SCHEDULE: Redwire Major Holders Reduce Stake in Open Market

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

Summary

• This is Amendment No. 13 to the Schedule 13D filing for Redwire Corp, reporting changes in beneficial ownership.
• The amendment reflects a reduction in beneficial ownership due to sales of Common Stock by the Reporting Persons in open market transactions.
• A total of 4,847,867 shares were sold on January 28, 2026, at a weighted average price of $13.29 per share, with prices ranging from $12.87 to $13.88.
• An additional 3,932,686 shares were sold on January 29, 2026, at a weighted average price of $12.80 per share, with prices ranging from $12.28 to $13.55.
• As of January 30, 2026, Michael Robert Greene and David H. Rowe each beneficially own 70,008,236 shares, representing 38.4% of the Issuer's Common Stock.
• AE RED HOLDINGS, LLC beneficially owns 24,078,185 shares (13.2%), and Edge Autonomy Ultimate Holdings, LP beneficially owns 30,682,465 shares (16.8%).
• The beneficial ownership calculation is based on 182,398,369 shares of Common Stock outstanding, which includes 165,150,783 shares outstanding as of October 31, 2025, plus shares issuable from warrants and Series A Convertible Preferred Stock.

Sentiment

Score: 4

Explanation: StockSavvy.ai views this as a moderately negative signal, as significant share sales by major beneficial owners often suggest a reduced conviction or a need for liquidity, which can weigh on investor sentiment.

Negatives

• Significant reduction in beneficial ownership by key reporting persons through open market sales, totaling 8,780,553 shares.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that significant sales by major institutional and individual holders can sometimes signal a shift in investment strategy or a response to market conditions, potentially impacting investor confidence in the aerospace and defense sector where Redwire Corp operates.

Related Party Transactions

• Sales of 8,780,553 shares of Common Stock were conducted by a group of affiliated reporting persons, including AE RED HOLDINGS, LLC, Edge Autonomy Ultimate Holdings, LP, Michael Robert Greene, David H Rowe, and various AE Industrial Partners funds.

Stakeholder Impact

• Shareholders may perceive these significant sales by major beneficial owners as a negative signal, potentially leading to decreased investor confidence and downward pressure on the stock price.

Key Dates

Recommendation

The significant reduction in beneficial ownership by key reporting persons, including institutional funds and individuals, through open market sales suggests a potential shift in their investment thesis or liquidity needs. While not directly indicative of the company's operational performance, such large-scale selling by major holders can create downward pressure on the stock and warrants a cautious 'hold' stance for existing investors, pending further clarity on the company's fundamentals and future outlook.

Keywords

Redwire Corp, Schedule 13D/A, beneficial ownership, share sales, common stock, AE Industrial Partners, institutional investors, equity, SEC filing