Redwire (RDW) 10% owner group reports multi-day sale of 2.6M shares

Rhea-AI Filing Summary

Redwire Corp’s major shareholder group reported sizable stock sales over two days. Investment entities associated with AE Industrial Partners, which are listed as directors and 10% owners, reported selling 872,599 shares of Redwire common stock on January 7, 2026 at a weighted average price of $10.08 per share, and 1,772,193 shares on January 8, 2026 at a weighted average price of $10.27 per share.

After these open‑market sales, the group reported indirect beneficial ownership of 82,759,684 shares following the first transaction and 80,987,491 shares following the second transaction. The filing notes that prices on each day reflect multiple trades within stated ranges and that various AE Industrial funds and related entities, as well as certain individuals, disclaim beneficial ownership beyond their pecuniary interest.

Insights

Equity ownership & governance analyst

Large shareholder group trims Redwire stake but retains a very large position.

Entities affiliated with AE Industrial Partners, described as directors and 10% owners of Redwire Corp, reported open‑market sales of 872,599 and 1,772,193 common shares on January 7, 2026 and January 8, 2026. The weighted average sale prices were $10.08 and $10.27 per share, respectively, across multiple individual trades within disclosed price ranges.

Even after these transactions, the group continues to report indirect beneficial ownership of 82,759,684 shares after the first sale and 80,987,491 shares after the second. Footnotes explain that voting and dispositive power over shares held by AE Red Holdings, LLC and Edge Autonomy Ultimate Holdings, LP is exercised by Michael Greene and David H. Rowe through management entities, and that all parties disclaim beneficial ownership beyond their pecuniary interests. Overall, this reflects a partial reduction rather than an exit by a large holder.

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
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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)
01/07/2026

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	01/07/2026		S		872,599	D	$10.08(1)	82,759,684	I	See footnotes(2)(3)
Common Stock, par value $0.0001 per share	01/08/2026		S		1,772,193	D	$10.27(4)	80,987,491	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 $10.00 to $10.34. 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. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.00 to $10.87. 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 4 to this Form 4.

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	01/09/2026
	** 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 did the AE Industrial Partners-affiliated entities report in this Redwire (RDW) Form 4?

They reported open‑market sales of Redwire common stock on two dates, totaling 872,599 shares on January 7, 2026 at a weighted average price of $10.08 per share and 1,772,193 shares on January 8, 2026 at a weighted average price of $10.27 per share.

How many Redwire (RDW) shares did the reporting group hold after the reported sales?

The group reported indirect beneficial ownership of 82,759,684 Redwire common shares following the January 7, 2026 sale and 80,987,491 shares following the January 8, 2026 sale.

Who is reported as having voting and dispositive power over the Redwire (RDW) shares?

The filing states that voting and dispositive power over securities held by AE Red Holdings, LLC and Edge Autonomy Ultimate Holdings, LP is exercised by Michael Greene and David H. Rowe, as managing members of AeroEquity GP, LLC.

Are the sale prices in the Redwire (RDW) Form 4 single trades or averages?

The prices reported in Column 4 are weighted average prices. The January 7, 2026 sales occurred in multiple trades between $10.00 and $10.34, and the January 8, 2026 sales occurred between $10.00 and $10.87.

Do the AE Industrial Partners-related entities claim full beneficial ownership of the Redwire (RDW) shares?

No. The filing states that each of the named entities and individuals disclaims beneficial ownership of the reported shares except to the extent of their pecuniary interest.

What is the relationship of the reporting persons to Redwire Corp (RDW)?

The reporting persons, including AE Red Holdings, LLC and related funds and entities, are identified as directors and 10% owners of Redwire Corp.

Were any derivative securities reported in this Redwire (RDW) Form 4?

No derivative securities transactions are listed in the provided Table II; only non‑derivative common stock sales are reported.