STOCK TITAN

AE Industrial group trims Redwire (RDW) stake but still holds 38.4%

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

Rhea-AI Filing Summary

AE Industrial Partners–affiliated investors filed Amendment No. 13 to their Schedule 13D on Redwire Corp to report a lower ownership stake after open‑market stock sales. The reporting group now beneficially owns 70,008,236 shares of Redwire common stock, equal to 38.4% of the company’s outstanding common shares.

This combined position includes common shares held directly and indirectly, 2,000,000 warrants exercisable for common stock, and shares of Series A Convertible Preferred Stock that can convert into additional common shares under a stated conversion method.

Positive

  • None.

Negative

  • None.

Insights

AE Industrial’s group remains a dominant Redwire shareholder with 38.4% ownership despite recent sales.

The filing shows AE Industrial–related entities and principals still control 70,008,236 Redwire common shares on a beneficial basis, or 38.4% of the company. This figure blends directly held common shares, 2,000,000 warrants and Series A preferred shares convertible into common stock.

The amendment explicitly notes that the update reflects reduced beneficial ownership after open‑market sales of common stock. However, the group’s remaining percentage indicates continued significant influence over voting and disposition of shares, as Michael Greene and David H. Rowe are described as exercising shared voting and dispositive power over the combined holdings.






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) 22,078,185 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 30,682,465 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) 52,760,650 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) 52,760,650 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) 52,760,650 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) 52,760,650 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) 52,760,650 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) 52,760,650 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:01/30/2026
Edge Autonomy Ultimate Holdings, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/ Vice President
Date:01/30/2026
Michael Robert Greene
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene
Date:01/30/2026
David H Rowe
Signature:/s/ David H Rowe
Name/Title:David H Rowe
Date:01/30/2026
AE INDUSTRIAL PARTNERS FUND II-B, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:01/30/2026
AE INDUSTRIAL PARTNERS FUND II, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:01/30/2026
AE INDUSTRIAL PARTNERS FUND II-A, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Vice President and Assistant Treasurer
Date:01/30/2026
AE INDUSTRIAL PARTNERS STRUCTURED SOLUTIONS I, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:01/30/2026
AEROEQUITY GP, LLC
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:01/30/2026

FAQ

What does the new Schedule 13D/A disclose about AE Industrial’s stake in Redwire (RDW)?

The amendment discloses that AE Industrial–affiliated investors now beneficially own 70,008,236 Redwire common shares, representing 38.4% of the company. This reflects updated holdings after open‑market sales of common stock by the reporting persons.

How many Redwire (RDW) shares are outstanding for the ownership calculation?

The reporting group bases its percentage on 182,398,369 Redwire common shares. This includes 165,150,783 shares outstanding as of October 31, 2025, plus 17,247,586 shares issuable from warrants and Series A Convertible Preferred Stock beneficially owned by the reporting persons.

Who are the main reporting persons in this Redwire (RDW) Schedule 13D/A amendment?

Reporting persons include AE Red Holdings, Edge Autonomy Ultimate Holdings, several AE Industrial Partners funds and entities, and individuals Michael Robert Greene and David H. Rowe. They collectively report shared voting and dispositive power over a combined Redwire equity position.

How much Redwire (RDW) stock does AE Red Holdings, LLC beneficially own?

AE Red Holdings, LLC reports beneficial ownership of 24,078,185 Redwire common shares. This comprises 22,078,185 common shares and 2,000,000 additional shares issuable upon exercise of 2,000,000 warrants to acquire one share of common stock each.

What does the filing say about Michael Greene and David H. Rowe’s role in Redwire (RDW) holdings?

Michael Greene and David H. Rowe are described as exercising voting and dispositive power over shares and preferred stock held by AE Red Holdings, the seller entity, several AE funds and AE Solutions I, plus additional affiliate shares, totaling 70,008,236 beneficially owned common shares.

How are Redwire (RDW) Series A Convertible Preferred shares treated in this ownership filing?

The filing treats Series A Convertible Preferred Stock as convertible into common shares using a stated conversion method of $1,000 per preferred share and a $3.05 initial conversion price. These convertible shares are included when calculating each reporting person’s beneficial ownership percentage.

What transaction activity does the Redwire (RDW) Schedule 13D/A report for the last 60 days?

The amendment notes that all reported recent transactions by the reporting persons were open‑market trades in Redwire common stock. A referenced Schedule A lists these trades over the prior 60 days, and the amendment states no other transactions occurred beyond those and prior disclosures.
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