Redwire Corp (RDW) SEC Filings, Aug-Oct 2025

Redwire Corporation filed an 8-K disclosing the company name and address in Jacksonville, Florida, and reporting post-conversion equity counts. Immediately after Bain Capital's conversion, the company had 43,193.61 shares of Convertible Preferred Stock and 165,150,782 shares of common stock outstanding. The filing also contains an unchecked box regarding the extended transition period for emerging growth companies, indicating the company did not elect that option.

Notice of proposed sale under Rule 144 by an affiliate of Redwire Corp (RDW). The filer proposes to sell 9,962,691 common shares through Goldman Sachs & Co. LLC with an aggregate market value of $111,781,393.00, and lists the approximate sale date as 10/07/2025 on the NYSE. The shares were originally acquired in a private placement on 10/28/2022 with cash payment. The filing also reports a recent sale of 11,000,000 shares on 09/17/2025 by BCC REDWIRE AGGREGATOR, L.P., generating gross proceeds of $86,130,000.00. The filer certifies no undisclosed material adverse information and warns of criminal penalties for false statements.

Redwire Corporation announced executive and board changes on Oct 7, 2025. The company disclosed a planned CFO transition: Mr. Baliff will retire and Mr. Edmunds is planned to be appointed, with a press release filed as Exhibit 99.1. Separately, director John Bolton resigned and the board appointed Gen. (RET) James McConville and Dorothy D. Hayes to fill the vacancies, with a second press release filed as Exhibit 99.2. The filing highlights the new director backgrounds: General McConville formerly led a 1.2 million‑person force with an annual budget of $185,000,000,000 and global operations; Ms. Hayes is an experienced financial executive and audit chair at other public companies. The report attaches the two press releases as exhibits and provides no financial statements or numeric guidance.

Reporting persons Bain Capital Credit Member, LLC and BCC Redwire Aggregator, L.P. amended their Schedule 13D to disclose a conversion and sale of Redwire common stock and updated beneficial ownership. The filers exercised an option to convert 31,719.43 shares of Series A Convertible Preferred Stock into an aggregate of 11,000,000 shares of Redwire common stock and, on September 17, 2025, sold all 11,000,000 shares pursuant to Rule 144. Separately, BCCR beneficially owns 28,509.34 shares of Convertible Preferred Stock, convertible into approximately 9,347,325 shares of common stock, which the filing states represents about 6.1% of Redwire's outstanding common stock using a 144,039,944 share base. The amendment also notes the resignation of Michael J. Bevacqua from Redwire’s board on June 26, 2025.

Redwire Corp (RDW) filed a Form 144 notice proposing to sell 11,000,000 shares of common stock through Goldman Sachs & Co. LLC with an aggregate market value of $86,130,000.00. The filing reports 144,039,944 shares outstanding, and lists an approximate sale date of 09/17/2025 on the NYSE. The securities were originally acquired on 10/28/2022 in a private placement from the issuer and paid in cash on that date. The filer reports no securities sold in the past three months and includes the standard representation that no undisclosed material adverse information is known.

Bain Capital Credit Member, LLC and related BCC Redwire Aggregator, L.P. reported a conversion and sale of Redwire Corp common stock. On 09/15/2025 the reporting persons converted Series A Convertible Preferred Stock into 11,000,000 shares of common stock at a conversion price of $3.05 per share. On 09/17/2025 those 11,000,000 common shares were sold at $7.83 per share, leaving 0 shares of common stock beneficially owned following the transaction. The filing discloses that the Series A preferred accrues dividends at 13% cash or 15% paid-in-kind and that preferred shares are convertible at holder election and held directly by the partnership BCC Redwire Aggregator, L.P., for which Bain Capital Credit Member, LLC is general partner and may be deemed to have indirect beneficial ownership.

Redwire Corporation reported that on September 15, 2025, Bain Capital voluntarily converted 31,719.43 shares of Redwire’s Series A Convertible Preferred Stock into 11,000,000 shares of common stock. The preferred shares were originally issued in late 2022 with an initial conversion price of $3.05 per share and allowed Bain Capital to convert at its option. Immediately after this conversion, Redwire had 71,702.95 shares of Convertible Preferred Stock and 155,188,092 shares of common stock outstanding, reflecting a notable shift toward common equity in the company’s capital structure.

Edmunds Chris, the Chief Accounting Officer at Redwire Corporation (RDW), reported a transaction on 08/11/2025. The Form 4 shows a transaction coded P acquiring 775 shares of common stock at $8.91 per share, resulting in 101,941 shares beneficially owned directly. The form was signed by power of attorney on 08/12/2025.

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.