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[Form 4] Kodiak AI, Inc. Insider Trading Activity

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

TOBIN SCOTT R reported acquisition or exercise transactions in this Form 4 filing.

Kodiak AI, Inc. director Scott R. Tobin reported a grant of 31,758 restricted stock units (RSUs) of Common Stock. The award was made on June 12, 2026 at a stated price of $0.00 per share, reflecting a stock-based compensation grant rather than a market purchase.

Each RSU represents a contingent right to receive one share of Common Stock and will vest on the earlier of the twelve‑month anniversary of June 12, 2026 or the day before the next annual stockholder meeting, subject to Mr. Tobin continuing as a service provider through that date. After this award, he directly holds 31,758 shares.

The filing also lists large indirect holdings of Common Stock held by Battery Ventures XII, L.P. and Battery Investment Partners XII, LLC, entities associated with Battery Partners XII, LLC, where Mr. Tobin is a managing member. He may be deemed to share voting and dispositive power over these securities but expressly disclaims beneficial ownership beyond his pecuniary interest.

Positive

  • None.

Negative

  • None.
Insider TOBIN SCOTT R
Role null
Type Security Shares Price Value
Grant/Award Common Stock 31,758 $0.00 --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 31,758 shares (Direct, null); Common Stock — 11,140,899 shares (Indirect, By Battery Ventures XII, L.P.)
Footnotes (1)
  1. These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock. The RSUs shall vest on the earlier of the twelve-month anniversary of June 12, 2026 or the day before the next annual stockholder meeting, subject to the Reporting Person continuing to be a Service Provider through such date. Securities are held by Battery Ventures XII, L.P. ("BV XII"). Battery Partners XII, LLC ("BP XII") is the general partner of BV XII. The Reporting Person is a managing member of BP XII and may be deemed to share voting and dispositive power over these securities. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 for any other purpose. Securities are held by Battery Investment Partners XII, LLC ("BIP XII"). BP XII is the managing member of BIP XII. The Reporting Person is a managing member of BP XII and may be deemed to share voting and dispositive power over these securities. The Reporting Person disclaims beneficial ownership of the securities except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 of for any other purpose.
RSU grant size 31,758 RSUs Award of restricted stock units on June 12, 2026
Grant price per share $0.00 per share Stated price for RSU award
Direct holdings after award 31,758 shares Total Kodiak AI Common Stock held directly by Tobin
Indirect BV XII holdings 11,140,899 shares Common Stock held by Battery Ventures XII, L.P.
Indirect BIP XII holdings 215,770 shares Common Stock held by Battery Investment Partners XII, LLC
restricted stock units ("RSUs") financial
"These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock."
Restricted stock units (RSUs) are a company promise to give an employee shares of stock (or cash equivalent) in the future, but only after certain conditions—usually staying with the company for a set time or hitting performance goals—are met. Investors watch RSUs because when they vest they increase the number of shares outstanding and can lead insiders to sell shares, affecting share price, company dilution and the true cost of employee pay.
Service Provider financial
"subject to the Reporting Person continuing to be a Service Provider through such date."
disclaims beneficial ownership financial
"The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein"
pecuniary interest financial
"disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein"
Section 16 regulatory
"shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16"
Section 16 is a U.S. securities law rule that governs the trading and disclosure obligations of company insiders — typically officers, directors and large shareholders — to promote transparency and deter unfair profit-taking. It requires insiders to publicly report their stock trades and allows companies or the issuer to reclaim quick, short-term profits from certain insider trades, like a scoreboard and a refund policy that help investors see and limit possible insider advantage.
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SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
TOBIN SCOTT R

(Last)(First)(Middle)
C/O KODIAK AI, INC.
1049 TERRA BELLA AVENUE

(Street)
MOUNTAIN VIEW CALIFORNIA 94043

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Kodiak AI, Inc. [ KDK ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/12/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock06/12/2026A31,758(1)A$031,758D
Common Stock11,140,899IBy Battery Ventures XII, L.P.(2)
Common Stock215,770IBy Battery Investment Partners XII, LLC((3)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock. The RSUs shall vest on the earlier of the twelve-month anniversary of June 12, 2026 or the day before the next annual stockholder meeting, subject to the Reporting Person continuing to be a Service Provider through such date.
2. Securities are held by Battery Ventures XII, L.P. ("BV XII"). Battery Partners XII, LLC ("BP XII") is the general partner of BV XII. The Reporting Person is a managing member of BP XII and may be deemed to share voting and dispositive power over these securities. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 for any other purpose.
3. Securities are held by Battery Investment Partners XII, LLC ("BIP XII"). BP XII is the managing member of BIP XII. The Reporting Person is a managing member of BP XII and may be deemed to share voting and dispositive power over these securities. The Reporting Person disclaims beneficial ownership of the securities except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 of for any other purpose.
Remarks:
Exhibit 24 - Power of Attorney
/s/ Bobby Brown, by power of attorney06/16/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)