AE INDUSTRIAL PARTNERS FUND II, LP 4

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.