AEROEQUITY GP, LLC - 06 Aug 2025 Form 3 Insider Report for Firefly Aerospace Inc. (FLY)

Role
10%+ Owner
Signature
AeroEquity GP, LLC /s/ Michael Greene, Authorized Signatory
Issuer symbol
FLY
Transactions as of
06 Aug 2025
Net transactions value
$0
Form type
3
Filing time
06 Aug 2025, 21:05:00 UTC
Next filing
29 Jan 2026

Reporting Owners (9)

Name Relationship Address Signature Signature date CIK
AEROEQUITY GP, LLC 10%+ Owner C/O AE INDUSTRIAL PARTNERS, LP, 6700 BROKEN SOUND PKWY NW, BOCA RATON AeroEquity GP, LLC /s/ Michael Greene, Authorized Signatory 06 Aug 2025 0001880792
Glow B Holdings, LLC 10%+ Owner C/O AE INDUSTRIAL PARTNERS, LP, 6700 BROKEN SOUND PKWY NW, BOCA RATON Glow B Holdings, LLC /s/ Kirk Konert, Authorized Signatory 06 Aug 2025 0002078852
Glow C Holdings, LLC 10%+ Owner C/O AE INDUSTRIAL PARTNERS, LP, 6700 BROKEN SOUND PKWY NW, BOCA RATON Glow C Holdings, LLC /s/ Kirk Konert, Authorized Signatory 06 Aug 2025 0002078853
Glow D Holdings, LLC 10%+ Owner C/O AE INDUSTRIAL PARTNERS, LP, 6700 BROKEN SOUND PKWY NW, BOCA RATON Glow D Holdings, LLC /s/ Kirk Konert, Authorized Signatory 06 Aug 2025 0002079131
Glow NS Holdings, LLC 10%+ Owner C/O AE INDUSTRIAL PARTNERS, LP, 6700 BROKEN SOUND PKWY NW, BOCA RATON Glow NS Holdings, LLC /s/ Kirk Konert, Authorized Signatory 06 Aug 2025 0002079112
AE CO-INVESTMENT PARTNERS FUND III-F, LP 10%+ Owner C/O AE INDUSTRIAL PARTNERS, LP, 6700 BROKEN SOUND PKWY NW, BOCA RATON AE Co-Investment Partners Fund III-F, LP /s/ Michael Greene, Authorized Signatory 06 Aug 2025 0002043111
AE INDUSTRIAL PARTNERS STRUCTURED SOLUTIONS I, LP 10%+ Owner C/O AE INDUSTRIAL PARTNERS, LP, 6700 BROKEN SOUND PKWY NW, BOCA RATON AE Industrial Partners Structured Solutions I, LP /s/ Michael Greene, Authorized Signatory 06 Aug 2025 0001804072
GREENE MICHAEL ROBERT 10%+ Owner C/O AE INDUSTRIAL PARTNERS, LP, 6700 BROKEN SOUND PKWY NW, BOCA RATON /s/ Michael Greene 06 Aug 2025 0001881294
ROWE DAVID H. 10%+ Owner C/O AE INDUSTRIAL PARTNERS, LP, 6700 BROKEN SOUND PKWY NW, BOCA RATON /s/ David H. Rowe 06 Aug 2025 0001880788

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding FLY Common Stock 4,695,184 06 Aug 2025 See Footnotes F1, F2, F3, F4
holding FLY Common Stock 7,924,721 06 Aug 2025 See Footnotes F1, F2, F3, F5
holding FLY Common Stock 7,217,573 06 Aug 2025 See Footnotes F1, F2, F3, F6
holding FLY Common Stock 38,215,447 06 Aug 2025 See Footnotes F1, F2, F3, F7
holding FLY Common Stock 652,502 06 Aug 2025 See Footnotes F1, F2, F3, F8

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
holding FLY Warrants to Purchase Common Stock 06 Aug 2025 Common Stock 100,320 $21.17 See Footnotes F2, F3, F9, F10
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The shares of common stock reported hereby give effect to the automatic conversion of the Issuer's preferred stock pursuant to the Issuer's Twelfth Amended and Restated Certificate of Incorporation. Such securities were held by the reporting person at the time the Issuer's common stock became registered pursuant to Section 12 of the Securities Exchange Act of 1934.
F2 Glow NS Holdings, LLC is controlled by Glow NS Intermediate Holdings, LLC, its sole member. Glow B Holdings, LLC and Glow NS Intermediate Holdings LLC are controlled by Glow Aggregator, LLC as each entity's sole member. Glow Aggregator, LLC is controlled by AE Industrial Partners Fund II, L.P. as managing member. AE Industrial Partners Fund II, L.P. is controlled by AE Industrial Partners Fund II GP, LP ("AE Fund II GP"), its general partner. Glow C Holdings, LLC, and Glow D Holdings, LLC are controlled by AE Industrial Partners Fund III, LP as managing member. AE Co-Investment Partners Fund III-F, LP and AE Industrial Partners Fund III, LP. are controlled by AE Industrial Partners Fund III GP, LP ("AE Fund III GP"), as each entity's general partner. AE Industrial Partners Structured Solutions I, LP is controlled by AE Industrial Partners Structured Solutions I GP, LP ("AE Solutions GP"), its general partner.
F3 (Continued from footnote 2) AE Fund II GP, AE Fund III GP, and AE Solutions GP are each managed by each entity's respective general partner, AeroEquity GP, LLC. AeroEquity GP, LLC is controlled by its managing members, Michael Greene and David Rowe. Messrs. Greene and Rowe make all voting and investment decisions with respect to the securities held by AE Industrial Partners. Each of the entities and individuals named above disclaims beneficial ownership of the securities held by AE Industrial Partners, except to the extent of its pecuniary interest therein.
F4 Held by Glow B Holdings, LLC.
F5 Held by Glow C Holdings, LLC.
F6 Held by Glow D Holdings, LLC.
F7 Held by Glow NS Holdings, LLC.
F8 Held by AE Co-Investment Partners Fund III-F, LP.
F9 Warrants are exercisable immediately.
F10 Held by AE Industrial Partners Structured Solutions I, LP.

Remarks:

Exhibit 24.1 - Power of Attorney