AE INDUSTRIAL PARTNERS FUND II, LP 4
4 · BigBear.ai Holdings, Inc. · Filed Jun 15, 2026
Research Summary
AI-generated summary of this filing
BigBear.ai (BBAI) Director Kirk Konert Receives RSU Award
What Happened
- Kirk Michael Konert, a member of the board of directors (and Managing Partner of AE Industrial Partners), was granted 36,070 restricted stock units (RSUs) by BigBear.ai on June 14, 2026. The grant is reported at an acquisition price of $0.00 because RSUs represent rights to receive shares on vesting rather than an immediate cash purchase.
- Each RSU corresponds to one share of common stock, vests on June 14, 2027, and will be settled (converted into shares) within 60 days after the vesting date. The RSUs were granted in Konert’s capacity as a director and will be assigned to AE Industrial Partners, LP.
Key Details
- Transaction date: 2026-06-14 (Form filed 2026-06-15).
- Security: 36,070 restricted stock units (RSUs); reported acquisition price $0.00.
- Vesting/settlement: Vests 2027-06-14; settlement within 60 days after vesting.
- Shares owned after transaction: Not specified in the filing.
- Footnotes: The RSUs are to be assigned to AE Industrial Partners, LP; Konert will hold the RSUs for AE Industrial Partners’ benefit and disclaim rights prior to assignment. AE-related entities disclaim beneficial ownership except for any pecuniary interest. Voting/dispositive power over related holding companies is exercised by named AE control persons.
- Filing timeliness: Filed one day after the grant date (appears timely under Section 16 reporting rules).
Context
- RSU grants are awards that produce shares only if/when they vest; they are compensation/retention tools rather than open-market purchases or sales. Because these RSUs are assigned to an institutional entity (AE Industrial Partners) and Konert disclaims beneficial ownership for the benefit of that entity, this filing mainly documents a director compensation/assignment arrangement rather than a personal investment decision.
Insider Transaction Report
Form 4
PANGIAM ULTIMATE HOLDINGS, LLC
Director
Transactions
- Award
Common Stock
[F1][F2][F3]2026-06-14+36,070→ 299,506 total(indirect: See footnotes)
Footnotes (3)
- [F1]The reported restricted stock units ("RSU") were granted to Kirk Michael Konert on June 14, 2026 in his capacity as a member of the issuer's board of directors. Each restricted stock unit ("RSU") represents a right to receive one share of the issuer's Common Stock, subject to the Reporting Person's continued service through the vesting date. The reported RSUs were granted on June 14, 2026, vest on June 14, 2027, and shall be settled within sixty days of the vesting date. The reported RSUs will be assigned to AE Industrial Partners, LP. Prior to such vesting and assignment, Kirk Michael Konert will hold the reported securities for the benefit of AE Industrial Partners, LP and he will disclaim all right title and interest in such securities.
- [F2]Each of the foregoing entities and individuals disclaims beneficial ownership of the shares reported hereby, except to the extent of their pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose.
- [F3]Voting and dispositive power with respect to the shares of common stock held of record by BBAI Ultimate Holdings, LLC and Pangiam Ultimate Holdings, LLC is exercised by Michael R. Greene and David H. Rowe, the managing members and control persons of AeroEquity GP, LLC, which is the general partner of AE Industrial Partners Fund II GP, LP ("AE Fund II GP"). AE Industrial Partners Fund II-B, LP ("AE Fund II-B"), AE Industrial Partners Fund II, LP ("AE Fund II LP") and AE Industrial Partners Fund II-A, LP ("AE Fund II-A" and together with AE Fund II-B and AE Fund II LP, the "AE Funds") are the controlling equityholders of BBAI Ultimate Holdings, LLC and Pangiam Ultimate Holdings, LLC. AE Fund II GP is the general partner of each of the AE Funds. Each of the foregoing is an "AE Party" and collectively, the "AE Parties."
Signature
/s/ Sean Ricker|2026-06-15