AE INDUSTRIAL PARTNERS FUND II, LP 4

What Happened

• AE Red Holdings, LLC (a reported 10% owner of Redwire, ticker RDW) sold a total of 2,744,259 shares in two disposition transactions. On 2026-04-20 it sold 1,766,372 shares at a weighted average price of $10.23 for proceeds of $18,069,986; on 2026-04-21 it sold 977,887 shares at a weighted average price of $10.57 for proceeds of $10,336,266. Total proceeds reported: approximately $28.4 million. The Form 4 lists the transactions as open-market or private sales (code S).

Key Details

• Transaction dates and reported weighted-average prices:
  • 2026-04-20: 1,766,372 shares @ $10.23 (weighted avg); range reported $10.00–$10.64 (Footnote 1)
  • 2026-04-21: 977,887 shares @ $10.57 (weighted avg); range reported $10.09–$10.90 (Footnote 4)
• Total shares sold: 2,744,259; total reported proceeds ≈ $28,406,252.
• Shares owned after transaction: not specified in the provided details of this summary.
• Footnotes: Voting/dispositive power over AE Red is exercised by Michael Greene and David H. Rowe through AE Industrial Partners’ GP structure (Footnote 2). The entities/individuals disclaim beneficial ownership except for pecuniary interest (Footnote 3). The seller offers to provide transaction-level price breakdowns on request (Footnotes 1 & 4).
• Filing: Form filed 2026-04-22 reporting transactions on Apr 20–21, 2026. The filing date is shown on the report; no late-filing notation is included in the provided facts.

Context

• This was a sale by an institutional 10% owner (AE Red Holdings) rather than an individual executive; the filing indicates control and voting are exercised through AE Industrial Partners’ GP structure. Institutional block sales can reflect portfolio decisions or liquidity needs and do not by themselves indicate management sentiment. No options, awards, or gifts were involved—these were outright dispositions (code S).