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[SCHEDULE 13D/A] V2X, Inc. SEC Filing

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Form Type
SCHEDULE 13D/A

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.

Emendamento n. 7 allo Schedule 13D di V2X, Inc. aggiorna la titolarità benefica e comunica una vendita ai sensi della Rule 144. Il 11 settembre 2025 Vertex Holdco ha venduto 1.700.000 azioni a 52,203 USD per azione mediante Rule 144, riducendo la propria partecipazione. Secondo l’accordo tra azionisti di V2X, questa riduzione attiva l’obbligo per un amministratore designato da Vertex Holdco di dimettersi entro e non oltre l’Assemblea annuale 2026; Vertex Holdco prevede che uno dei propri amministratori designati presenti le dimissioni prima di tale riunione. I Partecipanti della segnalazione nel loro insieme possono possedere in modo benefico 8.467.286 azioni, pari al 26,9% per AIPCF VI, LLC e al 25,7% per gli altri firmatari affiliati, basandosi su 31.509.821 azioni in circolazione al 11 agosto 2025, dopo un riacquisto di 200.000 azioni. A parte l’offerta secondaria di agosto e la vendita Rule 144 di settembre, non si sono verificati altri movimenti nei precedenti 60 giorni.
Enmienda No. 7 al Schedule 13D de V2X, Inc. actualiza la titularidad beneficiosa y divulga una venta conforme a Rule 144. El 11 de septiembre de 2025 Vertex Holdco vendió 1.700.000 acciones a 52,203 USD por acción mediante Rule 144, reduciendo su participación. Bajo el Acuerdo de Accionistas de V2X, esta reducción activa la obligación de que un director designado por Vertex Holdco renuncie a más tardar en la Asamblea Anual de 2026; Vertex Holdco espera que uno de sus directores designados presente su renuncia antes de esa reunión. Las Personas Informantes, en conjunto, pueden poseer beneficiosamente 8.467.286 acciones, que representan el 26,9% para AIPCF VI, LLC y el 25,7% para otros presentadores afiliados, basándose en 31.509.821 acciones en circulación al 11 de agosto de 2025, tras una recompra de 200.000 acciones. Aparte de la oferta secundaria de agosto y la venta Rule 144 de septiembre, no se registraron transacciones en los últimos 60 días.
V2X, Inc.에 대한 Schedule 13D의 Amendment No. 7은 유익 소유권을 업데이트하고 Rule 144 매도를 공시합니다. 2025년 9월 11일 Vertex Holdco가 Rule 144를 통해 주당 52.203달러로 1,700,000주를 매도하여 지분율이 감소했습니다. V2X 주주계약에 따라 이 감소는 Vertex Holdco가 지정한 이사 한 명이 2026년 정기주총까지 사임해야 하는 의무를 촉발합니다. Vertex Holdco는 해당 이사 중 한 명이 그 회의 전에 사임서를 제출하기를 기대합니다. 보고인들은 총 8,467,286주를 유익하게 보유할 수 있으며, 이는 2025년 8월 11일 현재 발행주식 31,509,821주 중 AIPCF VI, LLC의 지분 26.9% 및 다른 계열 공시인들의 지분 25.7%를 나타냅니다(200,000주 재매입 후). 8월의 2차 공모와 9월 Rule 144 매도를 제외하면, 지난 60일 간 다른 거래는 발생하지 않았습니다.
Amendement n° 7 au Schedule 13D de V2X, Inc. met à jour la propriété bénéficiaire et divulgue une vente conforme à la Rule 144. Le 11 septembre 2025, Vertex Holdco a vendu 1 700 000 actions à 52,203 USD par action via la Rule 144, réduisant sa participation. En vertu de l’accord entre actionnaires de V2X, cette réduction déclenche l’obligation pour l’un des administrateurs désignés par Vertex Holdco de démissionner au plus tard lors de l’Assemblée annuelle 2026; Vertex Holdco prévoit qu’un de ses administrateurs désignés soumettra sa démission avant cette réunion. Les personnes déclarantes peuvent collectivement détenir 8 467 286 actions, soit 26,9 % pour AIPCF VI, LLC et 25,7 % pour les autres déclarants affiliés, sur la base de 31 509 821 actions en circulation au 11 août 2025, après un rachat de 200 000 actions. À l’exception de l’offre secondaire d’août et de la vente Rule 144 de septembre, aucune autre transaction n’a eu lieu au cours des 60 derniers jours.
Zusatz Nr. 7 zum Schedule 13D von V2X, Inc. aktualisiert das wirtschaftliche Eigentum und weist einen Verkauf nach Rule 144 aus. Am 11. September 2025 hat Vertex Holdco 1.700.000 Aktien zu 52,203 USD pro Aktie über Rule 144 verkauft, wodurch der Eigentumsanteil sinkt. Gemäß der V2X-Aktionärsvereinbarung löst diese Reduktion die Verpflichtung aus, dass ein von Vertex Holdco benannter Direktor spätestens auf der Jahresversammlung 2026 zurücktreten muss; Vertex Holdco erwartet, dass einer seiner benannten Direktoren vor dieser Versammlung seinen Rücktritt einreicht. Die meldenden Personen können zusammen möglicherweise 8.467.286 Aktien besitzen, was 26,9% für AIPCF VI, LLC und 25,7% für andere affiliierte Einreicher basierend auf 31.509.821 ausstehenden Aktien am 11. August 2025 entspricht, nach einem Aktienrückkauf von 200.000 Aktien. Abgesehen von dem August-Secondary-Offering und dem September-Verkauf nach Rule 144 gab es in den letzten 60 Tagen keine weiteren Transaktionen.
التعديل رقم 7 على الجدول 13D لشركة V2X, Inc. يقوم بتحديث الملكية المستفيدة وكشف بيعاً وفق Rule 144. في 11 سبتمبر 2025 باع Vertex Holdco 1,700,000 سهم بسعر 52.203 دولار للسهم عبر Rule 144، مما خفض نسبته. وبموجب اتفاق المساهمين في V2X، فإن هذا التخفيض يحفز الالتزام بأن يستقيل أحد المديرين المعينين من قبل Vertex Holdco مع أقرب اجتماع سنوي حتى عام 2026؛ وتتوقع Vertex Holdco أن يقدّم أحد مديرّيها المعينين استقالته قبل ذلك الاجتماع. قد يمتلك مقدمو الإبلاغ بشكل collectively 8,467,286 سهماً، تمثل 26.9% لشركة AIPCF VI, LLC و25.7% للمقدّمين الآخرين المرتبطين وفقاً لعدد 31,509,821 سهم قائم في 11 أغسطس 2025، بعد إعادة شراء 200,000 سهم. بخلاف عرض أغسطس الثانوي وبيع Rule 144 في سبتمبر، لم تحدث معاملات أخرى في 60 يوماً السابقة.
对 V2X, Inc. 的 Schedule 13D 的第 7 号修正案更新了受益所有权并披露了 Rule 144 的出售。2025 年 9 月 11 日,Vertex Holdco 通过 Rule 144 以每股 52.203 美元出售了 1,700,000 股,降低了其持股比例。根据 V2X 股东协议,此次减持触发 Vertex Holdco 指定的一名董事在 2026 年年度股东大会之前辞职的义务;Vertex Holdco 预计其指定董事中的一名在该会议前提交辞职。申报人合计可能实际持有 8,467,286 股,占 2025 年 8 月 11 日公告在外流通股数 31,509,821 股的 26.9%(对 AIPCF VI, LLC)以及对其他关联申报人 25.7% 的比例,在 2025 年 8 月回购 200,000 股之后。除 8 月份的二次发行和 9 月的 Rule 144 出售外,过去 60 天内未发生其他交易。
Positive
  • Transparent disclosure of the Rule 144 sale, price per share ($52.203) and resulting governance consequences
  • Aggregate beneficial ownership updated with clear share counts and percentage basis (31,509,821 shares outstanding post-repurchase)
Negative
  • Reduction in ownership following the 1,700,000-share sale which triggers the resignation of a Vertex Holdco-designated director
  • Potential governance uncertainty because the filing does not identify which director will resign or how board composition will change

Insights

TL;DR: A disclosed secondary sale reduced ownership modestly; reporting is routine and transparent with limited immediate financial effect.

The September 2025 Rule 144 sale of 1.7 million shares at $52.203 each reduces Vertex Holdco's stake and leads to a governance change under the shareholders agreement. The filing restates aggregated beneficial ownership across affiliated entities and clarifies share counts after a recent 200,000-share repurchase. Financially, the sale appears to be a liquidity event by an affiliate, not an operational report; the filing contains no earnings or new financing details. Impact on control is measurable but not eliminating substantial influence given remaining ~25–27% combined holdings.

TL;DR: Governance consequence is material: reduced ownership triggers a designated director resignation, altering board representation.

The required resignation of one Vertex Holdco-designated director is a material governance outcome disclosed here. While the reporting persons continue to hold a significant stake, the forced board seat change could affect council composition and strategic influence tied to the shareholders agreement. The filing appropriately discloses the causative transaction and anticipated timing of the resignation but does not specify which director will resign, leaving uncertainty about continuity of representation and any attendant board committee assignments.

Emendamento n. 7 allo Schedule 13D di V2X, Inc. aggiorna la titolarità benefica e comunica una vendita ai sensi della Rule 144. Il 11 settembre 2025 Vertex Holdco ha venduto 1.700.000 azioni a 52,203 USD per azione mediante Rule 144, riducendo la propria partecipazione. Secondo l’accordo tra azionisti di V2X, questa riduzione attiva l’obbligo per un amministratore designato da Vertex Holdco di dimettersi entro e non oltre l’Assemblea annuale 2026; Vertex Holdco prevede che uno dei propri amministratori designati presenti le dimissioni prima di tale riunione. I Partecipanti della segnalazione nel loro insieme possono possedere in modo benefico 8.467.286 azioni, pari al 26,9% per AIPCF VI, LLC e al 25,7% per gli altri firmatari affiliati, basandosi su 31.509.821 azioni in circolazione al 11 agosto 2025, dopo un riacquisto di 200.000 azioni. A parte l’offerta secondaria di agosto e la vendita Rule 144 di settembre, non si sono verificati altri movimenti nei precedenti 60 giorni.
Enmienda No. 7 al Schedule 13D de V2X, Inc. actualiza la titularidad beneficiosa y divulga una venta conforme a Rule 144. El 11 de septiembre de 2025 Vertex Holdco vendió 1.700.000 acciones a 52,203 USD por acción mediante Rule 144, reduciendo su participación. Bajo el Acuerdo de Accionistas de V2X, esta reducción activa la obligación de que un director designado por Vertex Holdco renuncie a más tardar en la Asamblea Anual de 2026; Vertex Holdco espera que uno de sus directores designados presente su renuncia antes de esa reunión. Las Personas Informantes, en conjunto, pueden poseer beneficiosamente 8.467.286 acciones, que representan el 26,9% para AIPCF VI, LLC y el 25,7% para otros presentadores afiliados, basándose en 31.509.821 acciones en circulación al 11 de agosto de 2025, tras una recompra de 200.000 acciones. Aparte de la oferta secundaria de agosto y la venta Rule 144 de septiembre, no se registraron transacciones en los últimos 60 días.
V2X, Inc.에 대한 Schedule 13D의 Amendment No. 7은 유익 소유권을 업데이트하고 Rule 144 매도를 공시합니다. 2025년 9월 11일 Vertex Holdco가 Rule 144를 통해 주당 52.203달러로 1,700,000주를 매도하여 지분율이 감소했습니다. V2X 주주계약에 따라 이 감소는 Vertex Holdco가 지정한 이사 한 명이 2026년 정기주총까지 사임해야 하는 의무를 촉발합니다. Vertex Holdco는 해당 이사 중 한 명이 그 회의 전에 사임서를 제출하기를 기대합니다. 보고인들은 총 8,467,286주를 유익하게 보유할 수 있으며, 이는 2025년 8월 11일 현재 발행주식 31,509,821주 중 AIPCF VI, LLC의 지분 26.9% 및 다른 계열 공시인들의 지분 25.7%를 나타냅니다(200,000주 재매입 후). 8월의 2차 공모와 9월 Rule 144 매도를 제외하면, 지난 60일 간 다른 거래는 발생하지 않았습니다.
Amendement n° 7 au Schedule 13D de V2X, Inc. met à jour la propriété bénéficiaire et divulgue une vente conforme à la Rule 144. Le 11 septembre 2025, Vertex Holdco a vendu 1 700 000 actions à 52,203 USD par action via la Rule 144, réduisant sa participation. En vertu de l’accord entre actionnaires de V2X, cette réduction déclenche l’obligation pour l’un des administrateurs désignés par Vertex Holdco de démissionner au plus tard lors de l’Assemblée annuelle 2026; Vertex Holdco prévoit qu’un de ses administrateurs désignés soumettra sa démission avant cette réunion. Les personnes déclarantes peuvent collectivement détenir 8 467 286 actions, soit 26,9 % pour AIPCF VI, LLC et 25,7 % pour les autres déclarants affiliés, sur la base de 31 509 821 actions en circulation au 11 août 2025, après un rachat de 200 000 actions. À l’exception de l’offre secondaire d’août et de la vente Rule 144 de septembre, aucune autre transaction n’a eu lieu au cours des 60 derniers jours.
Zusatz Nr. 7 zum Schedule 13D von V2X, Inc. aktualisiert das wirtschaftliche Eigentum und weist einen Verkauf nach Rule 144 aus. Am 11. September 2025 hat Vertex Holdco 1.700.000 Aktien zu 52,203 USD pro Aktie über Rule 144 verkauft, wodurch der Eigentumsanteil sinkt. Gemäß der V2X-Aktionärsvereinbarung löst diese Reduktion die Verpflichtung aus, dass ein von Vertex Holdco benannter Direktor spätestens auf der Jahresversammlung 2026 zurücktreten muss; Vertex Holdco erwartet, dass einer seiner benannten Direktoren vor dieser Versammlung seinen Rücktritt einreicht. Die meldenden Personen können zusammen möglicherweise 8.467.286 Aktien besitzen, was 26,9% für AIPCF VI, LLC und 25,7% für andere affiliierte Einreicher basierend auf 31.509.821 ausstehenden Aktien am 11. August 2025 entspricht, nach einem Aktienrückkauf von 200.000 Aktien. Abgesehen von dem August-Secondary-Offering und dem September-Verkauf nach Rule 144 gab es in den letzten 60 Tagen keine weiteren Transaktionen.





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:
Row 8, 10 and 11. Includes 8,000,001 shares owned directly by Vertex Aerospace Holdco LLC ("Vertex Holdco") and indirectly by American Industrial Partners Capital Fund VI, L.P. ("AIP Fund VI") and AIPCF VI Vertex Aerospace Funding LP ("Vertex Funding"). Row 8 and 11. Includes 91,865 shares over which Vertex Holdco holds an irrevocable proxy that entitles it to vote the shares with respect to certain matters. See Item 6 of the Original Schedule 13D. Row 13. Based on 31,509,821 shares of Common Stock outstanding as of August 11, 2025.


SCHEDULE 13D




Comment for Type of Reporting Person:
Row 8, 10 and 11. Includes 8,000,001 shares owned directly by Vertex Holdco and indirectly by AIP Fund VI and Vertex Funding. Row 8 and 11. Includes 91,865 shares over which Vertex Holdco holds an irrevocable proxy that entitles it to vote the shares with respect to certain matters. See Item 6 of the Original Schedule 13D. Row 13. Based on 31,509,821 shares of Common Stock outstanding as of August 11, 2025.


SCHEDULE 13D




Comment for Type of Reporting Person:
Row 8 and 11. Includes 91,865 shares over which Vertex Holdco holds an irrevocable proxy that entitles it to vote the shares with respect to certain matters. See Item 6 of the Original Schedule 13D. Row 13. Based on 31,509,821 shares of Common Stock outstanding as of August 11, 2025.


SCHEDULE 13D




Comment for Type of Reporting Person:
Row 8, 10 and 11. Includes (i) 8,000,001 shares owned directly by Vertex Holdco and indirectly by AIP Fund VI and Vertex Funding, and (ii) 375,420 shares owned directly by Lightship Capital LLC ("Lightship"). As described in Item 2 herein, each of AIP Fund VI, Vertex Funding, Vertex Holdco and Lightship are under common control of AIPCF VI, LLC ("AIP GP" and, together with AIP Fund VI, Vertex Funding, Vertex Holdco and Lightship, the "Reporting Persons"). Row 8 and 11. Includes 91,865 shares over which Vertex Holdco holds an irrevocable proxy that entitles it to vote the shares with respect to certain matters. See Item 6 of the Original Schedule 13D. Row 13. Based on 31,509,821 shares of Common Stock outstanding as of August 11, 2025.


SCHEDULE 13D




Comment for Type of Reporting Person:
Row 13. Based on 31,509,821 shares of Common Stock outstanding as of August 11, 2025.


SCHEDULE 13D


American Industrial Partners Capital Fund VI, L.P.
Signature:By: AIPCF VI, LLC, its general partner By: /s/ Stan Edme
Name/Title:Stan Edme, Managing Member and VP
Date:09/15/2025
AIPCF VI Vertex Aerospace Funding LP
Signature:By: AIP Vertex GP LLC, its general partner By: /s/ Stan Edme
Name/Title:Stan Edme, Managing Member and VP
Date:09/15/2025
Vertex Aerospace Holdco LLC
Signature:/s/ Joel M. Rotroff
Name/Title:Joel M. Rotroff, President
Date:09/15/2025
AIPCF VI, LLC
Signature:/s/ Stan Edme
Name/Title:Stan Edme, Managing Member and VP
Date:09/15/2025
Lightship Capital LLC
Signature:/s/ Stan Edme
Name/Title:Stan Edme, VP
Date:09/15/2025

FAQ

What did the Schedule 13D/A filed for V2X (VVX) disclose about recent share sales?

The filing discloses that Vertex Holdco sold 1,700,000 shares on September 11, 2025 under Rule 144 at $52.203 per share.

How many shares do the reporting persons beneficially own after this amendment?

The Reporting Persons may be deemed to beneficially own an aggregate of 8,467,286 shares of Common Stock in total.

What percent of V2X does that ownership represent?

Percentages disclosed include 26.9% for AIPCF VI, LLC and 25.7% for the other affiliated filers, based on 31,509,821 shares outstanding as of August 11, 2025.

Does the amendment indicate any board changes at V2X (VVX)?

Yes. Because of the reduced ownership from the September 2025 sale and the V2X Shareholders Agreement, one director designated by Vertex Holdco is required to resign

Were there any other transactions reported recently by the reporting persons?

Aside from the August 2025 secondary offering and the September 2025 Rule 144 sale, the filing states no transactions in the Common Stock occurred during the past 60 days by the Reporting Persons.
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