AE INDUSTRIAL PARTNERS FUND II, LP 4

What Happened

• AE Red Holdings, LLC (reported as a 10% owner) sold a total of 1,371,411 Redwire Corp (RDW) shares in two dispositions, for aggregate proceeds of $13,139,322. The filings show:
  • Apr 10, 2026: 581,018 shares sold at a weighted average price of $9.31, proceeds $5,409,278 (sales executed at prices ranging $9.07–$9.70 per footnote).
  • Apr 13, 2026: 790,393 shares sold at a weighted average price of $9.78, proceeds $7,730,044 (sales executed at prices ranging $9.07–$10.14 per footnote).
• These were reported as open‑market or private sales (Code S), i.e., disposals rather than purchases. Sales by large holders are often routine portfolio/liquidity moves; the filing itself does not state motivation.

Key Details

• Transaction dates/prices: Apr 10 (581,018 @ $9.31 WA; range $9.07–$9.70), Apr 13 (790,393 @ $9.78 WA; range $9.07–$10.14).
• Total shares sold: 1,371,411; total proceeds: $13,139,322 (~$13.14M).
• Shares owned after transaction: Not disclosed in the excerpted filing.
• Footnotes: Weighted‑average prices reported; the reporting person will provide breakouts of the number of shares sold at each price within the ranges on request (see F1, F4). Ownership/control details (F2, F3): voting/dispositive power is exercised by Michael Greene and David H. Rowe through related GP/fund entities; the entities disclaim beneficial ownership except to the extent of pecuniary interest.
• Timeliness: Form 4 was filed Apr 14, 2026 reporting Apr 10 and Apr 13 transactions — appears to meet the Section 16 reporting window (filed within required business days).

Context

• This is institutional selling by a 10% holder (AE Red and related AE Industrial Partners funds), not an individual officer/direct CEO purchase. Institutional disposals do not necessarily signal company performance changes; they can reflect fund rebalancing, distributions, or liquidity needs.