STOCK TITAN

AE Industrial trims Redwire (RDW) stake to 29.7% ownership

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

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.

Insights

AE Industrial–linked vehicles still hold a large 29.7% Redwire stake despite reported reductions.

The filing shows AE Industrial Partners and affiliated entities jointly reporting beneficial ownership of 62,096,870 Redwire shares, or 29.7%. This combines direct common stock holdings, 2,000,000 warrants and shares issuable from Series A Convertible Preferred Stock using a disclosed conversion method.

The amendment notes that reported ownership fell because of open-market sales and changes in the company’s outstanding share count. While the group remains a major shareholder, the document points to active trading over the past 60 days. Future company disclosures may further detail any additional changes in institutional ownership concentration.






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)
02/27/2026

(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).






SCHEDULE 13D




Comment for Type of Reporting Person:
Rows 8, 10 and 11 each represent (i) 18,778,822.00 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 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 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 26,070,462 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 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) 44,849,284 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 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 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) 44,849,284 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 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 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) 44,849,284 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 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 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) 44,849,284 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 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 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) 44,849,284 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 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 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 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 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) 44,849,284 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 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 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:03/03/2026
Edge Autonomy Ultimate Holdings, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/ Vice President
Date:03/03/2026
Michael Robert Greene
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene
Date:03/03/2026
David H Rowe
Signature:/s/ David H Rowe
Name/Title:David H Rowe
Date:03/03/2026
AE INDUSTRIAL PARTNERS FUND II-B, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:03/03/2026
AE INDUSTRIAL PARTNERS FUND II, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:03/03/2026
AE INDUSTRIAL PARTNERS FUND II-A, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Vice President and Assistant Treasurer
Date:03/03/2026
AE INDUSTRIAL PARTNERS STRUCTURED SOLUTIONS I, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:03/03/2026
AEROEQUITY GP, LLC
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:03/03/2026

FAQ

What ownership stake do AE Industrial–affiliated investors report in Redwire (RDW)?

AE Industrial–related entities report beneficial ownership of 62,096,870 Redwire common shares, representing 29.7% of the company. This figure combines direct common stock, warrants and shares issuable upon conversion of Series A Convertible Preferred Stock, calculated using a specified conversion price.

Why was this Schedule 13D/A Amendment No. 15 filed for Redwire (RDW)?

The amendment was filed to update changes in beneficial ownership of Redwire common stock by the reporting persons. It reflects reduced reported ownership caused by open-market sales of common shares and by changes in the total number of Redwire shares outstanding over time.

How many Redwire (RDW) shares does AE Red Holdings directly own?

AE Red Holdings is disclosed as the direct beneficial owner of 18,671,353 Redwire common shares and 2,000,000 warrants. It is also an indirect beneficial owner of 107,469 additional common shares held by AE Industrial Partners LP, a wholly owned indirect subsidiary of AE Red Holdings.

What is Edge Autonomy Ultimate Holdings’ position in Redwire (RDW) shares?

Edge Autonomy Ultimate Holdings is identified as the direct beneficial owner of 26,070,462 Redwire common shares. These shares were issued under an amended merger agreement dated June 13, 2025, and are part of the larger 62,096,870-share group position reported in the amendment.

How do Redwire (RDW) preferred shares and warrants factor into reported ownership?

The reporting group holds Series A Convertible Preferred Stock and 2,000,000 warrants, which are included in beneficial ownership. Using a stated $1,000 per preferred share value and $3.05 conversion price, these instruments are convertible or exercisable into millions of additional Redwire common shares.

What total share count underlies the 29.7% ownership figure for Redwire (RDW)?

The amendment assumes 209,223,390 Redwire common shares outstanding. This total combines 191,975,804 shares reported outstanding as of February 23, 2026, with 17,247,586 additional shares issuable from the reporting persons’ warrants and Series A Convertible Preferred Stock holdings.
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