AE INDUSTRIAL PARTNERS FUND II, LP 4
4 · Redwire Corp · Filed Jan 30, 2026
Research Summary
AI-generated summary of this filing
Redwire (RDW) 10% Owner AE Red Holdings Sells 8.78M Shares
What Happened
AE Red Holdings, LLC (a reported 10% owner of Redwire, ticker RDW) sold a total of 8,780,553 Redwire shares across two days for aggregate proceeds of about $114.77 million. On 2026-01-28 AE Red sold 4,847,867 shares at a weighted-average price of $13.29 (proceeds ~$64.43M). On 2026-01-29 AE Red sold 3,932,686 shares at a weighted-average price of $12.80 (proceeds ~$50.34M). These were outright sales (code S) — not purchases or option exercises.
Key Details
- Dates and prices:
- 2026-01-28: 4,847,867 shares, weighted avg $13.29; reported price range $12.87–$13.88 (footnote F1).
- 2026-01-29: 3,932,686 shares, weighted avg $12.80; reported price range $12.28–$13.55 (footnote F4).
- Total shares sold: 8,780,553; total proceeds: approx. $114,766,533.
- Shares owned after the transactions: not specified in the provided summary of the filing.
- Reporting/filer notes:
- AE Red is a 10% owner. Voting and dispositive power over these securities is exercised by Michael Greene and David H. Rowe via AE Industrial Partners-related entities (footnote F2).
- The entities and individuals disclaim beneficial ownership except to the extent of any pecuniary interest (footnote F3).
- Remark notes: Kirk Michael Konert and Michael Robert Greene serve as Managing Partners of AE Industrial Partners, LP, which "may, therefore, be considered a director of the Issuer by deputization."
- Filing timeliness: Form 4 was filed on 2026-01-30 covering the Jan 28–29 transactions; the filing appears timely.
Context
This report reflects large institutional sales by a 10% holder (AE Red) rather than an individual executive. Institutional sales can reflect portfolio rebalancing or other fund-level decisions; the filing itself does not state the seller’s motive. No options, awards, or gifts are involved — these were direct dispositions (S).
Insider Transaction Report
- Sale
Common Stock, par value $0.0001 per share
[F1][F2][F3]2026-01-28$13.29/sh−4,847,867$64,428,152→ 56,693,386 total(indirect: See footnotes) - Sale
Common Stock, par value $0.0001 per share
[F4][F2][F3]2026-01-29$12.80/sh−3,932,686$50,338,381→ 52,760,700 total(indirect: See footnotes)
Footnotes (4)
- [F1]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.87 to $13.88. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote 1 to this Form 4.
- [F2]Voting and dispositive power with respect to the securities held by AE Red Holdings, LLC ("AE Red") and Edge Autonomy Ultimate Holdings, LP ("Edge Seller") is exercised by Michael Greene and David H. Rowe, the managing members of AeroEquity GP, LLC, which is the general partner of AE Industrial Partners Fund II GP, LP, the general partner of each of the AE Funds (as defined below). AE Industrial Partners Fund II-B, LP ("AE Fund II-B"), AE Industrial Partners Fund II, LP ("AE Fund II LP") and AE Industrial Partners Fund II-A, LP ("AE Fund II-A" and together with AE Fund II-B and AE Fund II LP, the "AE Funds") are the controlling equityholders of AE Red and Edge Seller.
- [F3]Each of the foregoing entities and individuals disclaims beneficial ownership of the shares reported hereby, except to the extent of their pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose.
- [F4]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.28 to $13.55. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote 4 to this Form 4.