KDK SEC Filing News — Kodiak AI, Inc.

Latest SEC filings for Kodiak AI, Inc. (KDK) explained in plain English. Covers insider buying and selling (Form 4), proposed insider sales (Form 144), material company events (8-K), and quarterly & annual reports (10-Q / 10-K). StrongBuyAnalytics provides navigation and brief excerpts or summaries; original filings remain at the SEC/source links and were authored by their filers, not StrongBuyAnalytics. Filing dates shown are source dates. Coverage and detection can be delayed or incomplete because of SEC availability, amendments, parsing, caching, or outages. Latest source filing date shown: 2026-09-30.

Kodiak AI, Inc. engages in the development of autonomous vehicle technology and related services. It offers Kodiak Driver, a virtual driver that combines advanced AI-powered software with modular and vehicle-agnostic hardware designed to help address its customers. The company also provides oversight and integration tools, including Kodiak OnTime, a proprietary suite of support services and tools designed to provide smooth integration with customer operations. In addition, it delivers freight th…
Sector: Technology Industry: Software - Infrastructure Market Cap: $240.7M CIK: 1853138
20
Total Filings
0
Bullish Classifications
1
Bearish Classifications
12
Insider Transactions
3
Material Events (8-K)
2
Periodic Reports
Rule-based classifications for KDK currently lean bearish. Of the 20 filing records displayed, 1 carry bearish classifications (such as insider sales or negative 8-K disclosures) versus 0 bullish. This does not necessarily signal fundamental deterioration — insiders sell for many reasons — but it is worth monitoring alongside the company's core financial metrics.
KDK Filing Activity Snapshot 2026-05-08 — 2026-09-30
Insider Transactions (Form 4)
0 buys vs 0 sells
Insider buying and selling activity is balanced in this period.
Largest Form 144 Filing
$9.04M
Andreas Wendel · 2026-09-25
3,250,000 shares · Form 144
Form 144 Notices
3
Proposed insider sales filed — Form 144 is a notice of intent, not a confirmed transaction. Actual sales are confirmed via Form 4.
Insider Transactions 12 · Forms 3, 4 and 5

A Form 4 is filed within two business days of a company insider — an officer, a director, or a holder of more than ten percent of the stock — changing their position in the shares. All 12 filings in this group are Form 4s for Kodiak AI, Inc.

The difficulty with reading these filings as a group is that a single form type covers transactions that mean entirely different things. An executive spending their own money to buy stock and an executive having shares withheld to pay tax on a vesting grant both appear as a Form 4. Every filing below is therefore tagged with the nature of the underlying transaction, taken from the transaction code reported on the form itself.

Across the 12 insider filings shown, the breakdown is 12 compensation award. None of the classified filings involved a discretionary open-market trade, so this period says nothing about what insiders think of the price.

What each transaction type means

Compensation award ×12
Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.
Form 4 Compensation award Tax / Compensation Filing 2026-07-02

KDK insider Form 4 filed for equity award, exercise, or tax withholding

Major Zsuzsanna (Chief People Officer) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 200,333 — —
Filing: Form 4 (Insider Transaction) Insider: Major Zsuzsanna (Chief People Officer) Shares: 200,333
Form 4 Compensation award Tax / Compensation Filing 2026-07-02

KDK insider Form 4 filed for equity award, exercise, or tax withholding

Coleman Jordan S. (Chief Legal and Policy Officer) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 292,153 — —
Filing: Form 4 (Insider Transaction) Insider: Coleman Jordan S. (Chief Legal and Policy Officer) Shares: 292,153
Form 4 Compensation award Tax / Compensation Filing 2026-07-02

KDK insider Form 4 filed for equity award, exercise, or tax withholding

Wiesinger Michael (Chief Operating Officer) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 417,362 — —
Filing: Form 4 (Insider Transaction) Insider: Wiesinger Michael (Chief Operating Officer) Shares: 417,362
Form 4 Compensation award Tax / Compensation Filing 2026-07-02

KDK insider Form 4 filed for equity award, exercise, or tax withholding

Datta Surajit (Chief Financial Officer) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 563,063 — —
A Compensation award 417,362 — —
D Disposition to issuer derivative · Stock Option (Right to buy) 2,035,915 — —
Filing: Form 4 (Insider Transaction) Insider: Datta Surajit (Chief Financial Officer) Shares: 980,425
Form 4 Compensation award Tax / Compensation Filing 2026-07-02

KDK insider Form 4 filed for equity award, exercise, or tax withholding

Wendel Andreas (Chief Technology Officer) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 434,056 — —
Filing: Form 4 (Insider Transaction) Insider: Wendel Andreas (Chief Technology Officer) Shares: 434,056
Form 4 Compensation award Tax / Compensation Filing 2026-07-02

KDK insider Form 4 filed for equity award, exercise, or tax withholding

Burnette Donald L. (Director, Chief Executive Officer, 10% Owner) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 1,168,614 — —
Filing: Form 4 (Insider Transaction) Insider: Burnette Donald L. (Director, Chief Executive Officer, 10% Owner) Shares: 1,168,614
Form 4 Compensation award Tax / Compensation Filing 2026-06-16

KDK insider Form 4 filed for equity award, exercise, or tax withholding

TOBIN SCOTT R (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 31,758 — —
Filing: Form 4 (Insider Transaction) Insider: TOBIN SCOTT R (Director) Shares: 31,758
Form 4 Compensation award Tax / Compensation Filing 2026-06-16

KDK insider Form 4 filed for equity award, exercise, or tax withholding

Sverchek Kristin (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 31,758 — —
Filing: Form 4 (Insider Transaction) Insider: Sverchek Kristin (Director) Shares: 31,758
Form 4 Compensation award Tax / Compensation Filing 2026-06-16

KDK insider Form 4 filed for equity award, exercise, or tax withholding

Reed James D (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 31,758 — —
Filing: Form 4 (Insider Transaction) Insider: Reed James D (Director) Shares: 31,758
Form 4 Compensation award Tax / Compensation Filing 2026-06-16

KDK insider Form 4 filed for equity award, exercise, or tax withholding

GOLDMAN KENNETH A (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 31,758 — —
Filing: Form 4 (Insider Transaction) Insider: GOLDMAN KENNETH A (Director) Shares: 31,758
Form 4 Compensation award Tax / Compensation Filing 2026-06-16

KDK insider Form 4 filed for equity award, exercise, or tax withholding

Elshenawy Mohamed (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 31,758 — —
Filing: Form 4 (Insider Transaction) Insider: Elshenawy Mohamed (Director) Shares: 31,758
Form 4 Compensation award Tax / Compensation Filing 2026-05-11

KDK insider Form 4 filed for equity award, exercise, or tax withholding

AAC II Holdings II LP (10% Owner) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 769,230 — —
A Compensation award derivative · Warrant (Right to Buy) 769,230 — —
Filing: Form 4 (Insider Transaction) Insider: AAC II Holdings II LP (10% Owner) Shares: 769,230
Proposed Insider Sales 3 · Form 144

A Form 144 is a notice of intent to sell restricted or control securities. It is not a record that anything was sold. Kodiak AI, Inc. has 3 such notices in this period.

The distinction matters because a Form 144 is frequently reported as though it were a completed insider sale. The filer may sell all of the shares covered, some of them, or none at all, and there is no obligation to update the notice either way. A sale that is actually executed by an officer or director shows up separately on a Form 4, which is the filing to check before treating a proposed sale as a real one.

Form 144 Proposed Insider Sale 2026-09-30

KDK Form 144 filed for proposed insider sale by Wendel Andreas (760 shares) ~$1.6K

Wendel Andreas filed a Form 144 with the SEC indicating intent to sell KDK (Kodiak AI, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: Wendel Andreas Shares: 760 Est. Value: $1.6K
Form 144 Proposed Insider Sale 2026-09-29

KDK Form 144 filed for proposed insider sale by Wendel Andreas (164,707 shares) ~$350.4K

Wendel Andreas filed a Form 144 with the SEC indicating intent to sell KDK (Kodiak AI, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: Wendel Andreas Shares: 164,707 Est. Value: $350.4K
Form 144 Large Proposed Insider Sale 2026-09-25

KDK Form 144 filed for proposed insider sale by Andreas Wendel (3,250,000 shares) ~$9.04M

Andreas Wendel filed a Form 144 with the SEC indicating intent to sell KDK (Kodiak AI, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4. The proposed dollar value is large enough to merit attention.

Filing: Form 144 (Proposed Sale Notice) Insider: Andreas Wendel Shares: 3,250,000 Est. Value: $9.04M
Material Events 3 · Form 8-K

An 8-K reports a material event in the window between scheduled reports. There are 3 in this period for Kodiak AI, Inc. Each 8-K names the item number it is filed under, and that number is the fastest way to tell a routine disclosure from a consequential one.

Item 2.02 is an earnings release, Item 5.02 is a change of directors or officers, and Item 1.01 or 2.01 covers a material agreement or a completed acquisition. Item 7.01 and Item 8.01 are the general-purpose disclosure items and carry no fixed meaning on their own.

Form 8-K Material Company Update 2026-08-06

KDK filed 8-K — material company event

Kodiak AI, Inc. filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
Form 8-K Material Company Update 2026-07-02

KDK filed 8-K — material company event

Kodiak AI, Inc. filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
Form 8-K Material Company Update 2026-06-15

KDK filed 8-K — material company event

Kodiak AI, Inc. filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
Periodic Reports 2 · Forms 10-K and 10-Q

The periodic reports are where the audited and reviewed financial statements live. This period contains 2 quarterly reports (10-Q) for Kodiak AI, Inc.

The two are not equivalent in weight. A 10-K is audited by an external firm and includes the full risk factor disclosure, business description and management discussion; a 10-Q is unaudited, reviewed rather than examined, and much shorter. When a figure in a quarterly report is later revised, the annual report is usually where the correction appears.

An amended report — 10-K/A or 10-Q/A — restates or corrects something in the original filing, and is worth reading against the version it replaces.

Form 10-Q Quarterly Report 2026-08-07

KDK filed Quarterly Report (10-Q)

Kodiak AI, Inc. filed its quarterly report with the SEC. This report includes unaudited financial statements and management discussion for the quarter.

Filing: 10-Q (Quarterly Report)
Form 10-Q Quarterly Report 2026-05-08

KDK filed Quarterly Report (10-Q)

Kodiak AI, Inc. filed its quarterly report with the SEC. This report includes unaudited financial statements and management discussion for the quarter.

Filing: 10-Q (Quarterly Report)

How we classify Kodiak AI, Inc.'s filings

Straight from EDGAR

Each displayed record links to an original source document. StrongBuyAnalytics provides navigation and brief excerpts or summaries, not the filing itself. Parsing may omit context or contain errors, so read the original document in full.

Transaction codes, not guesswork

The nature shown on each insider filing comes from the transaction code the filer entered on the form itself — P for an open-market purchase, A for a compensation award, F for shares withheld to pay tax, M for an option exercise. Where one filing contains several codes, the transaction table lists them line by line.

Why the distinction matters

Insider activity is routinely summarised as buying or selling, which flattens together decisions that mean very different things. Shares withheld for tax on a vesting grant are an automatic administrative step; shares bought on the open market are someone committing their own money at the current price.

What this page does not tell you

A filing records what happened, not why. Form 4 does not always disclose whether a sale was executed under a pre-arranged Rule 10b5-1 plan, and no single filing is a basis for a decision on KDK. Read these alongside the fundamentals rather than in isolation.

Frequently Asked Questions — KDK SEC Filings

More Tools for KDK

Want deeper KDK analysis?

View valuation, growth metrics, the rule-based stock-page score, demand zones, peer comparison, and more — all on the KDK stock analysis page.

KDK Full Analysis
Publisher, sources & limitations — September 15, 2026. StrongBuyAnalytics provides navigation and brief excerpts or summaries for educational use. Original filings remain at SEC EDGAR or other displayed source links; StrongBuyAnalytics does not author them. Filing dates are source dates, not publication dates for this page. Coverage can be delayed, incomplete, amended, or unavailable because of SEC/source availability, parsing, caching, or outages. Verify every material statement in the original filing.
Data Sources · Methodology · AI Disclosure · Corrections Policy · Disclaimer