AE INDUSTRIAL PARTNERS FUND II, LP 4

What Happened
AE Red Holdings, LLC (reported as a Director) sold 21,365,909 shares of Redwire Corp (RDW) in one transaction on April 22, 2026. The shares were sold at $10.85 per share for total proceeds of approximately $231,820,113. The Form 4 lists the transaction as an open market or private sale; a footnote clarifies the sale occurred in a single transaction at $10.85.

Key Details

• Transaction date: 2026-04-22; Price: $10.85 per share; Shares sold: 21,365,909; Proceeds: ~$231.82M.
• Filing date: 2026-04-24 — appears timely (filed two days after the reported transaction).
• Shares owned after transaction: Not specified in the filing.
• Footnotes highlight that voting/dispositive power over AE Red’s securities is exercised by Michael Greene and David H. Rowe through related GP and fund entities, and those entities/individuals disclaim beneficial ownership except to the extent of any pecuniary interest.
• Remark notes AE Industrial Partners’ managing partners (including Kirk Michael Konert and Michael Robert Greene) may be considered directors by deputization.

Context
This was a large sale by an entity tied to institutional/affiliate holders rather than a straightforward executive stock sale. Sales by institutional or affiliated entities can be for many reasons (portfolio rebalancing, liquidity needs, fund matters) and do not necessarily signal management’s view on company prospects. The filing is informational and does not state the parties’ motivations.