Redwire Corporation SEC Filings

Bain Capital Credit Member, LLC and BCC Redwire Aggregator, L.P. filed Amendment No. 6 to their Schedule 13D on 21 Jul 2025 covering Redwire Corp. (RDW).

• The reporting persons now beneficially own 19,747,138 common shares (via 60,228.77 Series A Convertible Preferred shares) representing 12.1 % of outstanding stock. Voting and dispositive power are shared; they hold no sole power.
• Under the Registration Rights Coordination Agreement (RRCA) dated 8 Jun 2025, Redwire was required to repurchase 432.76 preferred shares from the group after underwriters partially exercised a 600,100-share greenshoe tied to Redwire’s June 2025 equity offering.
• The conversion blocker that had previously capped ownership at 20.4 % is no longer in effect, making the entire preferred stake immediately convertible.

No other transactions in RDW common shares were effected in the last 60 days beyond those described above. The filing does not alter Redwire’s operations, but it clarifies the investors’ current equity position and the mechanics governing future conversions or redemptions of the preferred stock.

Form 4 indicates a minor reduction in Bain Capital Credit’s position in Redwire Corp. (RDW). On 17 Jul 2025 the Bain-controlled BCC Redwire Aggregator, L.P. elected to have the issuer repurchase 432.76 shares of Series A Convertible Preferred Stock at an effective conversion price of $3.05. Those preferred shares would have converted into 141,888 common shares; their repurchase therefore removes that potential dilution from the capital structure.

Following the transaction Bain Capital still holds 60,228.77 Series A preferred shares (undisclosed common-share equivalent), maintaining its status as a >10 % owner. The filing code “S” classifies the event as a sale/disposition, but the counter-party is the company, not the open market, and there is no stated expiration on the remaining preferred. Cash proceeds to Bain total $2.38 million, calculated under the June 8 2025 Registration Rights Coordination Agreement linked to Redwire’s 16 Jun 2025 follow-on offering at $16.75 per share.

Materiality: The disposal represents ≈0.7 % of Bain’s preferred stake and is unlikely to be financially material for Redwire; however, it slightly reduces future dilution and signals that the company honors repurchase rights embedded in its financing documents.

Redwire Corp. (RDW) – Form 4 insider filing: Chief Accounting Officer Chris Edmunds reported an automatic share withholding tied to the vesting of restricted stock units (RSUs).

• Transaction date: 11 July 2025
• Transaction code: F (shares withheld by issuer to cover taxes, not an open-market sale)
• Shares withheld: 2,921 common shares at $16.64 (closing price on vesting date)
• Post-transaction holding: 91,851 common shares held directly

The filing reflects routine tax-related share withholding rather than discretionary buying or selling. Therefore, it is generally neutral for investors and does not signal a change in management’s outlook or ownership stance.