Home/Filings/4/0001104659-26-010902
4//SEC Filing

AE INDUSTRIAL PARTNERS FUND II, LP 4

Accession 0001104659-26-010902

CIK 0001819810other

Filed

Feb 4, 7:00 PM ET

Accepted

Feb 5, 4:17 PM ET

Size

19.4 KB

Accession

0001104659-26-010902

Research Summary

AI-generated summary of this filing

Updated

Redwire (RDW) 10% Owner AE Red Holdings Sells Shares

What Happened
AE Red Holdings, LLC (a reported 10% owner) sold a total of 3,368,903 shares of Redwire Corp (RDW) in open-market/private sales on February 3–4, 2026. The large tranche on Feb 3 was 3,357,142 shares at a weighted average price of $11.18 for proceeds of $37,532,848; an additional 11,761 shares were sold on Feb 4 at $11.18 for $131,488. Combined proceeds reported: $37,664,336. These were sales (not purchases), so they represent disposition of holdings rather than insider buying.

Key Details

  • Transaction dates & prices: Feb 3, 2026 — 3,357,142 shares @ weighted avg $11.18; Feb 4, 2026 — 11,761 shares @ $11.18. Filing notes prices in multiple trades ranged $11.00–$11.41.
  • Total shares sold: 3,368,903; total proceeds: $37,664,336.
  • Shares owned after transaction: Not specified in the provided excerpt of the filing.
  • Footnotes: F1 notes the $11.18 is a weighted-average and that trades ranged $11.00–$11.41; F2–F3 explain voting/dispositive power is exercised by managing members Michael Greene and David H. Rowe via related AE Industrial Partners entities and that the reporting entities disclaim beneficial ownership except to the extent of pecuniary interest; F4 reiterates multiple transactions at $11.18.
  • Timeliness: Filing dated Feb 5, 2026 for transactions Feb 3–4, 2026 — appears to be filed within the typical 2-business-day Form 4 window.

Context
This filing is from a 10% institutional owner (AE Red/related AE funds) rather than an individual executive. Institutional sales often reflect portfolio or fund-level decisions rather than a personal view of the company; the filing’s footnotes show control and discretion are exercised through AE Industrial Partners entities. No options exercise, awards, or purchases are reported here.

Insider Transaction Report

Form 4
Period: 2026-02-03
AE RED HOLDINGS, LLC
Director10% Owner
Transactions
  • Sale

    Common Stock, par value $0.0001 per share

    [F1][F2][F3]
    2026-02-03$11.18/sh3,357,142$37,532,84846,541,253 total(indirect: See footnotes)
  • Sale

    Common Stock, par value $0.0001 per share

    [F4][F2][F3]
    2026-02-04$11.18/sh11,761$131,48846,529,492 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 $11.00 to $11.41. 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]These shares were sold in mutliple transactions, each at the price of $11.18.
Signature
/s/ Alexander M. Schwartz by Power of Attorney|2026-02-05

Issuer

Redwire Corp

CIK 0001819810

Entity typeother
IncorporatedDE

Related Parties

1
  • filerCIK 0001732533

Filing Metadata

Form type
4
Filed
Feb 4, 7:00 PM ET
Accepted
Feb 5, 4:17 PM ET
Size
19.4 KB