Redwire Corp SEC Filings

Redwire Corp executive Michael N. Gold, President, Space, filed an initial ownership report showing his equity position in the company. He directly holds 224,585 shares of common stock, plus performance-based restricted stock units tied to up to 68,963 underlying shares for the 2024 award and 22,988 underlying shares for the 2025 award. He also holds stock options for 32,000 underlying shares at an exercise price of $10.03 expiring on September 2, 2031, and options for 40,000 underlying shares at $3.13 expiring on July 1, 2032. Footnotes note that 85,283 RSUs remain unvested, with specific tranches vesting between July 3, 2026 and July 14, 2028, and that the performance-based units can settle into between 0 and 2 shares each depending on stock price and total shareholder return performance.

RDW selling holders reported proposed sales under Form 144 consisting of multiple common‑share dispositions. The excerpt lists per‑trade dates and quantities for AE Red Holdings, LLC and Edge Autonomy Ultimate Holdings, LP, with transactions dated 01/06/2026 through 03/02/2026.

The filings show individual sale lots (examples include 776,556 shares for AE Red Holdings on 01/06/2026 and 1,085,507 shares for Edge Autonomy on 01/06/2026) and dollar amounts per lot; these are notifications of proposed resale transactions.

RDW disclosure of proposed sales of Common Stock by selling holders. The notice lists multiple offloadings executed in January–March 2026 and a prior 06/13/2025 private placement. The excerpt shows sizeable transactions by AE Red Holdings, LLC and Edge Autonomy Ultimate Holdings, LP, including large same‑day blocks.

Examples include sales by AE Red Holdings, LLC (including 4,378,928 shares on 01/14/2026) and Edge Autonomy Ultimate Holdings, LP (including 6,121,072 shares on 01/14/2026), with cash consideration reported per trade.

Redwire Corp insiders associated with AE Industrial Partners reported an open-market sale of 244,666 shares of common stock on March 2, 2026 at a weighted average price of $10.06 per share. The sale price ranged from $10.00 to $10.35.

After this transaction, the reporting group shows 44,849,334 shares of Redwire common stock indirectly owned. 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 affiliated AE Industrial entities, and all reporting persons disclaim beneficial ownership beyond their pecuniary interest.

AE Industrial–affiliated investors have updated their stake in Redwire Corp, reporting beneficial ownership of 62,096,870 shares of common stock, or 29.7% of the company. This total includes common shares, warrants and shares issuable upon conversion of Series A Convertible Preferred Stock.

The filing explains that this amendment reflects a reduction in reported beneficial ownership driven by open-market sales of Redwire common stock and changes in the number of shares outstanding. AE Red Holdings directly owns 18,671,353 common shares and 2,000,000 warrants, while Edge Autonomy Ultimate Holdings directly owns 26,070,462 common shares. Several AE Industrial funds and related vehicles hold Series A Convertible Preferred Stock that can convert into additional common shares, and Michael Greene and David H. Rowe share voting and dispositive power over an aggregate 62,096,870 shares.

RDW insiders and related entities reported proposed and completed secondary sales of common stock under Rule 144. The filing lists multiple transactions by AE Red Holdings, LLC and Edge Autonomy Ultimate Holdings, LP in January–February 2026, including large tranches including AE Red Holdings 4,378,928 shares on 01/14/2026 and Edge Autonomy Ultimate Holdings 6,121,072 shares on 01/14/2026.

RDW submitted Form 144 notices showing proposed sales of common stock by affiliated holders through Merrill Lynch on the NYSE. The filing lists multiple cash sales dated in January–February 2026, including large single‑day entries by selling entities.

The excerpt includes per‑holder sale examples, including AE Red Holdings, LLC 4,378,928 shares on 01/14/2026 and Edge Autonomy Ultimate Holdings, LP 6,121,072 shares on 01/14/2026. Transaction amounts and trade dates are shown per entry; aggregate totals are not stated in the provided excerpt.

Redwire Corporation files its annual report describing a diversified space and defense technology business now organized into two reportable segments: Space and Defense Tech. The company provides spacecraft platforms, large space power and docking infrastructure, microgravity research facilities, and uncrewed aerial systems with optical and RF payloads.

As of December 31, 2025, contracted backlog was $411.2 million, with $299.8 million in the Space segment and $111.4 million in Defense Tech. Revenue in 2025 came 46.9% from national security, 21.6% from civil, and 31.5% from commercial customers, with 41.6% generated outside the U.S. Redwire reports $19.8 million of research and development expense and approximately 1,410 employees, highlighting a strategy built on digital engineering, AI-enabled automation and continued acquisitions, including Edge Autonomy.

The report outlines extensive risk factors, including macroeconomic and geopolitical uncertainty, supplier and tariff pressures, heavy dependence on government contracts, integration risks from acquisitions, competition from larger and foreign-supported rivals, export controls, cybersecurity, and identified material weaknesses in internal control over financial reporting.

Redwire Corp executive Steve Adlich, President, Defense Tech, filed an initial insider ownership report showing an interest in 55,000 shares of common stock. These are restricted stock units granted on July 30, 2025 that vest in three equal annual installments on July 30, 2026, July 30, 2027, and July 30, 2028.