STOCK TITAN

Private equity holders of Redwire (RDW) now report 8.3% ownership

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

Rhea-AI Filing Summary

Redwire Corp’s major shareholders have updated their stake in the company. An AE Industrial Partners–affiliated group filed Amendment No. 20 to its Schedule 13D, reporting a lower beneficial ownership after selling common stock in open‑market transactions.

The reporting persons now beneficially own 17,366,857 shares of Redwire common stock, equal to 8.3% of the company’s outstanding shares. This position includes 107,469 common shares, 2,000,000 shares issuable upon exercise of warrants, 15,247,586 shares issuable upon conversion of Series A Convertible Preferred Stock, and 11,802 shares issuable from restricted stock units vesting on May 22, 2026.

Positive

  • None.

Negative

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Beneficial ownership 17,366,857 shares Aggregate Redwire common stock beneficially owned by reporting persons
Ownership percentage 8.3% Percent of Redwire common stock represented by 17,366,857 shares
Assumed shares outstanding 209,235,193 shares Assumed Redwire common shares outstanding for ownership calculation
Common shares outstanding 191,975,804 shares Redwire common shares outstanding as of February 23, 2026
Warrants position 2,000,000 shares Common shares issuable upon exercise of 2,000,000 warrants
Series A conversion pool 15,247,586 shares Common shares issuable from 46,505.13 Series A Convertible Preferred shares
Conversion price $3.05 per share Initial conversion price used for Series A Convertible Preferred Stock
RSUs 11,802 shares Common shares issuable from restricted stock units vesting May 22, 2026
Schedule 13D regulatory
"The filed with the Commission on September 2, 2021, as amended by Amendment No. 1... (collectively, the "Existing 13D")"
A Schedule 13D is a legal document that investors file with regulators when they buy a large enough stake in a company to potentially influence its management or decisions. It provides details about the investor’s intention, ownership stake, and plans, helping other investors understand who is gaining control and what their motives might be.
beneficial ownership financial
"The Amendment is being filed to report changes in the beneficial ownership of the Reporting Persons"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Series A Convertible Preferred Stock financial
"15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock"
Series A convertible preferred stock is a class of shares sold in an early funding round that gives investors a mix of protection and upside: it pays a priority claim over common shares if the company is sold or closes, but can be converted into ordinary shares to share in future growth. Think of it like a hybrid between a safer stake and a ticket to ownership; it matters to investors because it affects who controls the company, how future gains are split, and how much their investment is protected from downside.
Warrants financial
"2,000,000 shares of Common Stock issuable upon the exercise of 2,000,000 warrants to acquire one share of Common Stock ("Warrants")"
Warrants are special documents that give you the right to buy a company's stock at a set price before a certain date. They are often used as a way for companies to attract investors or raise money, and their value can increase if the company's stock price goes up.
restricted stock units financial
"11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
open market transactions financial
"reflects a reduction in reported beneficial ownership due to sales of Common Stock made by the Reporting Persons in open market transactions"
Open market transactions are the buying and selling of a company’s shares or other securities conducted on public exchanges or through the wider market rather than through private deals or negotiated placements. They matter to investors because these trades change supply and demand in real time—like shoppers affecting a store’s inventory—and so can move prices, signal management or investor sentiment, affect liquidity, and alter ownership stakes that influence future returns and risk.





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)
04/22/2026

(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) 107,469 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






SCHEDULE 13D




Comment for Type of Reporting Person:
Rows 8, 10 and 11 each represent (i) 107,469 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) 107,469 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) 107,469 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) 107,469 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) 107,469 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) 107,469 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:04/24/2026
Edge Autonomy Ultimate Holdings, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/ Vice President
Date:04/24/2026
Michael Robert Greene
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene
Date:04/24/2026
David H Rowe
Signature:/s/ David H Rowe
Name/Title:David H Rowe
Date:04/24/2026
AE INDUSTRIAL PARTNERS FUND II-B, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:04/24/2026
AE INDUSTRIAL PARTNERS FUND II, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:04/24/2026
AE INDUSTRIAL PARTNERS FUND II-A, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Vice President and Assistant Treasurer
Date:04/24/2026
AE INDUSTRIAL PARTNERS STRUCTURED SOLUTIONS I, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:04/24/2026
AEROEQUITY GP, LLC
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:04/24/2026

FAQ

What stake in Redwire Corp (RDW) do the reporting persons now hold?

The reporting group now beneficially owns 17,366,857 Redwire common shares, representing 8.3% of the company. This total includes existing common stock plus shares issuable from warrants, preferred stock conversion, and restricted stock units.

Why was Amendment No. 20 to the Redwire (RDW) Schedule 13D filed?

Amendment No. 20 was filed to report changes in beneficial ownership of Redwire common stock. The filing reflects a reduction in the group’s reported stake due to sales of common shares executed in open market transactions.

How many Redwire (RDW) shares are assumed outstanding in this filing?

The filing assumes 209,235,193 Redwire common shares outstanding. This is based on 191,975,804 shares reported in the latest Form 10-K plus shares issuable from warrants, Series A preferred stock, and certain restricted stock units.

What securities make up the reporting group’s Redwire (RDW) position?

Their position combines 107,469 common shares, 2,000,000 shares issuable from warrants, 15,247,586 shares issuable from Series A Convertible Preferred Stock, and 11,802 shares issuable from restricted stock units scheduled to vest on May 22, 2026.

Who controls voting and dispositive power over the Redwire (RDW) shares?

Michael Greene and David H. Rowe exercise voting and dispositive power over the warrants, Series A Convertible Preferred Stock, and certain common shares and restricted stock units, resulting in aggregate beneficial ownership of 17,366,857 Redwire shares.

How was the Series A Convertible Preferred Stock in Redwire (RDW) valued for conversion?

Each share of Series A Convertible Preferred Stock has a $1,000 initial value and uses an initial conversion price of $3.05 per Redwire common share, which determines how many common shares the preferred holdings can be converted into.