SCHEDULE: Redwire Major Holders Reduce Stake

Key reporting persons, including AE Red Holdings and Michael Robert Greene, have reduced their beneficial ownership in Redwire Corp through open market sales.

Summary

• This is Amendment No. 10 to the Schedule 13D for Redwire Corp, reporting a reduction in beneficial ownership by the reporting persons due to open market sales of Common Stock.
• As of the filing date, the total outstanding shares used for percentage calculation is 182,398,369, which includes 165,150,783 common shares, 2,000,000 shares from warrants, and 15,247,586 shares from Series A Convertible Preferred Stock.
• Michael Robert Greene and David H. Rowe, along with AEROEQUITY GP, LLC, collectively hold 98,235,027 shares, representing 53.9% of the Issuer's Common Stock.
• AE RED HOLDINGS, LLC beneficially owns 35,849,907 shares, or 19.7% of the class.
• Edge Autonomy Ultimate Holdings, LP beneficially owns 47,137,534 shares, or 25.8% of the class.
• AE INDUSTRIAL PARTNERS FUND II-B, LP beneficially owns 83,002,691 shares, or 45.5% of the class.
• AE INDUSTRIAL PARTNERS FUND II, LP beneficially owns 89,175,419 shares, or 48.9% of the class.
• AE INDUSTRIAL PARTNERS FUND II-A, LP beneficially owns 86,949,271 shares, or 47.7% of the class.
• AE INDUSTRIAL PARTNERS STRUCTURED SOLUTIONS I, LP beneficially owns 5,082,528 shares, or 2.8% of the class.
• Reporting persons sold a total of 4,506,855 shares of Common Stock in open market transactions between January 6, 2026, and January 8, 2026.
• Sales occurred at weighted average prices of $10.44 on January 6, 2026, $10.08 on January 7, 2026, and $10.27 on January 8, 2026.

Sentiment

Score: 3

Explanation: The sentiment is negative due to significant open market sales by major beneficial owners, which typically indicates a reduction in confidence or a strategic divestment, potentially signaling future downward pressure on the stock price.

Negatives

• Significant beneficial owners, including AE Red Holdings and Michael Robert Greene, have reduced their stake in Redwire Corp through open market sales.
• A total of 4,506,855 shares were sold in the open market over three days in early January 2026, potentially signaling a lack of confidence or a strategic divestment by these major holders.

Future Outlook

NA

Industry Context

This filing reflects a change in ownership structure for Redwire Corp, a company operating in the space infrastructure and technology sector. While the filing itself does not provide industry-specific context, significant sales by major institutional holders could be interpreted by the market as a shift in investment strategy or a response to internal assessments of the company's prospects within its competitive landscape.

Stakeholder Impact

• Shareholders: Existing shareholders may experience downward pressure on the stock price due to the increased supply from the sales and potential negative market sentiment regarding the divestment by major holders.
• Company Management: May face questions regarding the reasons for the significant sales by key investors and the implications for future strategic direction or capital needs.

Key Dates

Recommendation

The significant open market sales by major beneficial owners, including institutional funds and key individuals, suggest a lack of conviction or a strategic exit. Such large-scale divestment by informed parties often precedes or contributes to a decline in share price, making a 'sell' recommendation prudent for investors seeking to mitigate potential losses or reallocate capital.

Keywords

Redwire Corp, Schedule 13D/A, Beneficial Ownership, Stock Sales, Institutional Investors, AE Red Holdings, Edge Autonomy, Michael Robert Greene, David H Rowe, Common Stock, SEC Filing