AE INDUSTRIAL PARTNERS FUND II, LP 4
4 · Redwire Corp · Filed Feb 3, 2026
Research Summary
AI-generated summary of this filing
Redwire (RDW) AE Red Holdings (10% Owner) Sells Shares
What Happened
- AE Red Holdings, LLC (a reported 10% owner of Redwire Corp, ticker RDW) sold a total of 2,862,305 shares in open-market dispositions. On 2026-01-30 it sold 1,550,179 shares at a weighted average price of $12.65 for proceeds of $19,609,764 (individual trade prices ranged $12.00–$14.088). On 2026-02-02 it sold 1,312,126 shares at a weighted average price of $11.12 for proceeds of $14,590,841 (individual trade prices ranged $11.00–$11.71). Total proceeds across both transactions were about $34.2 million. These were sales (dispositions), not purchases.
Key Details
- Transaction dates and reported weighted-average prices:
- 2026-01-30: 1,550,179 shares @ $12.65 (range $12.00–$14.088) = $19,609,764
- 2026-02-02: 1,312,126 shares @ $11.12 (range $11.00–$11.71) = $14,590,841
- Shares owned after transaction: Not specified in the excerpt of the filing.
- Footnotes of note:
- Weighted-average prices reported; seller says it can provide breakdown of per-trade prices on request (Footnotes F1, F4).
- Voting/dispositive power is exercised by Michael Greene and David H. Rowe via the GP structure; AE Industrial Partners funds are controlling equityholders of AE Red (Footnote F2).
- Entities/individuals disclaim beneficial ownership except to the extent of any pecuniary interest (Footnote F3).
- Filing timeliness: Form 4 was filed on 2026-02-03 and reports transactions on 2026-01-30 and 2026-02-02; these filings are within the typical two-business-day reporting window and thus appear timely.
- Remark: The filing notes that 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."
Context
- These are institutional sales by a reported >10% holder (AE Red / related AE Funds) rather than direct insider purchases by company executives; institutional sales can reflect portfolio rebalancing or monetization and do not by themselves indicate misconduct or company fundamentals.
- For retail investors, purchases by insiders tend to be more directly informative; reported sales like these are routine to large holders but are material in size (~$34.2M) and worth noting for share-supply impact.
Insider Transaction Report
Form 4
Redwire CorpRDW
AE RED HOLDINGS, LLC
Director10% Owner
Transactions
- Sale
Common Stock, par value $0.0001 per share
[F1][F2][F3]2026-01-30$12.65/sh−1,550,179$19,609,764→ 51,210,521 total(indirect: See footnotes) - Sale
Common Stock, par value $0.0001 per share
[F4][F2][F3]2026-02-02$11.12/sh−1,312,126$14,590,841→ 49,898,395 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 $12.00 to $14.088. 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 $11.00 to $11.71. 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.
Signature
/s/ Alexander M. Schwartz by Power of Attorney|2026-02-03