SCHEDULE: Redwire Insiders Trim Holdings Amid Open Market Sales

AE Red Holdings and affiliated entities have reduced their beneficial ownership in Redwire Corp through recent open market transactions.

Summary

• This is an Amendment No. 14 to a Schedule 13D filing by AE Red Holdings, LLC and affiliated entities regarding their beneficial ownership in Redwire Corp.
• The amendment reports a reduction in beneficial ownership due to sales of Common Stock in open market transactions.
• Reporting persons collectively sold 1,550,179 shares at a weighted average price of $12.65 on January 30, 2026, with prices ranging from $12.00 to $14.08.
• An additional 1,312,126 shares were sold at a weighted average price of $11.12 on February 2, 2026, with prices ranging from $11.00 to $11.71.
• Further sales included 3,357,142 shares at a weighted average price of $11.18 on February 3, 2026, with prices ranging from $11.00 to $11.41.
• As of the filing date, Michael Robert Greene and David H. Rowe, along with AEROEQUITY GP, LLC, collectively beneficially own 63,788,789 shares, representing 35.0% of Redwire Corp's Common Stock.
• The calculation for percentage of class is based on 182,398,369 shares outstanding, which includes 165,150,783 shares as of October 31, 2025, plus 2,000,000 shares from warrants and 15,247,586 shares from convertible preferred stock.

Sentiment

Score: 3

Explanation: StockSavvy.ai views this filing negatively due to the substantial insider selling by key reporting persons, which often signals a lack of conviction or a strategic shift away from the company by informed parties.

Negatives

• Significant reduction in beneficial ownership by key reporting persons, including AE Red Holdings and its affiliates, through open market sales.
• Sales occurred across multiple transactions at varying prices, with a notable volume of 6,219,447 shares sold between January 30, 2026, and February 3, 2026.
• The sales indicate a decrease in the reporting persons' stake, which could be interpreted negatively by the market.

Risks

• Potential negative market perception due to significant insider selling, which may signal a lack of confidence in the company's near-term prospects.
• Increased supply of shares in the market from these sales could put downward pressure on the stock price.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that insider selling, particularly by significant shareholders and affiliates, can sometimes precede periods of underperformance relative to industry peers, especially if the sales are substantial and not tied to specific liquidity needs or portfolio rebalancing strategies. Without further context on the reporting persons' overall investment strategy or Redwire's specific industry developments, it's difficult to draw definitive conclusions about broader industry trends.

Related Party Transactions

• The sales of common stock by AE Red Holdings, LLC, Edge Autonomy Ultimate Holdings, LP, Michael Robert Greene, David H Rowe, and various AE Industrial Partners funds constitute related party transactions as these entities and individuals are significant beneficial owners and reporting persons.

Stakeholder Impact

• Shareholders: Existing shareholders may perceive the insider selling as a negative signal, potentially leading to decreased confidence and downward pressure on the stock price.
• Potential Investors: May be deterred by the significant divestment by major beneficial owners, questioning the long-term prospects or current valuation of the company.

Key Dates

Recommendation

The significant volume of insider selling by multiple affiliated reporting persons, including key individuals and investment funds, suggests a lack of conviction or a strategic exit by informed parties. This substantial divestment, totaling over 6.2 million shares, could signal potential headwinds or a belief that the stock is fully valued or overvalued. A seasoned investor would likely interpret this as a negative indicator, prompting a 'sell' recommendation to mitigate potential downside risk or reallocate capital to more promising opportunities.

Keywords

Redwire Corp, RDW, Schedule 13D/A, beneficial ownership, insider selling, stock sales, AE Red Holdings, Michael Robert Greene, David H Rowe, common stock, warrants, convertible preferred stock