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Redwire (RDW) owners AE Industrial affiliates report 53.9% control stake

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SCHEDULE 13D/A

Rhea-AI Filing Summary

Redwire Corp's largest shareholders have updated their ownership disclosure, showing a majority stake under a coordinated group. The Schedule 13D/A Amendment No. 10 reports that entities affiliated with AE Industrial Partners, together with Michael Robert Greene and David H. Rowe, beneficially own 98,235,027 shares of Redwire common stock, or 53.9% of the company, assuming 182,398,369 shares outstanding including shares issuable from warrants and preferred stock.

The filing explains that this amendment reflects a reduction in reported beneficial ownership resulting from open market sales of common stock by the reporting persons. AE Red Holdings, Edge Autonomy Ultimate Holdings and several AE Industrial Partners funds collectively hold common shares, 2,000,000 warrants and Series A Convertible Preferred Stock that can convert into additional common shares. Greene and Rowe are described as exercising voting and dispositive power over these holdings, illustrating that Redwire remains effectively controlled by this shareholder group even after the recent sales.

Positive

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Negative

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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) 33,849,907 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 47,137,534 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) 80,987,441 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) 80,987,441 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) 80,987,441 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) 80,987,441 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) 80,987,441 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) 80,987,441 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:01/09/2026
Edge Autonomy Ultimate Holdings, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/ Vice President
Date:01/09/2026
Michael Robert Greene
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene
Date:01/09/2026
David H Rowe
Signature:/s/ David H Rowe
Name/Title:David H Rowe
Date:01/09/2026
AE INDUSTRIAL PARTNERS FUND II-B, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:01/09/2026
AE INDUSTRIAL PARTNERS FUND II, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:01/09/2026
AE INDUSTRIAL PARTNERS FUND II-A, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Vice President and Assistant Treasurer
Date:01/09/2026
AE INDUSTRIAL PARTNERS STRUCTURED SOLUTIONS I, LP
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:01/09/2026
AEROEQUITY GP, LLC
Signature:/s/ Michael Robert Greene
Name/Title:Michael Robert Greene/Managing Member
Date:01/09/2026

FAQ

What does Redwire Corp (RDW) disclose in this Schedule 13D/A Amendment No. 10?

The amendment updates the ownership position of a group of major shareholders affiliated with AE Industrial Partners. It states that these reporting persons, including Michael Robert Greene and David H. Rowe, now beneficially own 98,235,027 shares of Redwire common stock, representing 53.9% of the company on an as-converted basis.

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

The main reporting persons include AE Red Holdings, LLC, Edge Autonomy Ultimate Holdings, LP, several AE Industrial Partners funds Aeroequity GP, LLC, and individuals Michael Robert Greene and David H. Rowe.

How much of Redwire Corp (RDW) do the reporting persons beneficially own?

The reporting group discloses aggregate beneficial ownership of 98,235,027 shares of common stock, or 53.9% of Redwire’s common stock. This percentage is based on 182,398,369 shares outstanding, which includes 165,150,783 shares reported in Redwire’s Form 10-Q plus 17,247,586 shares issuable from warrants and Series A Convertible Preferred Stock.

What securities beyond common stock are referenced in this Redwire (RDW) filing?

The filing references 2,000,000 warrants to acquire common stock and Series A Convertible Preferred Stock. Various AE Industrial Partners funds and AE Industrial Partners Structured Solutions I, LP hold Series A Convertible Preferred Stock that is convertible into common shares using a stated conversion method based on a $1,000 per share initial value and a $3.05 conversion price.

Why was this amendment to the Redwire (RDW) Schedule 13D filed?

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

How do Michael Robert Greene and David H. Rowe relate to the Redwire (RDW) shareholdings?

The filing explains 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, the AE Industrial Partners funds and AE Industrial Partners Structured Solutions I, as well as 107,469 shares held by AE Industrial Partners LP. This results in their aggregate beneficial ownership of 98,235,027 shares.

How is the ownership percentage for Redwire (RDW) calculated in this filing?

The 53.9% ownership figure is calculated using 165,150,783 shares of Redwire common stock outstanding as of October 31, 2025, as reported in the company’s Form 10-Q, plus 2,000,000 shares underlying warrants and 15,247,586 shares issuable upon conversion of 46,505.13 shares of Series A Convertible Preferred Stock.

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