STOCK TITAN

AE Industrial group reports 24.3% Redwire (NYSE: RDW) stake after sales

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

Rhea-AI Filing Summary

AE Industrial-affiliated investors filed Amendment No. 16 to update their Schedule 13D on Redwire Corp, reporting beneficial ownership of 50,894,555 shares of common stock, or 24.3% of the company’s common stock. This percentage is calculated assuming 209,235,192 shares outstanding, including common stock, warrants, convertible preferred stock and restricted stock units.

The filing explains that the amendment reflects changes in beneficial ownership, including a reduction due to open market sales of Redwire common stock by the reporting persons. Various AE Industrial funds and entities, along with Michael Greene and David H. Rowe, are treated as sharing voting and dispositive power over the reported shares.

Positive

  • None.

Negative

  • None.

Insights

Large sponsor group now reports a 24.3% Redwire stake after open‑market sales.

AE Industrial-related entities, together with Michael Greene and David H. Rowe, report aggregate beneficial ownership of 50,894,555 Redwire common shares, equal to 24.3% of the company’s equity on the assumed outstanding base of 209,235,192 shares.

The amendment states that the update reflects, among other items, a reduction in reported beneficial ownership from open market sales of common stock. All transactions over the last sixty days were executed in the open market, and detailed in Schedule A referenced in the disclosure.

This level of ownership suggests these investors remain highly influential in shareholder decisions. Future company filings describing additional ownership changes or governance developments will further clarify how this concentrated stake evolves and how voting power is distributed among institutional holders.






75776W103

(CUSIP Number)
AE Red Holdings, LLC
6700 Broken Sound Parkway NW,
Boca Raton, FL, 33487
(561) 372-7820

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)
03/24/2026

(Date of Event Which Requires Filing of This Statement)


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).




schemaVersion:


SCHEDULE 13D




Comment for Type of Reporting Person:
Rows 8, 10 and 11 each represent (i) 14,102,080 shares of Common Stock, (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") and (iii) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026. The calculation for Row 13 is based upon 191,975,804 shares of Common Stock of the Issuer issued and outstanding as of February 23, 2026, as reported on the Issuer's most recent Form 10-K, filed on February 27, 2026 plus (i) 2,000,000 shares of Common Stock underlying 2,000,000 Warrants, (ii) 15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock and (iii) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026.


SCHEDULE 13D




Comment for Type of Reporting Person:
Rows 8, 10 and 11 each represent 19,533,087 shares of Common Stock issued in accordance with the Amended Merger Agreement on June 13, 2025. The calculation for Row 13 is based upon 191,975,804 shares of Common Stock of the Issuer issued and outstanding as of February 23, 2026, as reported on the Issuer's most recent Form 10-K, filed on February 27, 2026 plus (i) 2,000,000 shares of Common Stock underlying 2,000,000 Warrants, (ii) 15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock and (iii) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026.


SCHEDULE 13D




Comment for Type of Reporting Person:
Rows 8, 10 and 11 each represent (i) 33,635,167 shares of Common Stock, (ii) 2,000,000 shares of Common Stock issuable upon the exercise of Warrants, (iii) 15,247,586 shares of Common Stock issuable upon conversion of 46,505.13 shares of Series A Convertible Preferred Stock and (iv) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026. The calculation for Row 13 is based upon 191,975,804 shares of Common Stock of the Issuer issued and outstanding as of February 23, 2026, as reported on the Issuer's most recent Form 10-K, filed on February 27, 2026 plus (i) 2,000,000 shares of Common Stock underlying 2,000,000 Warrants, (ii) 15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock and (iii) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026.


SCHEDULE 13D




Comment for Type of Reporting Person:
Rows 8, 10 and 11 each represent (i) 33,635,167 shares of Common Stock, (ii) 2,000,000 shares of Common Stock issuable upon the exercise of Warrants, (iii) 15,247,586 shares of Common Stock issuable upon conversion of 46,505.13 shares of Series A Convertible Preferred Stock and (iv) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026. The calculation for Row 13 is based upon 191,975,804 shares of Common Stock of the Issuer issued and outstanding as of February 23, 2026, as reported on the Issuer's most recent Form 10-K, filed on February 27, 2026 plus (i) 2,000,000 shares of Common Stock underlying 2,000,000 Warrants, (ii) 15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock and (iii) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026.


SCHEDULE 13D




Comment for Type of Reporting Person:
Rows 8, 10 and 11 each represent (i) 33,635,167 shares of Common Stock, (ii) 2,000,000 shares of Common Stock issuable upon the exercise of Warrants, (iii) 15,250 shares of Common Stock issuable upon conversion of 46.51 shares of Series A Convertible Preferred Stock and (iv) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026. The calculation for Row 13 is based upon 191,975,804 shares of Common Stock of the Issuer issued and outstanding as of February 23, 2026, as reported on the Issuer's most recent Form 10-K, filed on February 27, 2026 plus (i) 2,000,000 shares of Common Stock underlying 2,000,000 Warrants, (ii) 15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock and (iii) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026.


SCHEDULE 13D




Comment for Type of Reporting Person:
Rows 8, 10 and 11 each represent (i) 33,635,167 shares of Common Stock, (ii) 2,000,000 shares of Common Stock issuable upon the exercise of Warrants, (iii) 6,187,978 shares of Common Stock issuable upon conversion of 18,873.33 shares of Series A Convertible Preferred Stock and (iv) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026. The calculation for Row 13 is based upon 191,975,804 shares of Common Stock of the Issuer issued and outstanding as of February 23, 2026, as reported on the Issuer's most recent Form 10-K, filed on February 27, 2026 plus (i) 2,000,000 shares of Common Stock underlying 2,000,000 Warrants, (ii) 15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock and (iii) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026.


SCHEDULE 13D




Comment for Type of Reporting Person:
Rows 8, 10 and 11 each represent (i) 33,635,167 shares of Common Stock, (ii) 2,000,000 shares of Common Stock issuable upon the exercise of Warrants, (iii) 3,961,830 shares of Common Stock issuable upon conversion of 12,083.58 shares of Series A Convertible Preferred Stock and (iv) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026. The calculation for Row 13 is based upon 191,975,804 shares of Common Stock of the Issuer issued and outstanding as of February 23, 2026, as reported on the Issuer's most recent Form 10-K, filed on February 27, 2026 plus (i) 2,000,000 shares of Common Stock underlying 2,000,000 Warrants, (ii) 15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock and (iii) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026.


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 191,975,804 shares of Common Stock of the Issuer issued and outstanding as of February 23, 2026, as reported on the Issuer's most recent Form 10-K, filed on February 27, 2026 plus (i) 2,000,000 shares of Common Stock underlying 2,000,000 Warrants, (ii) 15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock and (iii) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026.


SCHEDULE 13D




Comment for Type of Reporting Person:
Rows 8, 10 and 11 each represent (i) 33,635,167 shares of Common Stock, (ii) 2,000,000 shares of Common Stock issuable upon the exercise of Warrants, (iii) 15,247,586 shares of Common Stock issuable upon conversion of 46,505.13 shares of Series A Convertible Preferred Stock and (iv) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026. The calculation for Row 13 is based upon 191,975,804 shares of Common Stock of the Issuer issued and outstanding as of February 23, 2026, as reported on the Issuer's most recent Form 10-K, filed on February 27, 2026 plus (i) 2,000,000 shares of Common Stock underlying 2,000,000 Warrants, (ii) 15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock and (iii) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026.


SCHEDULE 13D


AE RED HOLDINGS, LLC
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Vice President and Assistant Treasurer
Date:03/26/2026
Edge Autonomy Ultimate Holdings, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/ Vice President
Date:03/26/2026
Michael Robert Greene
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene
Date:03/26/2026
David H Rowe
Signature:/s/ David H Rowe
Name/Title:David H Rowe
Date:03/26/2026
AE INDUSTRIAL PARTNERS FUND II-B, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:03/26/2026
AE INDUSTRIAL PARTNERS FUND II, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:03/26/2026
AE INDUSTRIAL PARTNERS FUND II-A, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Vice President and Assistant Treasurer
Date:03/26/2026
AE INDUSTRIAL PARTNERS STRUCTURED SOLUTIONS I, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:03/26/2026
AEROEQUITY GP, LLC
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:03/26/2026
Redwire Corporation

NYSE:RDW

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1.48B
184.06M
Aerospace & Defense
Guided Missiles & Space Vehicles & Parts
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United States
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