AE INDUSTRIAL PARTNERS FUND II, LP 4

What Happened
AE Red Holdings, LLC — a reported 10% owner of Redwire Corp (RDW) — sold a total of 10,000,000 RDW shares in transactions on March 24–25, 2026, for aggregate proceeds of approximately $92,250,000. The filing shows 7,500,000 shares sold on 2026-03-24 at $9.15 per share (single transaction, $68,625,000) and 2,500,000 shares sold on 2026-03-25 at a reported weighted average price (listed at $9.45) for about $23,625,000. These were sales (not purchases or option exercises), which are typically routine dispositions.

Key Details

• Transaction dates & prices:
  • 2026-03-24: 7,500,000 shares sold at $9.15 (single trade) — $68,625,000.
  • 2026-03-25: 2,500,000 shares sold at a weighted average (reported $9.45; actual trades ranged $9.45–$9.54) — $23,625,000.
• Total sold: 10,000,000 shares for ~$92,250,000.
• Shares owned after transaction: not specified in the filing.
• Filing timeliness: Form 4 filed March 26, 2026 covering trades on March 24–25 (appears timely).
• Notable footnotes: voting/dispositive power over AE Red Holdings’ securities is exercised by Michael Greene and David H. Rowe via AeroEquity GP and related AE Industrial Partners funds; the entities and individuals disclaim beneficial ownership except to the extent of pecuniary interest. The March 24 sale was a single trade; the March 25 sale was multiple trades at prices within $9.45–$9.54.

Context
AE Red Holdings is an institutional/affiliated 10% owner controlled through AE Industrial Partners’ funds and related entities — this is institutional insider selling, not necessarily an executive's personal decision. The filing includes standard disclaimers about beneficial ownership and notes the managing partners of AE Industrial Partners may be considered directors by deputization; it does not state motives for the sale.