AE INDUSTRIAL PARTNERS FUND II, LP 4

What Happened

• AE Red Holdings, LLC (identified as a 10% owner of Redwire, ticker RDW) sold a total of 950,144 RDW shares in two open‑market dispositions, generating approximately $9.23 million in proceeds.
  • Apr 8, 2026: 407,776 shares sold at a weighted average price of $10.17, proceeds ~$4,147,082.
  • Apr 9, 2026: 542,368 shares sold at a weighted average price of $9.37, proceeds ~$5,081,988.
• These were sales (S) — routine dispositions by a large institutional holder rather than an executive purchase (not a bullish signal on its own).

Key Details

• Transaction dates and reported weighted-average prices:
  • Apr 8, 2026 — 407,776 shares @ $10.17 (range reported: $10.00–$10.54).
  • Apr 9, 2026 — 542,368 shares @ $9.37 (range reported: $9.10–$9.75).
• Total shares sold: 950,144; total reported proceeds: ~$9.23 million.
• Shares owned after the transactions are not specified in the provided excerpt of the filing.
• Notable footnotes:
  • F1/F4: Prices are weighted averages; multiple transactions occurred across the price ranges given. The reporting person will provide detailed per‑price breakdowns on request.
  • F2/F3: Voting and dispositive power over AE Red’s securities is exercised by individuals (Michael Greene and David H. Rowe) via affiliated entities; several parties disclaim beneficial ownership except to the extent of pecuniary interest.
  • Remark: AE Industrial Partners, LP may be considered a director by deputization due to its managing partners.
• Filing timeliness: Form 4 was filed on Apr 10, 2026 for trades on Apr 8–9, 2026 — the filing appears timely (not marked late).

Context

• This filing reflects institutional selling by a 10% holder and includes governance/ownership disclosures tying AE Red to AE Industrial Partners entities and their managing members. It does not indicate insider purchases or option exercises. As with all sales, this is factual reporting of disposition and should not be interpreted alone as a signal of company performance.