---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-093527"
form_type: "8-K"
ticker: "KDK"
cik: "0001853138"
company_name: "Kodiak AI, Inc."
filed_at: "2025-04-24T23:59:59+00:00"
generated_at: "2026-05-23T07:18:12.660979+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Ares Acquisition Corp II extends deadline to Jan 2026; Sponsor converts shares, $7.1M redeemed

## Summary
- Shareholders approved extension of business combination deadline from Apr 25, 2025 to Jan 26, 2026.
- Sponsor converted 12.5M Class B shares into Class A shares, issued under Section 3(a)(9) exemption.
- Holders of 640,288 Class A shares redeemed at ~$11.16 each, removing ~$7.1M from trust; trust now ~$551M.
- Sponsor will make monthly deposits of $0.02 per outstanding Class A share (excl. converted shares) into trust starting Apr 25, 2025.
- Vote: 50,520,332 for, 71,190 against, 794 abstentions on extension proposal.

## SEC filing metadata
- accession: 0001193125-25-093527
- form_type: 8-K
- ticker: KDK
- cik: 0001853138
- company_name: Kodiak AI, Inc.
- filed_at: 2025-04-24T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.65
- confidence: high
- sec_items: 3.02, 5.03, 5.07, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1853138/000119312525093527/0001193125-25-093527-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1853138/000119312525093527/d896144d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-093527
- JSON: https://secwatch.observer/filing/0001193125-25-093527.json
- Plain text: https://secwatch.observer/filing/0001193125-25-093527.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.