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AEVEX Corp., through its operating company AEVEX Holdings, LLC, entered into a new credit agreement tied to its initial public offering. The agreement provides up to $375.0 million in senior secured credit facilities, including a $100.0 million term loan, a $75.0 million delayed draw term loan, and a $200.0 million revolving credit facility.
At closing, the company borrowed $100.0 million under the term loan. The facilities mature on April 20, 2031, carry SOFR- or base-rate interest with leverage-based margins, and include letter-of-credit and swing line sublimits. Term and delayed draw loans amortize annually from 2.50% to 10.00% of principal, starting in 2026. The new agreement is secured by substantially all borrower and certain subsidiary assets and replaces a prior 2020 credit agreement, which was fully repaid and terminated.
AEVEX Corp. Chief Executive Officer Charles Roger Wells IV filed an amended Form 4 to correct previously reported holdings of Class A common stock. A prior Form 4 had stated he directly held 500 shares. The updated filing clarifies he does not hold any shares of Class A common stock.
AEVEX Corp. Chief Financial Officer buys shares on the open market. CFO Todd Booth purchased 13,000 shares of AEVEX Class A common stock in an open-market transaction at $20.00 per share on April 16, 2026. After this purchase, he directly owns 13,000 shares.
AEVEX Corp. officer Michael Andrew Jackson reported an open-market purchase of company stock. On April 16, he bought 650 shares of Class A common stock at $20.00 per share, bringing his directly held stake to 650 shares following the transaction.
AEVEX Corp. Chief Executive Officer Charles Roger Wells IV reported an open-market purchase of Class A common stock. On the transaction date, he bought 500 shares at $20.00 per share. Following this purchase, his directly owned stake shown in this filing totals 500 shares.
AEVEX Corp. director Brian Raduenz reported an open‑market purchase of 50,000 shares of Class A common stock at $20.00 per share. After this transaction, he directly holds 50,000 shares. A separate entry shows 958,876 shares held indirectly through Radz Capital AEVEX Holdings, Inc.
The footnote explains that Raduenz is president of Radz Capital AEVEX Holdings, Inc. and may be deemed to beneficially own shares held by that entity, but he disclaims beneficial ownership except to the extent of his pecuniary interest.
AEVEX Corp. officer Brett P. Hush purchased 10,000 shares of Class A common stock in an open-market transaction at $20.00 per share. Following this buy, he directly holds 10,000 shares, indicating this filing reflects an initial reported common stock position for him.
AEVEX Corp. completed its initial public offering of Class A common stock, issuing 16,000,000 firm shares plus 2,400,000 option shares at $20.00 per share. The underwriters fully exercised their 30‑day option, and the offering closed on April 20, 2026.
In connection with the IPO, AEVEX issued 63,297,524 shares of Class B common stock to ATS Investment Holdings, LLC in a private placement relying on Section 4(a)(2) and Rule 506. The company also appointed five new directors, adopted a 2026 omnibus incentive plan, entered indemnification agreements with directors and officers, and put amended and restated charter and bylaws into effect.
AEVEX Corp. is conducting an initial public offering of 16,000,000 shares of Class A common stock at an initial public offering price of $20.00 per share. The offering is structured as an Up-C and will result in AEVEX Corp. becoming a holding company whose principal asset will be LLC Units of Athena Technology Solutions Holdings, LLC ("Holdings LLC"). AEVEX Corp. expects net proceeds to AEVEX Corp. of approximately $300.8 million before expenses, which it will use to acquire newly issued LLC Units of Holdings LLC; Holdings LLC will apply proceeds to repay outstanding indebtedness and for general corporate purposes. The company will enter into a Tax Receivable Agreement requiring AEVEX Corp. to make cash payments to TRA Rights Holders; the prospectus states these payments "will be substantial and could materially affect our liquidity." The underwriters may purchase an additional 2,400,000 shares and have reserved up to 5% of the offering for a reserved share program. Preliminary ranges for the quarter ended March 31, 2026 include estimated revenue of $200.0M–$208.0M and estimated Adjusted EBITDA of $33.5M–$36.4M, compared to prior-period figures disclosed in the prospectus.
AEVEX Corp. filed a Form 3 identifying Matthew Klein as a director of the company. The filing’s data shows no reported equity transactions, derivative positions, or current holdings for Klein in this excerpt, indicating a purely informational initial ownership report without trading activity.