Fund entities tied to AE Industrial cut Redwire (RDW) stake by 10M shares
Rhea-AI Filing Summary
Redwire Corp large shareholder entities report open-market sales of common stock. Entities associated with AE Industrial Partners sold a total of 10,000,000 Redwire common shares in two indirect open-market transactions. On March 24, 2026, they sold 7,500,000 shares at $9.15 per share. On March 25, 2026, they sold 2,500,000 shares at a weighted average price of $9.45 per share, with individual trades ranging from $9.45 to $9.54. Following these sales, the reporting entities continue to hold 33,635,217 shares of Redwire common stock indirectly.
Positive
- None.
Negative
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Insights
Large fund-linked holders sold 10M Redwire shares but retain a sizable stake.
Entities tied to AE Industrial Partners, including AE Red Holdings and Edge Autonomy Ultimate Holdings, reported open-market sales totaling 10,000,000 Redwire common shares at prices around $9.15–$9.54. These are discretionary sales, not option exercises or tax events.
The filing shows 33,635,217 shares held indirectly after the transactions, indicating these entities remain major shareholders with significant exposure. Footnotes clarify that various AE Industrial funds, Michael Greene, and David H. Rowe share voting and dispositive power and each disclaims beneficial ownership beyond their economic interest.
The net effect is a 100% net sell of 10,000,000 shares in this period, but with a large residual position that tempers the signal. Subsequent ownership filings may be important for tracking any continued changes in these fund-linked stakes.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock, par value $0.0001 per share | 2,500,000 | $9.45 | $23.63M |
| Sale | Common Stock, par value $0.0001 per share | 7,500,000 | $9.15 | $68.63M |
Footnotes (1)
- These shares were sold in single transaction at a price of $9.15. Voting and dispositive power with respect to the securities held by AE Red Holdings, LLC ("AE Red") and Edge Autonomy Ultimate Holdings, LP ("Edge Seller") is exercised by Michael Greene and David H. Rowe, the managing members of AeroEquity GP, LLC, which is the general partner of AE Industrial Partners Fund II GP, LP, the general partner of each of the AE Funds (as defined below). AE Industrial Partners Fund II-B, LP ("AE Fund II-B"), AE Industrial Partners Fund II, LP ("AE Fund II LP") and AE Industrial Partners Fund II-A, LP ("AE Fund II-A" and together with AE Fund II-B and AE Fund II LP, the "AE Funds") are the controlling equityholders of AE Red and Edge Seller. Each of the foregoing entities and individuals disclaims beneficial ownership of the shares reported hereby, except to the extent of their pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.45 to $9.54. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote 4 to this Form 4.
