V2X SEC Filings

American Industrial Partners-affiliated entities reported a Section 16 Form 4 disclosing an insider sale and current holdings in V2X, Inc. (VVX). On 09/11/2025 a sale (code S) of 1,700,000 shares of VVX common stock was reported at a price of $52.203 per share. After the reported transactions, the filing shows 8,000,001 shares beneficially owned indirectly by certain AIP-related entities and an additional 375,420 shares beneficially owned indirectly by Lightship Capital LLC, with all holdings described as indirect. The reporting persons include American Industrial Partners Capital Fund VI, L.P. and related entities; Mr. Dino Cusumano is identified as a senior managing member of AIP GP and a director of the issuer, and the filing includes the standard disclaimer of beneficial ownership by Mr. Cusumano except for pecuniary interest.

Amendment No. 7 to the Schedule 13D for V2X, Inc. updates beneficial ownership and discloses a Rule 144 sale. On September 11, 2025 Vertex Holdco sold 1,700,000 shares at $52.203 per share via Rule 144, reducing its percentage ownership. Under the V2X Shareholders Agreement this reduction triggers the obligation for one director designated by Vertex Holdco to resign no later than the 2026 Annual Meeting; Vertex Holdco expects one of its designated directors to tender a resignation prior to that meeting. The Reporting Persons collectively may beneficially own 8,467,286 shares, representing 26.9% for AIPCF VI, LLC and 25.7% for other affiliated filers based on 31,509,821 shares outstanding as of August 11, 2025, after a 200,000-share repurchase. Aside from the August secondary offering and the September Rule 144 sale, no transactions occurred in the prior 60 days.

Form 4 filing for V2X, Inc. (VVX) reports insider transactions by Director Dino M. Cusumano. The earliest reported transaction occurred on 09/11/2025 and shows a sale of 1,700,000 shares of common stock at a price of $52.203 per share. After the reported transactions, the filing lists 8,000,001 shares beneficially owned indirectly by Vertex Aerospace Holdco LLC and 375,420 shares beneficially owned indirectly by Lightship Capital LLC. The filing explains these holdings arise through a chain of affiliated entities and notes that any action by AIP GP requires unanimous managing member approval. The reporting form was signed by an attorney-in-fact on 09/15/2025.

Form 144 notice by an unnamed insider of V2X, Inc. (symbol VVX) reports a proposed sale of 1,700,000 shares of common stock through RBC Capital Markets on 09/10/2025 at an aggregate market value of $93,415,000. The filing states the company has 31,509,821 shares outstanding, so the proposed sale equals approximately 5.4% of outstanding shares.

The securities were acquired on 07/05/2022 as merger consideration (18,500,001 shares acquired on that date). The filer reports no securities sold in the past three months and includes the standard representation that they are not aware of undisclosed material adverse information about the issuer.

David E. Farnsworth, a director of V2X, Inc. (VVX), received an award of 1,948 restricted stock units (RSUs) on 08/14/2025 that convert one-for-one into V2X common stock. The RSUs carry a reported price of $0, are held directly, and the filing shows 1,948 shares beneficially owned following the grant. The RSUs are scheduled to vest on the earlier of the V2X 2026 Annual Shareholders' Meeting or May 8, 2026. The Form 4 was submitted indicating the reporting person is a director and was signed by an attorney-in-fact on 08/18/2025.

V2X, Inc. (VVX) filed an Initial Statement of Beneficial Ownership (Form 3) for David E. Farnsworth dated 08/14/2025. Mr. Farnsworth is disclosed as a director of the issuer and the filing states no securities are beneficially owned by him. The form was signed by an attorney-in-fact on behalf of the reporting person and includes an Exhibit 24 Power of Attorney.

Dino M. Cusumano, a director of V2X, Inc. (VVX), filed a Form 4 reporting a sale of 2,000,000 shares of the issuer's common stock on 08/11/2025 at a reported price of $50 per share. The filing shows beneficial ownership following the reported transaction of 9,700,001 shares held indirectly by Vertex Aerospace Holdco LLC and 375,420 shares held indirectly by Lightship Capital LLC. Footnotes explain these holdings are held through a chain of private investment entities for which AIP GP is the general partner and disclose that the reporting person may be deemed to share voting and dispositive power, while disclaiming beneficial ownership except to the extent of a pecuniary interest. The Form 4 was signed by an attorney-in-fact on 08/13/2025.

Form 4 summary: Reporting persons affiliated with American Industrial Partners disclosed an insider sale of 2,000,000 shares of V2X, Inc. (VVX) with a reported price of $50 and a transaction date of 08/11/2025. The report shows 9,700,001 shares beneficially owned indirectly following the transaction and an additional 375,420 shares held indirectly as described in the filing.

The filing includes detailed footnotes that explain the ownership chain among several AIP-related entities, note that voting and dispositive actions require unanimous approval of the managing members of AIP GP, and state that Mr. Dino Cusumano may be deemed to share voting power while disclaiming beneficial ownership except to the extent of his pecuniary interest.

Amendment No. 6 updates the Schedule 13D for V2X, Inc. to reflect a registered secondary offering in which Vertex Aerospace Holdco LLC sold 2,000,000 shares of common stock to RBC Capital Markets at $50.00 per share, closing on August 11, 2025. The filing reports aggregate beneficial ownership of 10,167,286 shares composed of 9,700,001 shares held by Vertex Holdco, 375,420 shares held by Lightship Capital LLC and 91,865 shares subject to an irrevocable proxy. The percentage ownership figures are calculated using 31,509,821 shares outstanding after a disclosed repurchase of 200,000 shares on August 11, 2025.

The secondary sale reduced Vertex Holdco’s stake, which under the parties’ shareholders agreement triggers governance changes: two directors designated by Vertex Holdco are expected to resign effective August 14, 2025; Vertex Holdco will be limited to designating one director per board committee and will lose certain consent rights over material corporate actions. The amendment also incorporates by reference the Underwriting Agreement (filed as Exhibit 99.10) and notes a 45-day lock-up by Vertex Holdco from August 8, 2025.