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.
Ares Acquisition Corporation II reported that W. R. Berkley Corporation and its subsidiary Berkley Insurance Company beneficially hold 3,513,649 Class A ordinary shares, equal to 5.7% of the outstanding Class A shares. The interest is reported as shared voting and shared dispositive power rather than sole control, and the filers certify the position was acquired and is held in the ordinary course of business.
The filing identifies the security by CUSIP G33033104 and uses an outstanding share base of 61,859,712 Class A shares for the percentage calculation, making this a material passive disclosure triggering Schedule 13G reporting.
Ares Acquisition Corporation II (AACT) has entered into a material working capital loan agreement with its sponsor, Ares Acquisition Holdings II LP, for up to $2 million. The unsecured loan, dated June 23, 2025, will be used to finance transaction costs related to AACT's proposed business combination with Kodiak Robotics.
Key terms of the working capital loan:
- No interest on unpaid principal balance
- Matures upon earlier of business combination completion or last day to complete business combination
- Convertible into warrants of post-merger company at $1.00 per warrant
- Each warrant exercisable for one ordinary share at $11.50
The company has filed an S-4 registration statement (No. 333-287278) on May 14, 2025, regarding the proposed merger with Kodiak Robotics. If AACT fails to complete a business combination, the loan will only be repaid using funds available outside the trust account.