Large AE Industrial group trims Redwire (RDW) stake with multi-million share sales

Rhea-AI Filing Summary

Redwire Corp insider filing shows large share sales by an affiliated investment group. On January 28, 2026, the group sold 4,847,867 shares of Redwire common stock at a weighted average price of $13.29, leaving 56,693,386 shares held indirectly.

On January 29, 2026, the same group reported selling another 3,932,686 shares at a weighted average price of $12.80, with 52,760,700 shares then held indirectly. Voting and dispositive power over these securities is exercised through AE Industrial-affiliated entities, and the parties disclaim beneficial ownership beyond their economic interest.

Insights

Equity ownership and governance analyst

Large affiliated holder trims Redwire stake via two sizeable open-market sales.

The filing shows an affiliated investment group with director and 10% owner status in Redwire Corp reporting two open-market sales of common stock. They sold 4,847,867 shares at a weighted average of $13.29 and 3,932,686 shares at $12.80 over consecutive days.

Control over voting and sale decisions resides with individuals managing AE Industrial-related entities, but all parties expressly disclaim beneficial ownership beyond their pecuniary interest. The trades are reported as indirect holdings, which can reflect complex fund structures rather than personal portfolio moves by any one individual.

The reported post-transaction indirect holdings of 56,693,386 and then 52,760,700 shares indicate that this group remains a significant shareholder after the sales. Future Section 16 filings and ownership updates may further clarify any ongoing changes in this large holder’s economic exposure and governance role.

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)
01/28/2026

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	01/28/2026		S		4,847,867	D	$13.29(1)	56,693,386	I	See footnotes(2)(3)
Common Stock, par value $0.0001 per share	01/29/2026		S		3,932,686	D	$12.8(4)	52,760,700	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 $12.87 to $13.88. 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 $12.28 to $13.55. 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	01/30/2026
	** 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).
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FAQ

What insider transactions did RDW report in this Form 4 filing?

Redwire Corp reported two large stock sales by an affiliated investment group. They sold 4,847,867 shares on January 28, 2026 at a weighted average price of $13.29, and 3,932,686 shares on January 29, 2026 at a weighted average price of $12.80.

Who is the reporting group in the Redwire (RDW) Form 4 filing?

The reporting group consists of AE Industrial-related entities and managers. Entities include AE Red Holdings, AE Industrial Partners Fund II vehicles, AeroEquity GP, and Edge Autonomy Ultimate Holdings, with voting and dispositive power exercised by Michael Greene and David H. Rowe through these structures.

How many Redwire (RDW) shares does the group report holding after the sales?

The affiliated group reports large remaining indirect holdings after the sales. Following the January 28, 2026 sale, they reported 56,693,386 shares indirectly held, and after the January 29, 2026 sale, they reported 52,760,700 shares indirectly beneficially owned.

At what prices were the Redwire (RDW) shares sold in this Form 4?

The filing discloses weighted average sale prices for each trading day. On January 28, 2026, shares were sold at a weighted average of $13.29 within a $12.87–$13.88 range. On January 29, 2026, the weighted average was $12.80 within a $12.28–$13.55 range.

Do the Redwire (RDW) reporting persons claim full beneficial ownership of the sold shares?

The reporting persons expressly limit their beneficial ownership claims. They state that each entity and individual disclaims beneficial ownership of the reported shares, except to the extent of their pecuniary interest, and that the report should not be deemed an admission of beneficial ownership for Section 16 purposes.

How is voting and investment power over Redwire (RDW) shares structured in this filing?

Voting and dispositive power is centralized in managers of AE Industrial-related entities. The filing explains that Michael Greene and David H. Rowe, as managing members of AeroEquity GP, LLC, exercise this power over securities held by AE Red Holdings and Edge Autonomy Ultimate Holdings through the AE Industrial fund structure.