STOCK TITAN

AE Red affiliates trim 3.36M Redwire (RDW) shares around $11

Filing Impact
(Very High)
Filing Sentiment
(Very Negative)
Form Type
4

Rhea-AI Filing Summary

Entities affiliated with AE Industrial Partners reported significant insider sales of Redwire Corp (RDW) common stock. On February 3, 2026, they sold 3,357,142 shares of common stock at a weighted average price of $11.18, in multiple trades between $11.00 and $11.41.

On February 4, 2026, they sold an additional 11,761 shares at $11.18 per share. After these transactions, 46,529,492 shares of Redwire common stock were reported as beneficially owned indirectly. Voting and dispositive power over the securities held by AE Red Holdings, LLC and Edge Autonomy Ultimate Holdings, LP is exercised by entities and individuals associated with AE Industrial Partners, who disclaim beneficial ownership beyond their pecuniary interest.

Positive

  • None.

Negative

  • None.
Insider AE RED HOLDINGS, LLC, GREENE MICHAEL ROBERT, ROWE DAVID H., AE INDUSTRIAL PARTNERS FUND II-B, LP, AE INDUSTRIAL PARTNERS FUND II, LP, AE INDUSTRIAL PARTNERS FUND II-A, LP, AEROEQUITY GP, LLC, Edge Autonomy Ultimate Holdings, LP
Role Director, 10% Owner | Director, 10% Owner | Director, 10% Owner | Director, 10% Owner | Director, 10% Owner | Director, 10% Owner | Director, 10% Owner | Director, 10% Owner
Sold 3,368,903 shs ($37.66M)
Type Security Shares Price Value
Sale Common Stock, par value $0.0001 per share 11,761 $11.18 $131K
Sale Common Stock, par value $0.0001 per share 3,357,142 $11.18 $37.53M
Holdings After Transaction: Common Stock, par value $0.0001 per share — 46,529,492 shares (Indirect, See footnotes)
Footnotes (1)
  1. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.00 to $11.41. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote 1 to this Form 4. Voting and dispositive power with respect to the securities held by AE Red Holdings, LLC ("AE Red") and Edge Autonomy Ultimate Holdings, LP ("Edge Seller") is exercised by Michael Greene and David H. Rowe, the managing members of AeroEquity GP, LLC, which is the general partner of AE Industrial Partners Fund II GP, LP, the general partner of each of the AE Funds (as defined below). AE Industrial Partners Fund II-B, LP ("AE Fund II-B"), AE Industrial Partners Fund II, LP ("AE Fund II LP") and AE Industrial Partners Fund II-A, LP ("AE Fund II-A" and together with AE Fund II-B and AE Fund II LP, the "AE Funds") are the controlling equityholders of AE Red and Edge Seller. Each of the foregoing entities and individuals disclaims beneficial ownership of the shares reported hereby, except to the extent of their pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. These shares were sold in mutliple transactions, each at the price of $11.18.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
AE RED HOLDINGS, LLC

(Last) (First) (Middle)
C/O AE INDUSTRIAL PARTNERS, LP
6700 BROKEN SOUND PKWY NW

(Street)
BOCA RATON FL 33487

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Redwire Corp [ RDW ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director X 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
02/03/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
Form filed by One Reporting Person
X Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock, par value $0.0001 per share 02/03/2026 S 3,357,142 D $11.18(1) 46,541,253 I See footnotes(2)(3)
Common Stock, par value $0.0001 per share 02/04/2026 S 11,761 D $11.18(4) 46,529,492 I See footnotes(2)(3)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
1. Name and Address of Reporting Person*
AE RED HOLDINGS, LLC

(Last) (First) (Middle)
C/O AE INDUSTRIAL PARTNERS, LP
6700 BROKEN SOUND PKWY NW

(Street)
BOCA RATON FL 33487

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer
X Director X 10% Owner
Officer (give title below) Other (specify below)
1. Name and Address of Reporting Person*
GREENE MICHAEL ROBERT

(Last) (First) (Middle)
C/O AE INDUSTRIAL PARTNERS, LP
6700 BROKEN SOUND PKWY NW

(Street)
BOCA RATON FL 33487

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer
X Director X 10% Owner
Officer (give title below) Other (specify below)
1. Name and Address of Reporting Person*
ROWE DAVID H.

(Last) (First) (Middle)
C/O AE INDUSTRIAL PARTNERS, LP
6700 BROKEN SOUND PKWY NW

(Street)
BOCA RATON FL 33487

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer
X Director X 10% Owner
Officer (give title below) Other (specify below)
1. Name and Address of Reporting Person*
AE INDUSTRIAL PARTNERS FUND II-B, LP

(Last) (First) (Middle)
C/O AE INDUSTRIAL PARTNERS, LP
6700 BROKEN SOUND PKWY NW

(Street)
BOCA RATON FL 33487

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer
X Director X 10% Owner
Officer (give title below) Other (specify below)
1. Name and Address of Reporting Person*
AE INDUSTRIAL PARTNERS FUND II, LP

(Last) (First) (Middle)
C/O AE INDUSTRIAL PARTNERS, LP
6700 BROKEN SOUND PKWY NW

(Street)
BOCA RATON FL 33487

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer
X Director X 10% Owner
Officer (give title below) Other (specify below)
1. Name and Address of Reporting Person*
AE INDUSTRIAL PARTNERS FUND II-A, LP

(Last) (First) (Middle)
C/O AE INDUSTRIAL PARTNERS, LP
6700 BROKEN SOUND PKWY NW

(Street)
BOCA RATON FL 33487

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer
X Director X 10% Owner
Officer (give title below) Other (specify below)
1. Name and Address of Reporting Person*
AEROEQUITY GP, LLC

(Last) (First) (Middle)
C/O AE INDUSTRIAL PARTNERS, LP
6700 BROKEN SOUND PKWY NW

(Street)
BOCA RATON FL 33487

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer
X Director X 10% Owner
Officer (give title below) Other (specify below)
1. Name and Address of Reporting Person*
Edge Autonomy Ultimate Holdings, LP

(Last) (First) (Middle)
C/O AE INDUSTRIAL PARTNERS, LP
6700 BROKEN SOUND PKWY NW

(Street)
BOCA RATON FL 33487

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer
X Director X 10% Owner
Officer (give title below) Other (specify below)
Explanation of Responses:
1. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.00 to $11.41. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote 1 to this Form 4.
2. Voting and dispositive power with respect to the securities held by AE Red Holdings, LLC ("AE Red") and Edge Autonomy Ultimate Holdings, LP ("Edge Seller") is exercised by Michael Greene and David H. Rowe, the managing members of AeroEquity GP, LLC, which is the general partner of AE Industrial Partners Fund II GP, LP, the general partner of each of the AE Funds (as defined below). AE Industrial Partners Fund II-B, LP ("AE Fund II-B"), AE Industrial Partners Fund II, LP ("AE Fund II LP") and AE Industrial Partners Fund II-A, LP ("AE Fund II-A" and together with AE Fund II-B and AE Fund II LP, the "AE Funds") are the controlling equityholders of AE Red and Edge Seller.
3. Each of the foregoing entities and individuals disclaims beneficial ownership of the shares reported hereby, except to the extent of their pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose.
4. These shares were sold in mutliple transactions, each at the price of $11.18.
Remarks:
Kirk Michael Konert and Michael Robert Greene serve as Managing Partners of AE Industrial Partners, LP and AE Industrial Partners, LP may, therefore, be considered a director of the Issuer by deputization.
/s/ Alexander M. Schwartz by Power of Attorney 02/05/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider stock sales in Redwire Corp (RDW) are disclosed in this Form 4?

The filing discloses two insider sales of Redwire common stock by AE Industrial-affiliated entities. They sold 3,357,142 shares on February 3, 2026 at a weighted average $11.18, and 11,761 shares on February 4, 2026 at $11.18 per share.

Who is the reporting group for the Redwire (RDW) Form 4 insider transactions?

The reporting group consists of AE Red Holdings, LLC, Edge Autonomy Ultimate Holdings, LP and related AE Industrial Partners funds and entities. Voting and dispositive power is exercised by Michael Greene and David H. Rowe through AeroEquity GP, LLC and affiliated AE Industrial funds.

How many Redwire (RDW) shares remain beneficially owned after these insider sales?

After the reported transactions, 46,529,492 shares of Redwire common stock are shown as beneficially owned indirectly by the reporting entities. This reflects holdings after selling 3,357,142 shares on February 3, 2026 and 11,761 shares on February 4, 2026 at $11.18 per share.

At what prices were the reported Redwire (RDW) insider sales executed?

The large February 3, 2026 sale was executed in multiple trades at prices ranging from $11.00 to $11.41, with a weighted average of $11.18. The February 4, 2026 sale of 11,761 shares was executed entirely at a price of $11.18 per share.

Do the AE Industrial-affiliated filers claim full beneficial ownership of the Redwire (RDW) shares?

The filing states that each listed entity and individual disclaims beneficial ownership of the reported Redwire shares, except to the extent of their pecuniary interest. The report specifies this should not be deemed an admission of beneficial ownership for Section 16 or any other purpose.

Are the Redwire (RDW) insider transactions direct or indirect holdings?

Both reported transactions involve indirect holdings of Redwire common stock. The Form 4 identifies ownership as indirect and refers to footnotes explaining that AE Red Holdings, Edge Autonomy Ultimate Holdings, and AE Industrial-related funds control the securities, with voting and dispositive power exercised through affiliated entities.