AE INDUSTRIAL PARTNERS FUND II, LP 4

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).