AE INDUSTRIAL PARTNERS FUND II, LP 4

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.