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8-K ·Filed Jul 2, 2026

KDK

Kodiak AI, Inc.
NEUTRAL
Impact 2/10
Horizonimmediate Processed3mo ago SEC0001628280-26-046850
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

Routine executive compensation adjustments — no immediate trading signal. Monitor next earnings release for any operational or financial updates.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
KDK ▼ -57.33% at T+60d
NEUTRAL call -57.33% · α vs SPY -60.90% · entry $5.32 → $2.27
Entry = T+0 close
Jul 2, 2026
via day close
T+1d
0.00%
call 0.00% · α -0.87%
$5.32
settled 4mo ago
T+5d
-2.63%
call -2.63% · α -3.56%
$5.18
settled 4mo ago
T+20d
-20.68%
call -20.68% · α -20.26%
$4.22
settled 3mo ago
T+60d
-57.33%
call -57.33% · α -60.90%
$2.27
settled 29d ago

Price Chart

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Executive Summary

Kodiak AI filed an 8-K disclosing routine compensation changes for its CEO, CFO, and COO, including base salary increases and RSU grants. The CFO's existing option was canceled and replaced with RSUs. The filing contains no financial results or material strategic updates.

Key Facts

  • CEO Don Burnette's base salary increased from $425,000 to $525,000; bonus opportunity increased from 80% to 100% of base salary.
  • CFO Surajit Datta's and COO Michael Wiesinger's base salaries each increased from $400,000 to $450,000.
  • Time-based RSU grants awarded: CEO $7,000,000, CFO $2,500,000, COO $2,500,000, vesting quarterly over four years with six-month cliff.
  • CFO's existing option to purchase 2,035,915 shares at $8.88 was canceled and replaced with 563,063 RSUs vesting over four years with one-year cliff.

Financial Impact

Compensation adjustments represent incremental annual cash expense of approximately $200,000 for base salary increases plus equity grants with aggregate intended value of $12,000,000.

Market Snapshot

Exchange
Nasdaq
Sector
Services-Computer Integrated Systems Design
Analyst Consensus
89% bullish (9 analysts)

Investment Themes

Software & IT

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-046850
Document: 0001628280-26-046850-index-headers.html0001628280-26-046850
Document: 0001628280-26-046850-index.html0001628280-26-046850
Document: 0001628280-26-046850.txt0001628280-26-046850
8 reports for KDK
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for KDK — sortable, filterable
TypeNow
Oct 15, 2026
12d ago
Press Release
NEUTRAL ★ 1/10
$1.59awaiting T+20—$1.12 (−29.41%)
Sep 21, 2026
5w ago
Press Release
BULLISH ★ 6/10
$3.27 $1.20▼ −63.30%▼ −62.40%$1.12 (−65.68%)
Jul 16, 2026
14w ago
Press Release
NEUTRAL ★ 2/10
$4.27 $4.10▼ −4.10%▼ −7.72%$1.12 (−73.71%)
Jul 2, 2026
16w ago
8-K
NEUTRAL ★ 2/10
$5.32 $4.22▼ −20.68%▼ −20.26%$1.12 (−78.90%)
Apr 20, 2026
27w ago
Press Release
NEUTRAL ★ 1/10
$9.79 $8.37▼ −14.50%▼ −19.42%$1.12 (−88.54%)
Mar 24, 2026
30w ago
Press Release
BULLISH ★ 7/10
$7.55 $8.88▲ +17.62%▲ +9.75%$1.12 (−85.13%)
Mar 17, 2026
32w ago
EFFECT
NEUTRAL ★ 4/10
$8.65 $8.93▲ +3.24%▼ −1.06%$1.12 (−87.02%)
Mar 10, 2026
32w ago
Press Release
MIXED ★ 6/10
$8.98 $7.79▼ −13.25%▼ −13.77%$1.12 (−87.50%)
Showing 8 of 8

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Report published Jul 2, 2026