AE Industrial group reports 24.3% Redwire (NYSE: RDW) stake after sales
AE Industrial-affiliated investors filed Amendment No. 16 to update their Schedule 13D on Redwire Corp, reporting beneficial ownership of 50,894,555 shares of common stock, or 24.3% of the company’s common stock. This percentage is calculated assuming 209,235,192 shares outstanding, including common stock, warrants, convertible preferred stock and restricted stock units.
The filing explains that the amendment reflects changes in beneficial ownership, including a reduction due to open market sales of Redwire common stock by the reporting persons. Various AE Industrial funds and entities, along with Michael Greene and David H. Rowe, are treated as sharing voting and dispositive power over the reported shares.
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Insights
Large sponsor group now reports a 24.3% Redwire stake after open‑market sales.
AE Industrial-related entities, together with Michael Greene and David H. Rowe, report aggregate beneficial ownership of 50,894,555 Redwire common shares, equal to 24.3% of the company’s equity on the assumed outstanding base of 209,235,192 shares.
The amendment states that the update reflects, among other items, a reduction in reported beneficial ownership from open market sales of common stock. All transactions over the last sixty days were executed in the open market, and detailed in Schedule A referenced in the disclosure.
This level of ownership suggests these investors remain highly influential in shareholder decisions. Future company filings describing additional ownership changes or governance developments will further clarify how this concentrated stake evolves and how voting power is distributed among institutional holders.
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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 |
SCHEDULE 13D
Under the Securities Exchange Act of 1934
(Amendment No. 16)
|
Redwire Corp (Name of Issuer) |
Common Stock, par value $0.0001 per share (Title of Class of Securities) |
75776W103 (CUSIP Number) |
6700 Broken Sound Parkway NW,
Boca Raton, FL, 33487
(561) 372-7820
(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)
(Date of Event Which Requires Filing of This Statement)
SCHEDULE 13D
|
| CUSIP Number(s): | 75776W103 |
| 1 |
Name of reporting person
AE RED HOLDINGS, LLC | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
DELAWARE
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
16,113,882.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
7.7 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
OO |
SCHEDULE 13D
|
| CUSIP Number(s): | 75776W103 |
| 1 |
Name of reporting person
Edge Autonomy Ultimate Holdings, LP | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
DELAWARE
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
19,533,087.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
9.3 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
PN |
SCHEDULE 13D
|
| CUSIP Number(s): | 75776W103 |
| 1 |
Name of reporting person
Michael Robert Greene | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
DELAWARE
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
50,894,555.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
24.3 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
IN |
SCHEDULE 13D
|
| CUSIP Number(s): | 75776W103 |
| 1 |
Name of reporting person
David H Rowe | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
DELAWARE
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
50,894,555.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
24.3 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
IN |
SCHEDULE 13D
|
| CUSIP Number(s): | 75776W103 |
| 1 |
Name of reporting person
AE INDUSTRIAL PARTNERS FUND II-B, LP | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
DELAWARE
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
35,662,219.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
17.0 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
PN |
SCHEDULE 13D
|
| CUSIP Number(s): | 75776W103 |
| 1 |
Name of reporting person
AE INDUSTRIAL PARTNERS FUND II, LP | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
DELAWARE
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
41,834,947.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
20.0 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
PN |
SCHEDULE 13D
|
| CUSIP Number(s): | 75776W103 |
| 1 |
Name of reporting person
AE INDUSTRIAL PARTNERS FUND II-A, LP | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
DELAWARE
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
39,608,799.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
18.9 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
PN |
SCHEDULE 13D
|
| CUSIP Number(s): | 75776W103 |
| 1 |
Name of reporting person
AE INDUSTRIAL PARTNERS STRUCTURED SOLUTIONS I, LP | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
DELAWARE
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
5,082,528.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
2.4 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
PN |
SCHEDULE 13D
|
| CUSIP Number(s): | 75776W103 |
| 1 |
Name of reporting person
AEROEQUITY GP, LLC | ||||||||
| 2 | Check the appropriate box if a member of a Group (See Instructions)
(a)
(b) | ||||||||
| 3 | SEC use only | ||||||||
| 4 |
Source of funds (See Instructions)
OO | ||||||||
| 5 |
Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)
| ||||||||
| 6 | Citizenship or place of organization
DELAWARE
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 11 | Aggregate amount beneficially owned by each reporting person
50,894,555.00 | ||||||||
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)
| ||||||||
| 13 | Percent of class represented by amount in Row (11)
24.3 % | ||||||||
| 14 | Type of Reporting Person (See Instructions)
OO |
SCHEDULE 13D
|
| Item 1. | Security and Issuer | |
| (a) | Title of Class of Securities:
Common Stock, par value $0.0001 per share | |
| (b) | Name of Issuer:
Redwire Corp | |
| (c) | Address of Issuer's Principal Executive Offices:
6700 Broken Sound Parkway NW, Boca Raton,
FLORIDA
, 33487. | |
Item 1 Comment:
Explanatory Note.
The information set forth in response to each separate Item below shall be deemed to be a response to all Items where such information is relevant. The Schedule 13D filed with the Commission on September 2, 2021, as amended by Amendment No. 1 filed on October 5, 2022, Amendment No. 2 filed on November 10, 2022, Amendment No. 3 filed on May 23, 2023, Amendment No. 4 filed on September 1, 2023, Amendment No. 5 filed on January 21, 2025, Amendment No. 6 filed on June 5, 2025, Amendment No. 7 filed on June 10, 2025, Amendment No. 8 filed on June 17, 2025,Amendment No. 9 filed on November 10, 2026, Amendment No. 10 filed on January 9, 2026, Amendment No. 11 filed on January 13, 2026, Amendment No. 12 filed on January 16, 2026, Amendment No. 13 filed on January 30, 2026, Amendment No. 14 filed on February 4, 2026 and Amendment No. 15 filed on March 3, 2026 (collectively, the "Existing 13D"), is hereby amended in this Amendment No. 16 as set forth below (the "Amendment"). Except as set forth herein, the Existing 13D is unmodified and remains in full force and effect. Capitalized terms not defined herein have the meanings ascribed to them in the Existing 13D.
The Amendment is being filed to report changes in the beneficial ownership of the Reporting Persons with respect to shares of the Company's Common Stock, par value $0.0001 per share (the "Common Stock"), and reflects, among other things, a reduction in reported beneficial ownership due to sales of Common Stock made by the Reporting Persons in open market transactions. | ||
| Item 5. | Interest in Securities of the Issuer | |
| (a) | The information set forth in rows 7 through 13 (and related footnotes) of each of the cover pages of this Amendment No. 16 are incorporated herein by reference. The following information is as of the date hereof and assumes there are 209,235,192 shares of Common Stock outstanding, based on (i) 191,975,804 shares of Common Stock outstanding as of February 23, 2026, as reflected in the Issuer's most recent Form 10-K for the year ended December 31, 2025, (ii) 17,247,586 shares of Common Stock issuable upon exercise of the Warrants or conversion of the Series A Convertible Preferred Stock beneficially owned by the Reporting Persons and (iii) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026.
Holdings is the direct beneficial owner of 13,994,611 shares of Common Stock and 2,000,000 Warrants and indirect beneficial owner of 119,271 shares of Common Stock held by AE Industrial Partners LP, a wholly-owned indirect subsidiary of Holdings.
Seller is the direct beneficial owner of 19,533,087 shares of Common Stock.
AE Fund II-B is the indirect beneficial owner of 16,113,882 shares of Common Stock directly and indirectly held by Holdings and 19,533,087 shares of Common Stock directly held by Seller and the direct beneficial owner of 46.51 shares of Series A Convertible Preferred Stock which are convertible into 15,250 shares of Common Stock, based on $1,000 per share initial value and an initial conversion price of $3.05 (the "Conversion Method").
AE Fund II LP is the indirect beneficial owner of 16,113,882 shares of Common Stock directly and indirectly held by Holdings and 19,533,087 shares of Common Stock directly held by Seller and the direct beneficial owner of 18,873.33 shares of Series A Convertible Preferred Stock which are convertible into 6,187,978 shares of Common Stock, based on the Conversion Method.
AE Fund II-A is the indirect beneficial owner of 16,113,882 shares of Common Stock directly and indirectly held by Holdings and 19,533,087 shares of Common Stock directly held by Seller and the direct beneficial owner of 12,083.58 shares of Series A Convertible Preferred Stock which are convertible into 3,961,830 shares of Common Stock, based on the Conversion Method.
AE Solutions I is the direct beneficial owner of 15,501.71 shares of Series A Convertible Preferred Stock, which is convertible into 5,082,528 shares of Common Stock, based on the Conversion Method.
Michael Greene and David H. Rowe exercise voting and dispositive power with respect to (i) the shares of Common Stock, Warrants and shares of Series A Convertible Preferred Stock directly held by each of Holdings, Seller, the AE Funds and AE Solutions I and (ii) 107,469 shares of Common Stock directly held by AE Industrial Partners LP, an affiliate of the Reporting Persons, which together constitute an aggregate beneficial ownership of 50,894,555 shares of Common Stock or 24.3% of the Issuer's Common Stock. | |
| (b) | By virtue of the relationship among the Reporting Persons described in Item 2, each such Reporting Person may be deemed to share the power to vote or direct the vote and to share the power to dispose of or direct the disposition of the 50,894,555 shares of Common Stock as set forth in rows 7 through 13 of the cover pages of this Statement. | |
| (c) | Schedule A annexed hereto lists all transactions by the Reporting Persons in the Common Stock during the past sixty (60) days. All of such transactions were effected in the open market. Except as otherwise set forth herein or in the Existing 13D, none of the Reporting Persons has effected any transactions in the Common Stock during the past 60 days. | |
| Item 7. | Material to be Filed as Exhibits. | |
Exhibit 1 Joint Filing Agreement among the Reporting Persons, dated as of June 17, 2025 (incorporated by reference to Exhibit 1 to the Amendment No. 8 to Schedule 13D filed with the SEC by the Reporting Persons on June 17, 2025). | ||
| SIGNATURE | |
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
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