AE INDUSTRIAL PARTNERS FUND II, LP 4
4 · Redwire Corp · Filed Feb 11, 2026
Research Summary
AI-generated summary of this filing
Redwire (RDW) 10% Owner AE Red Holdings Sells Shares
What Happened
- AE Red Holdings, LLC (reported as a 10% owner) sold a total of 1,435,492 shares of Redwire Corp (RDW) in open-market transactions. The filings show 1,385,507 shares sold on 2026-02-09 for reported proceeds of $13,993,621 and 49,985 shares sold on 2026-02-10 for $500,350 — total proceeds of $14,493,971. Transaction code: S (sale). These were sales (not purchases), which are often routine for institutional holders and do not by themselves signal company fundamentals.
Key Details
- Transaction dates: 2026-02-09 and 2026-02-10; Form filed: 2026-02-11 (timely).
- Reported prices: first block shows $10.10 (weighted average; actual trade prices ranged $10.00–$10.31 per footnote), second block shows $10.01 (weighted average; actual trade prices ranged $10.00–$10.03 per footnote).
- Shares sold: 1,385,507 and 49,985 — total 1,435,492 shares. Total proceeds reported: $14,493,971.
- Shares owned after transaction: not specified in the excerpt of the filing.
- Ownership/control notes: Footnotes state voting and dispositive power is exercised by Michael Greene and David H. Rowe via AeroEquity GP structures and that AE Industrial Partners funds control AE Red; several entities/individuals disclaim beneficial ownership except for pecuniary interest.
- Other remarks: AE Industrial Partners, LP may be considered a director by deputization per the filing.
Context
- This is institutional selling by a 10% owner (AE Red/related funds), not an individual executive purchase. Institutional sales can reflect portfolio management or liquidity needs rather than a view on the company's prospects. No options exercise, grants, or tax-withholding events are reported here.
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]2026-02-09$10.10/sh−1,385,507$13,993,621→ 45,143,985 total(indirect: See footnotes) - Sale
Common Stock, par value $0.0001 per share
[F4][F2][F3]2026-02-10$10.01/sh−49,985$500,350→ 45,094,000 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 $10.00 to $10.31. 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 $10.00 to $10.03. 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|2026-02-11