Firefly Aerospace (FLY) sees AeroEquity report 30.3% stake, Mitsui and Weiser exit group

Rhea-AI Filing Summary

Firefly Aerospace Inc. received an updated Schedule 13G/A from AeroEquity GP, LLC, Mitsui & Co., Ltd., and Marc Allen Weiser regarding ownership of its Common Stock. AeroEquity GP, LLC may be deemed to have voting and dispositive power over 50,805,752 shares of Common Stock (including shares issuable upon exercise of 100,320 warrants), representing 30.3% of the class, based on 167,404,645 shares outstanding as of August 6, 2026. Mitsui & Co., Ltd. reports 2,063,762 shares (about 1.2%), and Marc Allen Weiser may be deemed to have voting and dispositive power over 903,565 shares (about 0.5%). The filing also states that, following an underwritten offering and releases under a Director Nomination Agreement, Mitsui & Co., Ltd. and Marc Allen Weiser are no longer part of a Section 13(d)/(g) group with the AeroEquity-related holders and this amendment constitutes an exit report for those two reporting persons.

Key Figures

AeroEquity beneficial stake: 50,805,752 shares AeroEquity ownership percentage: 30.3% Mitsui holdings: 2,063,762 shares +4 more

7 metrics

AeroEquity beneficial stake 50,805,752 shares Aggregate Common Stock AeroEquity may be deemed to control including 100,320 warrant shares

AeroEquity ownership percentage 30.3% Percentage of Firefly Aerospace Common Stock based on 167,404,645 shares outstanding

Mitsui holdings 2,063,762 shares Common Stock directly held by Mitsui & Co., Ltd.

Mitsui ownership percentage 1.2% Percentage of Firefly Aerospace Common Stock reported by Mitsui & Co., Ltd.

Weiser-related holdings 903,565 shares Aggregate Common Stock over which Marc Allen Weiser may be deemed to have power

Shares outstanding baseline 167,404,645 shares Common Stock outstanding as of August 6, 2026, used for ownership calculations

Warrants held by AE Holders 100,320 warrants Warrants directly held by Glow Holdings Aggregator, LLC, exercisable into Common Stock

Key Terms

beneficially owned, Director Nomination Agreement, underwritten offering, group for purposes of Section 13(d) or 13(g), +1 more

5 terms

beneficially owned financial

"Amount beneficially owned: See responses to Item 9 on each cover page."

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

Director Nomination Agreement regulatory

"As a result of the Director Nomination Agreement, dated as of August 6, 2025,"

underwritten offering financial

"following the completion of an underwritten offering of shares of the Common Stock by the AE Holders"

An underwritten offering is when a bank or group of banks agrees to buy all of a company's new shares or bonds and then resell them to outside investors, guaranteeing the company will raise a specific amount of money. It matters to investors because it adds certainty that the funding will close while increasing the number of shares or debt in the market, which can lower the price per share and change each existing owner's ownership percentage—think of a wholesaler buying an entire shipment from a maker before it reaches stores.

group for purposes of Section 13(d) or 13(g) regulatory

"previously may have been deemed to constitute a group for purposes of Section 13(d) or 13(g)"

Schedule 13G regulatory

"initial 13G filed on November 14, 2025."

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

FAQ

What ownership stake does AeroEquity GP, LLC report in Firefly Aerospace Inc. (FLY)?

AeroEquity GP, LLC may be deemed to have voting and dispositive power over 50,805,752 shares of Firefly Aerospace Common Stock, including 100,320 shares issuable upon warrant exercise, representing about 30.3% of the outstanding Common Stock.

How many Firefly Aerospace (FLY) shares does Mitsui & Co., Ltd. report holding?

Mitsui & Co., Ltd. reports beneficial ownership of 2,063,762 shares of Firefly Aerospace Common Stock, representing approximately 1.2% of the class, based on 167,404,645 shares outstanding as of August 6, 2026.

What is Marc Allen Weiser’s reported ownership in Firefly Aerospace (FLY)?

Marc Allen Weiser may be deemed to have voting and dispositive power over 903,565 shares of Firefly Aerospace Common Stock, held through various entities, representing about 0.5% of the outstanding Common Stock as referenced in the filing.

Why is this Schedule 13G/A an exit report for Mitsui & Co., Ltd. and Marc Allen Weiser regarding FLY?

The filing explains that, after an underwritten offering and releases under a Director Nomination Agreement, Mitsui & Co., Ltd. and Marc Allen Weiser may no longer be deemed part of a Section 13(d)/(g) group, so this amendment constitutes an exit report for those two reporting persons.

What change occurred to the reporting group related to Firefly Aerospace (FLY)?

Parties to a prior Director Nomination Agreement, including the AeroEquity-related holders, Mitsui & Co., Ltd., and Marc Allen Weiser, are no longer all considered a Section 13(d)/(g) group; future ownership reports will be filed, if required, on an individual basis.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/14/2026 - 04:43 PM Accepted by SEC EDGAR 08/14/2026 - 04:40 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 2)

Firefly Aerospace Inc.

(Name of Issuer)

Common Stock, par value $0.0001

(Title of Class of Securities)

31816X106

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 31816X106

1

Names of Reporting Persons

AeroEquity GP, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 50,805,752.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 50,805,752.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

50,805,752.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

30.3 %

12

Type of Reporting Person (See Instructions)

OO

Comment for Type of Reporting Person: Represents 50,705,432 shares of Common Stock, par value $0.0001 per share, of the Issuer ("Common Stock"), and 100,320 shares of Common Stock issuable upon exercise of warrants. Calculated based on 167,404,645 shares of Common Stock outstanding as of August 6, 2026, as reported on the Issuer's Quarterly Report on Form 10-Q filed on August 11, 2026, (the "Form 10-Q") with the SEC, as increased by 100,320 shares of Common Stock issuable upon exercise of warrants.

SCHEDULE 13G

CUSIP Number(s): 31816X106

1

Names of Reporting Persons

Mitsui & Co., LTD.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

JAPAN

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 2,063,762.00
7	Sole Dispositive Power 2,063,762.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,063,762.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

1.2 %

12

Type of Reporting Person (See Instructions)

CO

Comment for Type of Reporting Person: Calculated based on 167,404,645 shares of Common Stock outstanding as of August 6, 2026, as reported on the Issuer's Form 10-Q filed with the SEC.

SCHEDULE 13G

CUSIP Number(s): 31816X106

1

Names of Reporting Persons

Marc Allen Weiser

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 903,565.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 903,565.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

903,565.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0.5 %

12

Type of Reporting Person (See Instructions)

IN

Comment for Type of Reporting Person: Calculated based on 167,404,645 shares of Common Stock outstanding as of August 6, 2026, as reported on the Issuer's Form 10-Q filed with the SEC.

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Firefly Aerospace Inc.
(b)	Address of issuer's principal executive offices: 2203 SCOTTSDALE DRIVE, LEANDER, TX, 78641
Item 2.
(a)	Name of person filing: This statement is filed by the entities and persons listed below, all of whom together are referred to herein as the "Reporting Persons": (i) AeroEquity GP, LLC (ii) Mitsui & Co., LTD. (iii) Marc Allen Weiser
(b)	Address or principal business office or, if none, residence: AeroEquity GP, LLC: 6700 Broken Sound Pkwy NW, Boca Raton, FL 33487 Mitsui & Co., LTD.: 2-1, OTEMACHI 1-CHOME, CHIYODA-KU, TOKYO, Japan, 100-8631 Marc Allen Weiser: 320 N. Main St, Suite 400, Ann Arbor, MI 48104
(c)	Citizenship: See response to Item 4 on each cover page.
(d)	Title of class of securities: Common Stock, par value $0.0001
(e)	CUSIP No.: 31816X106
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: See responses to Item 9 on each cover page.
(b)	Percent of class: See responses to Item 11 on each cover page.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: See responses to Item 5 on each cover page.
	(ii) Shared power to vote or to direct the vote: See responses to Item 6 on each cover page.
	(iii) Sole power to dispose or to direct the disposition of: See responses to Item 7 on each cover page.
	(iv) Shared power to dispose or to direct the disposition of: See responses to Item 8 on each cover page. The reported securities are directly held as follows: 33,016,575 shares of Common Stock are directly held by Glow NS Holdings, LLC; 17,688,857 shares of Common Stock and 100,320 warrants are directly held by Glow Holdings Aggregator, LLC (together with Glow NS Holdings, LLC, the "AE Holders"); 2,063,762 shares of Common Stock are directly held by Mitsui & Co., LTD.; 151,970 shares of Common Stock are directly held by BGW Ventures IV, LP; 101,326 shares of Common Stock are directly held by RPM Ventures IV, L.P.; 227,197 shares of Common Stock are directly held by WFI Equity, LLC; 418,017 shares of Common Stock are directly held by WFI Venture Capital LLC; and 5,055 shares of Common Stock are directly held by BFI Equity LLC (together with BGW Ventures IV, LP, RPM Ventures IV, L.P., WFI Equity, LLC and WFI Venture Capital LLC, the "Weiser Holders"). AeroEquity GP, LLC is the ultimate General Partner of each of the AE Holders and therefore may be deemed to have voting and dispositive power over 50,705,432 shares of Common Stock and 100,320 shares of Common Stock issuable upon exercise of 100,320 warrants, representing 50,805,752 aggregate shares of Common Stock directly held by the AE Holders in the aggregate. Mitsui & Co., LTD. directly holds and therefore has voting and dispositive power over 2,063,762 shares of Common Stock. Marc Allen Weiser is the Managing Member of the Weiser Holders, and, therefore, Mr. Weiser may be deemed to have voting and dispositive power over the 903,565 aggregate shares of Common Stock directly held by such entities in the aggregate. As a result of the Director Nomination Agreement (the "Director Nomination Agreement"), dated as of August 6, 2025, by and among the Issuer and each of the Reporting Persons (a copy of which is filed as Exhibit 10.15 to the Issuer's Annual Report on Form 10-K filed with the SEC on March 20, 2026), the AE Reporting Persons, Thomas Markusic, Mitsui & Co., LTD. and Marc Allen Weiser previously may have been deemed to constitute a group for purposes of Section 13(d) or 13(g) of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). On June 1, 2026, following the completion of an underwritten offering of shares of the Common Stock by the AE Holders (the "Offering") and pursuant to the terms of the Director Nomination Agreement, each of Thomas Markusic, Mitsui & Co., LTD. and Marc Allen Weiser were released from their obligations under the Director Nomination Agreement and, therefore, no longer may be deemed to constitute a group for purposes of Section 13(d) or Section 13(g) of the Exchange Act. Accordingly, each of Mitsui & Co., LTD. and Marc Allen Weiser no longer has any reporting obligations with respect to Section 13(d) or 13(g) of the Exchange Act, and this amendment to Schedule 13G constitutes an exit report for each of these Reporting Persons. Notwithstanding the foregoing, nothing in this filing shall be deemed an admission of membership in any such group or of ownership of the reported securities for purposes of Section 13(d) or Section 13(g) of the Exchange Act.
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Notice of dissolution of a group may be furnished as an exhibit stating the date of the dissolution and that all further filings with respect to transactions in the security reported on will be filed, if required, by members of the group, in their individual capacity. See Item 5. Each of the AE Holders, Thomas Markusic, Mitsui & Co., LTD. and Marc Allen Weiser was party to the Director Nomination Agreement. Following the completion of the Offering and pursuant to the terms of the Director Nomination Agreement, each of Thomas Markusic, Mitsui & Co., LTD. and Marc Allen Weiser are no longer party to the Director Nomination Agreement and, therefore, may no longer be deemed to constitute a group with the AE Reporting Persons for purposes of Section 13(d) or 13(g) of the Exchange Act. Any further filings with respect to ownership of shares of Common Stock will be filed, if required, by the Reporting Persons in their individual capacity. Notwithstanding the foregoing, nothing in this filing shall be deemed an admission of membership in any such group or of ownership for purposes of Section 13(d) or Section 13(g) of the Exchange Act.

Item 10.	Certifications:
	Not Applicable

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

AeroEquity GP, LLC

Signature:	/s/ Kirk Konert
Name/Title:	Kirk Konert / Authorized Signatory
Date:	08/14/2026

Mitsui & Co., LTD.

Signature:	/s/ Yuichi Nagata
Name/Title:	Yuichi Nagata / General Manager, Aerospace Business Div.
Date:	08/14/2026

Marc Allen Weiser

Signature:	/s/ Marc Allen Weiser
Name/Title:	Marc Allen Weiser
Date:	08/14/2026

Exhibit Information

Exhibit A Joint Filing Agreement, dated as of November 14, 2025 incorporated into this Schedule 13G by reference to Exhibit A of the initial 13G filed on November 14, 2025.