TOBIN SCOTT R 4

What Happened

• Scott R. Tobin, a director of Kodiak AI, was granted 31,758 restricted stock units (RSUs) on June 12, 2026. The RSUs were awarded at $0.00 per unit (reported acquisition value $0) and each RSU represents a contingent right to one share of Kodiak AI common stock. The RSUs vest on the earlier of the 12‑month anniversary of June 12, 2026, or the day before the next annual stockholder meeting, subject to continued service.

Key Details

• Transaction date: 2026-06-12; Form 4 filed: 2026-06-16.
• Award: 31,758 RSUs granted at $0.00 each (reported acquisition value $0).
• Vesting: Earlier of 12 months after June 12, 2026 or the day before the next annual meeting, subject to continued service (see footnote F1).
• Post-transaction share count: Not specified in the provided excerpt.
• Other footnotes: F2 and F3 disclose securities held by Battery Ventures-related entities where the reporting person is a managing member and disclaims beneficial ownership except for any pecuniary interest; Exhibit 24 (Power of Attorney) included.
• Timeliness: Form filed 4 days after the transaction (6/16 for 6/12). Whether this meets the SEC’s two-business-day filing requirement depends on calendar specifics and isn’t flagged in the provided data.

Context

• RSUs are compensation awards that convert into shares upon vesting; they are not immediate open‑market purchases or sales, so they’re typically viewed as executive compensation rather than a direct bullish or bearish trading signal.
• Footnotes F2/F3 indicate institutional holdings managed by Battery Ventures entities; those securities are reported in the filing but the reporting person disclaims beneficial ownership except to the extent of any pecuniary interest.