V2X insider group sells 2.25M VVX shares, retains 6.1M stake
Rhea-AI Filing Summary
V2X, Inc. (VVX) reported a significant insider sale of common stock by a director-affiliated investment group. On 11/13/2025, the reporting persons sold 2,250,000 shares of V2X common stock at a price of $55 per share, as shown in Table I of the filing. After this transaction, they continued to beneficially own 5,750,001 shares held indirectly through Vertex Aerospace Holdco LLC and an additional 375,420 shares held indirectly through Lightship Capital LLC.
The filing explains that these entities are controlled through American Industrial Partners investment vehicles, and that any voting or dispositive decisions by AIPCF VI LLC require a unanimous vote of its managing members. Each managing member disclaims beneficial ownership of the reported shares beyond his pecuniary interest.
Positive
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Negative
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Insights
Large indirect shareholder and director reports sale of 2.25M VVX shares at $55, while retaining a sizable indirect equity position.
The filing shows a reporting group tied to American Industrial Partners entities, including **Vertex Aerospace Holdco LLC** and **Lightship Capital LLC**, disposing of 2,250,000 shares of **V2X, Inc.** common stock at
After this sale, the group reports continued indirect ownership of 5,750,001 shares through Vertex Holdco and 375,420 shares through Lightship. The filing explains a layered ownership structure where **AIPCF VI LLC** acts as general partner or managing member of the relevant funds and entities, and where voting and dispositive decisions require a unanimous vote of AIP GP’s managing members. Each managing member expressly disclaims beneficial ownership beyond any pecuniary interest, which limits personal attribution of these holdings.
This transaction reduces the group’s reported position but leaves a significant stake outstanding, so these entities remain important shareholders and a board-level presence continues, as the filer is identified as a director. The concentration of remaining ownership within fund-controlled vehicles, and the unanimity requirement for decisions noted in the footnotes, will matter most around future governance actions or additional share sales. The key date to keep in mind from this filing is the transaction date of
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock | 2,250,000 | $55.00 | $123.75M |
| holding | Common Stock | -- | -- | -- |
Footnotes (1)
- These shares are held directly by Vertex Aerospace Holdco LLC ("Vertex Holdco"). AIPCF VI LLC ("AIP GP") is the general partner of American Industrial Partners Capital Fund VI, L.P. ("AIP Fund VI") and the managing member of AIP Vertex GP LLC, which is the general partner of AIPCF VI Vertex Aerospace Funding LP ("Vertex Funding"). Vertex Holdco is a direct, wholly owned subsidiary of Vertex Funding. These shares are held directly by Lightship Capital LLC ("Lightship"). AIP GP is the general partner of AIPCF VI Credit Opportunity Fund, LP, which is the sole member of Lightship. Any action by AIP GP with respect to these shares, including voting and dispositive decisions, requires a unanimous vote of the managing members of AIP GP. Accordingly, each of the managing members of AIP GP may be deemed to share voting and dispositive power with respect to the shares held by the Reporting Persons. (Continued from Footnote 3) Each of the managing members of AIP GP disclaims beneficial ownership of the shares of common stock held by the Reporting Persons, except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the reported shares for purposes of Section 16 or for any other purpose.
