure required under Section 16 and contains no entries in the tables for non-derivative or derivative securities.
Kodiak AI, Inc. filed a Form 25 to remove the listing and registration of its securities from the New York Stock Exchange. The action covers its units (each consisting of one Class A ordinary share and one-half of one redeemable warrant), standalone Class A ordinary shares, and redeemable warrants exercisable for Class A ordinary shares. The notification is signed on behalf of the company by its Chief Executive Officer, Don Burnette, indicating the company believes it meets all requirements to file this form.
Ares Acquisition Corp II (AACT) filed a Form D for a Regulation D exempt offering of equity and related warrants conditioned on completing a business combination with Kodiak Robotics, Inc. The issuer is a Cayman Islands exempted company with principal offices in New York. The offering target is $200,000,000, of which $145,000,000 has been sold and $55,000,000 remains available. The minimum outside investment is $250,000. Sales commissions are estimated at $5,800,000 with a disclosed potential placement fee of 4% of proceeds. The notice lists executive officers, directors and promoters and identifies J.P. Morgan Securities LLC and Citigroup Global Markets Inc. as participating broker-dealers. The offering is claimed under Rule 506(c).
Ares Acquisition Corp II (AACT) entered into a definitive Business Combination Agreement with Kodiak Robotics, Inc., under which AACT and its wholly owned merger subsidiary will combine with Kodiak. A related S-4 registration statement (No. 333-287278) containing a proxy statement/prospectus was declared effective by the SEC on August 29, 2025, and AACT began mailing the definitive proxy that same day, with Supplement No. 1 filed September 15, 2025 and Supplement No. 2 filed September 23, 2025.
The filing emphasizes forward-looking statements about the combined company and lists numerous risks that could cause actual results to differ materially, including technology and product risks related to autonomous vehicles, potential regulatory or shareholder approval delays, redemption levels by public holders, the need to complete PIPE and other financing, supply-chain and manufacturing risks, and the possibility that anticipated benefits of the Business Combination are not realized. The filing is signed on behalf of Ares Acquisition Corporation II by Allyson Satin, Chief Operating Officer.