AE INDUSTRIAL PARTNERS FUND II, LP 4

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.