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Redwire (NYSE: RDW) investors detail 43.2% beneficial stake in 13D/A

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

Rhea-AI Filing Summary

Redwire Corp’s largest affiliated investors filed Amendment No. 12 to their Schedule 13D to update their ownership in the company’s common stock. The reporting group, led by AE Industrial Partners–related entities, now reports aggregate beneficial ownership of 78,788,789 shares of Redwire common stock, representing 43.2% of the company’s common shares based on 182,398,369 shares outstanding. This total includes common stock already issued, 2,000,000 shares issuable upon exercise of warrants, and 15,247,586 shares issuable upon conversion of Series A Convertible Preferred Stock under a stated conversion method. The amendment states that the change reflects a reduction in reported beneficial ownership due to open market sales of common stock by the reporting persons, while confirming that Michael Greene and David H. Rowe share voting and dispositive power over the group’s holdings.

Positive

  • None.

Negative

  • None.

Insights

Major sponsors still control 43.2% of Redwire after sales.

The filing shows that entities associated with AE Industrial Partners, including AE Red Holdings, several AE Industrial funds, Edge Autonomy Ultimate Holdings LP and related vehicles, collectively report beneficial ownership of 78,788,789 Redwire common shares. This represents 43.2% of the company’s assumed 182,398,369 shares outstanding, combining issued common stock, shares underlying 2,000,000 warrants and shares issuable upon conversion of Series A Convertible Preferred Stock using a defined conversion price.

The amendment explicitly notes that the updated figures reflect a reduction in reported beneficial ownership driven by open market sales of common stock by the reporting persons, indicating some trimming of the position while still retaining a large block. Michael Greene and David H. Rowe are disclosed as exercising voting and dispositive power over the shares, warrants and preferred interests held across the AE Industrial entities and affiliates, which concentrates effective control and influence over corporate decisions.

From a governance standpoint, a disclosed stake of over 40% by a coordinated sponsor group suggests continued significant influence on Redwire’s strategic direction and major shareholder votes. Future SEC disclosures and company communications will be important for understanding any further changes in this ownership position or shifts among common, warrant and preferred components.






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) 25,740,033 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 35,801,170 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) 61,541,203 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) 61,541,203 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) 61,541,203 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) 61,541,203 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) 61,541,203 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) 61,541,203 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:01/16/2026
Edge Autonomy Ultimate Holdings, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/ Vice President
Date:01/16/2026
Michael Robert Greene
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene
Date:01/16/2026
David H Rowe
Signature:/s/ David H Rowe
Name/Title:David H Rowe
Date:01/16/2026
AE INDUSTRIAL PARTNERS FUND II-B, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:01/16/2026
AE INDUSTRIAL PARTNERS FUND II, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:01/16/2026
AE INDUSTRIAL PARTNERS FUND II-A, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Vice President and Assistant Treasurer
Date:01/16/2026
AE INDUSTRIAL PARTNERS STRUCTURED SOLUTIONS I, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:01/16/2026
AEROEQUITY GP, LLC
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:01/16/2026

FAQ

What does the latest Schedule 13D/A report for Redwire (RDW)?

The amendment reports that a group of AE Industrial Partners–related entities and affiliates now beneficially owns an aggregate 78,788,789 shares of Redwire common stock, representing 43.2% of the company’s assumed outstanding common shares.

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

The reporting persons disclose beneficial ownership of 78,788,789 shares of common stock, equal to 43.2% of Redwire’s common stock, based on an assumed total of 182,398,369 shares outstanding.

What securities make up the 78,788,789 beneficially owned Redwire (RDW) shares?

The reported beneficial ownership includes issued common stock, 2,000,000 shares of common stock issuable upon exercise of 2,000,000 warrants, and 15,247,586 shares of common stock issuable upon conversion of 46,505.13 shares of Series A Convertible Preferred Stock using an initial conversion price of $3.05 per share.

Why was Amendment No. 12 to the Schedule 13D for Redwire (RDW) filed?

The amendment states it is being filed to report changes in beneficial ownership of Redwire’s common stock by the reporting persons and notes that it reflects a reduction in reported beneficial ownership due to sales of common stock made in open market transactions.

Who exercises voting and dispositive power over the Redwire (RDW) shares in this filing?

The filing states that Michael Greene and David H. Rowe exercise voting and dispositive power over the shares of common stock, warrants and Series A Convertible Preferred Stock held by AE Red Holdings, Edge Autonomy Ultimate Holdings LP, the AE Industrial funds, AE Industrial Partners LP and AE Solutions I, as well as 107,469 shares of common stock held by AE Industrial Partners LP.

How is the 43.2% ownership percentage for Redwire (RDW) calculated?

The 43.2% figure is based on 182,398,369 shares of Redwire common stock, which assumes 165,150,783 shares outstanding as of October 31, 2025 plus shares issuable upon exercise of the 2,000,000 warrants and conversion of the reporting persons’ Series A Convertible Preferred Stock.

Did the AE Industrial–related group buy or sell Redwire (RDW) shares recently?

The amendment explains that the updated ownership reflects a reduction in reported beneficial ownership due to open market sales of Redwire common stock by the reporting persons; a Schedule A referenced in the document lists the specific transactions over the prior 60 days.
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