Key facts
- This page summarizes James D. Reed's Form 4 filing for Kodiak Al, Inc. (AACT).
- 2 reported transactions and 2 derivative rows are listed below.
- Accepted by SEC: 24 Sep 2025, 21:53.
James D. Reed - 24 Sep 2025 Form 4 Insider Report for Kodiak Al, Inc. (AACT)
- Reporting relationship
- Director
- Issuer ticker
- AACT
- Reported as of
- 24 Sep 2025
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 24 Sep 2025, 21:53:43 UTC
- Prior SEC filing
- 13 Feb 2023
- Next SEC filing
- 16 Jun 2026
- Source filing
- View source filing
- Reporting owner signature
- /s/ Bobby Brown, by power of attorney
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
James D. Reed filed Form 4 for Kodiak Al, Inc. (AACT) on 24 Sep 2025.
Change
- Previous filing in this sequence was filed on 13 Feb 2023.
- Current net transaction value: $0.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reporting Owners (1)
CIK 0001688869
Primary reporting owner
Reed James D
- Relationship
- Director
- Address
- C/O KODIAK AI, INC., 1049 TERRA BELLA AVENUE, MOUNTAIN VIEW
- Signature
- /s/ Bobby Brown, by power of attorney
- Signature date
- 24 Sep 2025
This filing has been restated.
Open the amended filing.
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
KDK
transaction
Derivative
Stock Option (Right to buy)
Award
- Transaction value
- Shares
- +1,237,166
- Change %
- Price
- Shares after
- 1,237,166
- Date
- 24 Sep 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 1,237,166
- Exercise price
- $0.6794
- Footnotes
- F1, F2, F3
KDK
transaction
Derivative
Restricted Stock Units
Award
- Transaction value
- $0
- Shares
- +1,237,166
- Change %
- Price
- $0.000000
- Shares after
- 1,237,166
- Date
- 24 Sep 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 1,237,166
- Exercise price
- Footnotes
- F4, F5
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 5 footnotes
Footnote F1
Consists of securities acquired in connection with the transactions consummated on September 24, 2025 pursuant to that certain Business Combination Agreement, dated April 14, 2025 (the "Business Combination Agreement"), by and among Kodiak AI, Inc. (f/k/a Ares Acquisition Corporation II) (the "Issuer"), AAC II Merger Sub, Inc., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Kodiak Robotics, Inc. ("Legacy Kodiak"), pursuant to which Merger Sub merged with and into Legacy Kodiak, with Legacy Kodiak as the surviving company and continuing as a wholly owned subsidiary of the Issuer (the "Business Combination").
Footnote F2
824,209 of the shares subject to the option were deemed vested as of February 2, 2024, and 1/48th of the remaining 412,957 shares subject to the option vest each month thereafter, subject to the Reporting Person continuing as a service provider through each such date.
Footnote F3
In connection with the closing of the Business Combination, each share of Legacy Kodiak common stock ("Legacy Kodiak Common Stock"), issued and outstanding immediately prior to the effective time of the merger was, pursuant to the Business Combination Agreement, canceled and converted into the right to receive a number of shares of Common Stock of the Issuer (the ratio of such conversion, the "Common Stock Exchange Ratio"). Each outstanding option to purchase shares of Legacy Kodiak Common Stock, whether vested or unvested, was exchanged for a comparable option to purchase that number of shares of Common Stock of the Issuer based on the Common Stock Exchange Ratio. The exercise price for each such option was also accordingly adjusted based on the Common Stock Exchange Ratio.
Footnote F4
These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock.
Footnote F5
The RSUs are subject to both (1) a performance-based vesting condition which will be satisfied as to 1/3rd of the RSUs if the Issuer's Common Stock achieves a price per share, for any period of 20 trading days out of 30 consecutive trading days occurring prior to the earlier of (i) September 24, 2029, or (ii) a change of control, that equals or exceeds the following thresholds, respectively: $18.00, $23.00 and $28.00 and (2) a service-based vesting condition, satisfied on substantially the same terms as the option vesting schedule described in footnote (2) above.