AE INDUSTRIAL PARTNERS FUND II, LP 4

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.