Redwire Corporation SEC Filings

Amendment No. 3 to a Schedule 13G was filed jointly by Genesis Park II LP and Genesis Park II GP LLC reporting beneficial ownership in Redwire Corporation common stock. The Reporting Persons state they beneficially own 5,202,499 shares, which represents 3.6% of the outstanding common stock based on 144,039,944 shares outstanding as of August 4, 2025. The reported position reflects no sole voting or dispositive power and shared voting and dispositive power over the 5,202,499 shares.

The Amendment states the Reporting Persons have ceased to be beneficial owners of more than five percent of the class and that this filing is the final amendment, constituting an exit filing. The security is Redwire common stock, par value $0.0001, CUSIP 75776W103.

Redwire Corp insider purchase by EVP/GC/Secretary. Aaron Michael Futch acquired 3,200 shares of Redwire common stock on 08/11/2025 at a reported price of $9.10 per share. Following the transaction, the reporting person beneficially owned 66,195 shares in total, with a footnote stating that 580 of the shares were acquired through Redwire's employee stock purchase plan.

The filing is a Form 4 reporting a non-derivative purchase (transaction code P) and reflects direct beneficial ownership after the purchase.

Redwire Corporation (NYSE: RDW) filed an automatic shelf registration statement on Form S-3 as a well-known seasoned issuer (WKSI). The filing enables the company to issue, at any time and in multiple tranches, an unspecified amount of common stock, preferred stock, warrants, subscription rights and units on either a primary or secondary basis. No pricing, share count or aggregate dollar ceiling is disclosed; specific terms will be set by future prospectus supplements.

The shelf provides maximum financing flexibility: securities may be sold directly, through agents, “at-the-market” programs or underwritten offerings. Net proceeds, if and when raised, are earmarked for general corporate purposes—including debt repayment, working capital, cap-ex and acquisitions—at management’s discretion. The prospectus lists standard forward-looking statement language and directs investors to existing SEC filings for detailed risk factors.

Key context for investors: (1) RDW’s last closing price was $13.70 on 6-Aug-2025; (2) the company’s “heritage plus innovation” strategy targets aerospace, defense and uncrewed systems markets; (3) future issuances could be dilutive, yet offer a lower-cost capital source compared with non-equity financing. Overall, the filing signals RDW’s intent to keep capital markets access open ahead of potential growth initiatives or opportunistic financing needs.

Redwire Corporation (NYSE: RDW) has filed a Form S-3 shelf registration covering up to 117,677,386 common shares and 2,000,000 private-placement warrants that are owned by current investors. The shares break down as: (i) 2.0 MM shares issuable from $11.50 warrants held by AE Red Holdings, (ii) 65.5 MM shares issuable on conversion of Series A preferred stock (assumes all dividends paid in-kind through 2029 at a $3.05 conversion price), (iii) 50.1 MM shares issued to Edge Autonomy’s seller at the June 2025 closing of that acquisition, and (iv) 0.1 MM shares tied to director RSUs and merger hold-backs.

With 144.0 MM shares currently outstanding, full conversion and warrant exercise would expand the public float by roughly 82 %. The company will receive no proceeds from secondary sales, but would collect about $23 MM if all warrants are exercised before their 9-2-2026 expiration. Registration costs are borne by Redwire; selling stockholders pay their own commissions.

Affiliates of AE Industrial Partners control 66 % of the outstanding stock pre-offering and, together with Bain Capital Credit (21 %), hold extensive board-nomination and registration rights. The filing lifts resale restrictions on these large blocks, potentially creating a substantial supply overhang. No operational updates or new financial information are included.

Bain Capital Credit Member, LLC and BCC Redwire Aggregator, L.P. filed Amendment No. 6 to their Schedule 13D on 21 Jul 2025 covering Redwire Corp. (RDW).

• The reporting persons now beneficially own 19,747,138 common shares (via 60,228.77 Series A Convertible Preferred shares) representing 12.1 % of outstanding stock. Voting and dispositive power are shared; they hold no sole power.
• Under the Registration Rights Coordination Agreement (RRCA) dated 8 Jun 2025, Redwire was required to repurchase 432.76 preferred shares from the group after underwriters partially exercised a 600,100-share greenshoe tied to Redwire’s June 2025 equity offering.
• The conversion blocker that had previously capped ownership at 20.4 % is no longer in effect, making the entire preferred stake immediately convertible.

No other transactions in RDW common shares were effected in the last 60 days beyond those described above. The filing does not alter Redwire’s operations, but it clarifies the investors’ current equity position and the mechanics governing future conversions or redemptions of the preferred stock.

Form 4 indicates a minor reduction in Bain Capital Credit’s position in Redwire Corp. (RDW). On 17 Jul 2025 the Bain-controlled BCC Redwire Aggregator, L.P. elected to have the issuer repurchase 432.76 shares of Series A Convertible Preferred Stock at an effective conversion price of $3.05. Those preferred shares would have converted into 141,888 common shares; their repurchase therefore removes that potential dilution from the capital structure.

Following the transaction Bain Capital still holds 60,228.77 Series A preferred shares (undisclosed common-share equivalent), maintaining its status as a >10 % owner. The filing code “S” classifies the event as a sale/disposition, but the counter-party is the company, not the open market, and there is no stated expiration on the remaining preferred. Cash proceeds to Bain total $2.38 million, calculated under the June 8 2025 Registration Rights Coordination Agreement linked to Redwire’s 16 Jun 2025 follow-on offering at $16.75 per share.

Materiality: The disposal represents ≈0.7 % of Bain’s preferred stake and is unlikely to be financially material for Redwire; however, it slightly reduces future dilution and signals that the company honors repurchase rights embedded in its financing documents.