STOCK TITAN

Redwire (RDW) sponsor group discloses 63.8M shares, 35% ownership

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13D/A

Rhea-AI Filing Summary

Redwire Corp’s largest affiliated investors have updated their ownership disclosure, showing a consolidated 35.0% beneficial stake in the company’s common stock. The Schedule 13D/A Amendment No. 14 is filed by AE Industrial–related entities and individuals Michael Greene and David H. Rowe.

The group now reports aggregate beneficial ownership of 63,788,789 shares of common stock, based on an assumed 182,398,369 shares outstanding, which includes shares underlying warrants and Series A Convertible Preferred Stock. The amendment states that the change reflects a reduction in reported beneficial ownership caused by recent open-market sales of Redwire common stock by the reporting persons.

Positive

  • None.

Negative

  • None.

Insights

Large sponsor group still controls 35% of Redwire after selling shares.

Redwire Corp continues to have a concentrated ownership base. AE Industrial–affiliated entities and principals Michael Greene and David H. Rowe report aggregate beneficial ownership of 63,788,789 shares of common stock, or 35.0% of the company, including shares underlying warrants and preferred stock.

The filing notes that this amendment reflects a reduction in reported beneficial ownership due to open-market sales of common stock. While exact sale volumes are not detailed in the excerpt, Schedule A (referenced here) lists all such transactions over the prior 60 days.

Despite these sales, the group’s 35.0% stake, calculated on an assumed 182,398,369 shares outstanding as of the relevant dates, still represents significant influence over voting and disposition decisions. Future ownership updates will appear in subsequent beneficial ownership filings if additional transactions occur.






If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).






SCHEDULE 13D




Comment for Type of Reporting Person:
Rows 8, 10 and 11 each represent (i) 19,484,422 shares of Common Stock and (ii) 2,000,000 shares of Common Stock issuable upon the exercise of 2,000,000 warrants to acquire one share of Common Stock ("Warrants"). The calculation for Row 13 is based upon 165,150,783 shares of Common Stock of the Issuer issued and outstanding as of October 31, 2025, as reported on the Issuer's most recent Form 10-Q, filed on November 6, 2025 plus (i) 2,000,000 shares of Common Stock underlying 2,000,000 Warrants and (ii) 15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock.


SCHEDULE 13D




Comment for Type of Reporting Person:
Rows 8, 10 and 11 each represent 27,056,781 shares of Common Stock issued in accordance with the Amended Merger Agreement on June 13, 2025. The calculation for Row 13 is based upon 165,150,783 shares of Common Stock of the Issuer issued and outstanding as of October 31, 2025, as reported on the Issuer's most recent Form 10-Q, filed on November 6, 2025 plus (i) 2,000,000 shares of Common Stock underlying 2,000,000 Warrants and (ii) 15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock.


SCHEDULE 13D




Comment for Type of Reporting Person:
Rows 8, 10 and 11 each represent (i) 46,541,203 shares of Common Stock, (ii) 2,000,000 shares of Common Stock issuable upon the exercise of Warrants and (iii) 15,247,586 shares of Common Stock issuable upon conversion of 46,505.13 shares of Series A Convertible Preferred Stock. The calculation for Row 13 is based upon 165,150,783 shares of Common Stock of the Issuer issued and outstanding as of October 31, 2025, as reported on the Issuer's most recent Form 10-Q, filed on November 6, 2025 plus (i) 2,000,000 shares of Common Stock underlying 2,000,000 Warrants and (ii) 15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock.


SCHEDULE 13D




Comment for Type of Reporting Person:
Rows 8, 10 and 11 each represent (i) 46,541,203 shares of Common Stock, (ii) 2,000,000 shares of Common Stock issuable upon the exercise of Warrants and (iii) 15,247,586 shares of Common Stock issuable upon conversion of 46,505.13 shares of Series A Convertible Preferred Stock. The calculation for Row 13 is based upon 165,150,783 shares of Common Stock of the Issuer issued and outstanding as of October 31, 2025, as reported on the Issuer's most recent Form 10-Q, filed on November 6, 2025 plus (i) 2,000,000 shares of Common Stock underlying 2,000,000 Warrants and (ii) 15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock.


SCHEDULE 13D




Comment for Type of Reporting Person:
Rows 8, 10 and 11 each represent (i) 46,541,203 shares of Common Stock, (ii) 2,000,000 shares of Common Stock issuable upon the exercise of Warrants and (iii) 15,250 shares of Common Stock issuable upon conversion of 46.51 shares of Series A Convertible Preferred Stock. The calculation for Row 13 is based upon 165,150,783 shares of Common Stock of the Issuer issued and outstanding as of October 31, 2025, as reported on the Issuer's most recent Form 10-Q, filed on November 6, 2025 plus (i) 2,000,000 shares of Common Stock underlying 2,000,000 Warrants and (ii) 15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock.


SCHEDULE 13D




Comment for Type of Reporting Person:
Rows 8, 10 and 11 each represent (i) 46,541,203 shares of Common Stock, (ii) 2,000,000 shares of Common Stock issuable upon the exercise of Warrants and (iii) 6,187,978 shares of Common Stock issuable upon conversion of 18,873.33 shares of Series A Convertible Preferred Stock. The calculation for Row 13 is based upon 165,150,783 shares of Common Stock of the Issuer issued and outstanding as of October 31, 2025, as reported on the Issuer's most recent Form 10-Q, filed on November 6, 2025 plus (i) 2,000,000 shares of Common Stock underlying 2,000,000 Warrants and (ii) 15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock.


SCHEDULE 13D




Comment for Type of Reporting Person:
Rows 8, 10 and 11 each represent (i) 46,541,203 shares of Common Stock, (ii) 2,000,000 shares of Common Stock issuable upon the exercise of Warrants and (iii) 3,961,830 shares of Common Stock issuable upon conversion of 12,083.58 shares of Series A Convertible Preferred Stock. The calculation for Row 13 is based upon 165,150,783 shares of Common Stock of the Issuer issued and outstanding as of October 31, 2025, as reported on the Issuer's most recent Form 10-Q, filed on November 6, 2025 plus (i) 2,000,000 shares of Common Stock underlying 2,000,000 Warrants and (ii) 15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock.


SCHEDULE 13D




Comment for Type of Reporting Person:
Rows 8, 10 and 11 each represent 5,082,528 shares of Common Stock issuable upon conversion of 15,501.71 shares of Series A Convertible Preferred Stock. The calculation for Row 13 is based upon 165,150,783 shares of Common Stock of the Issuer issued and outstanding as of October 31, 2025, as reported on the Issuer's most recent Form 10-Q, filed on November 6, 2025 plus (i) 2,000,000 shares of Common Stock underlying 2,000,000 Warrants and (ii) 15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock.


SCHEDULE 13D




Comment for Type of Reporting Person:
Rows 8, 10 and 11 each represent (i) 46,541,203 shares of Common Stock, (ii) 2,000,000 shares of Common Stock issuable upon the exercise of Warrants and (iii) 15,247,586 shares of Common Stock issuable upon conversion of 46,505.13 shares of Series A Convertible Preferred Stock. The calculation for Row 13 is based upon 165,150,783 shares of Common Stock of the Issuer issued and outstanding as of October 31, 2025, as reported on the Issuer's most recent Form 10-Q, filed on November 6, 2025 plus (i) 2,000,000 shares of Common Stock underlying 2,000,000 Warrants and (ii) 15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock.


SCHEDULE 13D


AE RED HOLDINGS, LLC
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Vice President and Assistant Treasurer
Date:02/04/2026
Edge Autonomy Ultimate Holdings, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Vice President
Date:02/04/2026
Michael Robert Greene
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene
Date:02/04/2026
David H Rowe
Signature:/s/ David H Rowe
Name/Title:David H Rowe
Date:02/04/2026
AE INDUSTRIAL PARTNERS FUND II-B, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:02/04/2026
AE INDUSTRIAL PARTNERS FUND II, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:02/04/2026
AE INDUSTRIAL PARTNERS FUND II-A, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Vice President and Assistant Treasurer
Date:02/04/2026
AE INDUSTRIAL PARTNERS STRUCTURED SOLUTIONS I, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:02/04/2026
AEROEQUITY GP, LLC
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:02/04/2026

FAQ

What does Redwire Corp (RDW) disclose in this Schedule 13D/A Amendment No. 14?

Redwire reports an updated ownership position for key AE Industrial–affiliated investors. The amendment shows they beneficially own 63,788,789 shares, or 35.0% of Redwire’s common stock, and notes that this reflects a reduction in reported ownership following recent open-market sales of shares.

How large is the AE Industrial–related group’s stake in Redwire Corp (RDW)?

The reporting group holds a 35.0% beneficial stake in Redwire. They report aggregate beneficial ownership of 63,788,789 shares of common stock, calculated using an assumed 182,398,369 shares outstanding, which includes shares issuable from warrants and Series A Convertible Preferred Stock.

Why was this new Schedule 13D/A filed for Redwire Corp (RDW)?

The amendment was filed to report changes in beneficial ownership. It explains that the reporting persons’ stake in Redwire’s common stock has decreased, with the reduction attributed to sales of common shares made in open-market transactions, summarized in the filing’s referenced Schedule A.

Who are the main reporting persons in Redwire Corp’s (RDW) Schedule 13D/A Amendment No. 14?

The filing lists AE Industrial–affiliated entities and two individuals. AE Red Holdings, Edge Autonomy Ultimate Holdings, several AE Industrial Partners funds, AE Industrial Partners Structured Solutions I, AeroEquity GP, and individuals Michael Robert Greene and David H. Rowe collectively report shared voting and dispositive power over Redwire shares.

How is the 35.0% ownership percentage for Redwire Corp (RDW) calculated in this filing?

The 35.0% figure is based on an expanded share count. The calculation uses 165,150,783 common shares outstanding as of October 31, 2025, plus 2,000,000 shares underlying warrants and 15,247,586 shares issuable upon conversion of Series A Convertible Preferred Stock, totaling 182,398,369 shares.

What securities besides common stock factor into the Redwire Corp (RDW) beneficial ownership calculation?

The ownership calculation includes common shares plus certain convertible instruments. It counts warrants to purchase 2,000,000 common shares and Series A Convertible Preferred Stock convertible into 15,247,586 common shares, alongside the 165,150,783 common shares reported outstanding as of October 31, 2025.