Kodiak AI, Inc.

Amendment of Second Lien Credit Facility

The information set forth below is included for the purpose of providing disclosure under “Item 1.01 - Entry into a Material Definitive Agreement” of Form 8-K.

On November 4, 2026, we entered into a Fourth Amendment to the Second Lien Loan and Security Agreement to extend the contractual maturity date from October 1, 2026 to June 1, 2027, modify the mandatory prepayment provisions and conversion mechanics, and make conforming changes to align certain provisions with the 2025 Credit Facility. The foregoing description of the Fourth Amendment to the Second Lien Loan and Security Agreement is qualified in its entirety by the terms of such agreement, which is filed hereto as Exhibit 10.1 and incorporated herein by reference.

Rule 10b5-1 Trading Plans

During the quarter ended September 30, 2026, the following officer, as defined in Rule 16a-1(f), terminated andadopted a “Rule 10b5-1 trading arrangement” or a “non-Rule 10b5-1 trading arrangement,” each as defined in Regulation S-K Item 408:

On September 10, 2026, Surajit Datta, our Chief Financial Officer, terminated the Rule 10b5-1 trading arrangement providing for the sale from time to time of up to 100,000 shares of our common stock previously disclosed in the Company's Quarterly Report on Form 10-Q for the quarter ended June 30, 2026. The trading arrangement was adopted on June 12, 2026 and was intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). The material terms of the trading arrangement were previously disclosed in the Company's Quarterly Report on Form 10-Q for the quarter ended June 30, 2026 and are incorporated herein by reference. The trading plan was terminated in connection with the cancellation of Mr. Datta's outstanding option awards in exchange for a grant of restricted stock units. No shares were sold pursuant to the trading arrangement prior to its termination.

Following such termination, on September 11, 2026, Mr. Datta adopted a Rule 10b5-1 trading arrangement providing for the sale from time to time of up to 98,181 shares of our common stock. The trading arrangement is intended to satisfy the affirmative defense in Rule 10b5-1(c). The duration of the trading arrangement is until December 15, 2027, or earlier if all transactions under the trading arrangement are completed.

During the quarter ended September 30, 2026, no other directors or officers, as defined in Rule 16a-1(f), adopted orterminated a “Rule 10b5-1 trading arrangement” or a “non-Rule 10b5-1 trading arrangement,” each as defined in Regulation S-K Item 408.