AE RED HOLDINGS, LLC - 18 May 2026 Form 4 Insider Report for Redwire Corp (RDW)

Reporting relationship: Director
Issuer ticker: RDW
Reported as of: 18 May 2026
Net transaction value: -$209,584,305
SEC form: 4
Accepted by SEC: 20 May 2026, 16:05:46 UTC
Prior SEC filing: 24 Apr 2026
Next SEC filing: 26 May 2026
Source filing: View source filing
Reporting owner signature: /s/ Alexander M. Schwartz by Power of Attorney

Key filing fact

AE RED HOLDINGS, LLC filed Form 4 for Redwire Corp (RDW) on 20 May 2026.

Key facts

This page summarizes AE RED HOLDINGS, LLC's Form 4 filing for Redwire Corp (RDW).
4 reported transactions and 8 derivative rows are listed below.
Accepted by SEC: 20 May 2026, 16:05.

Change

Previous filing in this sequence was filed on 24 Apr 2026.
Current net transaction value: -$209,584,305.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (8)

CIK 0001880796 Primary reporting owner

AE RED HOLDINGS, LLC

Relationship: Director
Address: C/O AE INDUSTRIAL PARTNERS, LP, 6700 BROKEN SOUND PKWY NW, BOCA RATON
Signature: /s/ Alexander M. Schwartz by Power of Attorney
Signature date: 20 May 2026

CIK 0001881294

GREENE MICHAEL ROBERT

Relationship: Director, 10%+ Owner
Address: C/O AE INDUSTRIAL PARTNERS, LP, 6700 BROKEN SOUND PKWY NW, BOCA RATON
Signature: /s/ Alexander M. Schwartz by Power of Attorney
Signature date: 20 May 2026

CIK 0001880788

ROWE DAVID H.

Relationship: Director, 10%+ Owner
Address: C/O AE INDUSTRIAL PARTNERS, LP, 6700 BROKEN SOUND PKWY NW, BOCA RATON
Signature: /s/ Alexander M. Schwartz by Power of Attorney
Signature date: 20 May 2026

CIK 0001732535

AE INDUSTRIAL PARTNERS FUND II-B, LP

Relationship: Director, 10%+ Owner
Address: C/O AE INDUSTRIAL PARTNERS, LP, 6700 BROKEN SOUND PKWY NW, BOCA RATON
Signature: /s/ Alexander M. Schwartz by Power of Attorney
Signature date: 20 May 2026

CIK 0001732533

AE INDUSTRIAL PARTNERS FUND II, LP

Relationship: Director, 10%+ Owner
Address: C/O AE INDUSTRIAL PARTNERS, LP, 6700 BROKEN SOUND PKWY NW, BOCA RATON
Signature: /s/ Alexander M. Schwartz by Power of Attorney
Signature date: 20 May 2026

CIK 0001732534

AE INDUSTRIAL PARTNERS FUND II-A, LP

Relationship: Director, 10%+ Owner
Address: C/O AE INDUSTRIAL PARTNERS, LP, 6700 BROKEN SOUND PKWY NW, BOCA RATON
Signature: /s/ Alexander M. Schwartz by Power of Attorney
Signature date: 20 May 2026

CIK 0001880792

AEROEQUITY GP, LLC

Relationship: Director, 10%+ Owner
Address: C/O AE INDUSTRIAL PARTNERS, LP, 6700 BROKEN SOUND PKWY NW, BOCA RATON
Signature: /s/ Alexander M. Schwartz by Power of Attorney
Signature date: 20 May 2026

CIK 0001804072

AE INDUSTRIAL PARTNERS STRUCTURED SOLUTIONS I, LP

Relationship: Director, 10%+ Owner
Address: C/O AE INDUSTRIAL PARTNERS, LP, 6700 BROKEN SOUND PKWY NW, BOCA RATON
Signature: /s/ Alexander M. Schwartz by Power of Attorney
Signature date: 20 May 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

RDW transaction

Common Stock, par value $0.0001 per share

Conversion of derivative security

Transaction value
Shares: +15,247,586
Change %: +11871%
Price: $3.05^*
Shares after: 15,376,026
Date: 18 May 2026
Ownership: See footnotes
Footnotes: F1, F2

RDW transaction

Common Stock, par value $0.0001 per share

Conversion of derivative security

Transaction value
Shares: +15,247,586
Change %: +11871%
Price: $3.05^*
Shares after: 15,376,026
Date: 18 May 2026
Ownership: See footnotes
Footnotes: F1, F2

RDW transaction

Common Stock, par value $0.0001 per share

Conversion of derivative security

Transaction value
Shares: +15,247,586
Change %: +11871%
Price: $3.05^*
Shares after: 15,376,026
Date: 18 May 2026
Ownership: See footnotes
Footnotes: F1, F2

RDW transaction

Common Stock, par value $0.0001 per share

Conversion of derivative security

Transaction value
Shares: +15,247,586
Change %: +11871%
Price: $3.05^*
Shares after: 15,376,026
Date: 18 May 2026
Ownership: See footnotes
Footnotes: F1, F2

RDW transaction

Common Stock, par value $0.0001 per share

Conversion of derivative security

Transaction value
Shares: +15,247,586
Change %: +11871%
Price: $3.05^*
Shares after: 15,376,026
Date: 18 May 2026
Ownership: See footnotes
Footnotes: F1, F2

RDW transaction

Common Stock, par value $0.0001 per share

Conversion of derivative security

Transaction value
Shares: +15,247,586
Change %: +11871%
Price: $3.05^*
Shares after: 15,376,026
Date: 18 May 2026
Ownership: See footnotes
Footnotes: F1, F2

RDW transaction

Common Stock, par value $0.0001 per share

Conversion of derivative security

Transaction value
Shares: +15,247,586
Change %: +11871%
Price: $3.05^*
Shares after: 15,376,026
Date: 18 May 2026
Ownership: See footnotes
Footnotes: F1, F2

RDW transaction

Common Stock, par value $0.0001 per share

Conversion of derivative security

Transaction value
Shares: +15,247,586
Change %: +11871%
Price: $3.05^*
Shares after: 15,376,026
Date: 18 May 2026
Ownership: See footnotes
Footnotes: F1, F2

RDW transaction

Common Stock, par value $0.0001 per share

Sale

Transaction value: $82,062,880
Shares: -5,659,509
Change %: -37%
Price: $14.50
Shares after: 9,716,517
Date: 18 May 2026
Ownership: See footnotes
Footnotes: F1, F2, F3

RDW transaction

Common Stock, par value $0.0001 per share

Sale

Transaction value: $82,062,880
Shares: -5,659,509
Change %: -37%
Price: $14.50
Shares after: 9,716,517
Date: 18 May 2026
Ownership: See footnotes
Footnotes: F1, F2, F3

RDW transaction

Common Stock, par value $0.0001 per share

Sale

Transaction value: $82,062,880
Shares: -5,659,509
Change %: -37%
Price: $14.50
Shares after: 9,716,517
Date: 18 May 2026
Ownership: See footnotes
Footnotes: F1, F2, F3

RDW transaction

Common Stock, par value $0.0001 per share

Sale

Transaction value: $82,062,880
Shares: -5,659,509
Change %: -37%
Price: $14.50
Shares after: 9,716,517
Date: 18 May 2026
Ownership: See footnotes
Footnotes: F1, F2, F3

RDW transaction

Common Stock, par value $0.0001 per share

Sale

Transaction value: $82,062,880
Shares: -5,659,509
Change %: -37%
Price: $14.50
Shares after: 9,716,517
Date: 18 May 2026
Ownership: See footnotes
Footnotes: F1, F2, F3

RDW transaction

Common Stock, par value $0.0001 per share

Sale

Transaction value: $82,062,880
Shares: -5,659,509
Change %: -37%
Price: $14.50
Shares after: 9,716,517
Date: 18 May 2026
Ownership: See footnotes
Footnotes: F1, F2, F3

RDW transaction

Common Stock, par value $0.0001 per share

Sale

Transaction value: $82,062,880
Shares: -5,659,509
Change %: -37%
Price: $14.50
Shares after: 9,716,517
Date: 18 May 2026
Ownership: See footnotes
Footnotes: F1, F2, F3

RDW transaction

Common Stock, par value $0.0001 per share

Sale

Transaction value: $82,062,880
Shares: -5,659,509
Change %: -37%
Price: $14.50
Shares after: 9,716,517
Date: 18 May 2026
Ownership: See footnotes
Footnotes: F1, F2, F3

RDW transaction

Common Stock, par value $0.0001 per share

Sale

Transaction value: $127,521,424
Shares: -9,588,077
Change %: -99%
Price: $13.30
Shares after: 128,440
Date: 18 May 2026
Ownership: See footnotes
Footnotes: F1, F2, F4

RDW transaction

Common Stock, par value $0.0001 per share

Sale

Transaction value: $127,521,424
Shares: -9,588,077
Change %: -99%
Price: $13.30
Shares after: 128,440
Date: 18 May 2026
Ownership: See footnotes
Footnotes: F1, F2, F4

RDW transaction

Common Stock, par value $0.0001 per share

Sale

Transaction value: $127,521,424
Shares: -9,588,077
Change %: -99%
Price: $13.30
Shares after: 128,440
Date: 18 May 2026
Ownership: See footnotes
Footnotes: F1, F2, F4

RDW transaction

Common Stock, par value $0.0001 per share

Sale

Transaction value: $127,521,424
Shares: -9,588,077
Change %: -99%
Price: $13.30
Shares after: 128,440
Date: 18 May 2026
Ownership: See footnotes
Footnotes: F1, F2, F4

RDW transaction

Common Stock, par value $0.0001 per share

Sale

Transaction value: $127,521,424
Shares: -9,588,077
Change %: -99%
Price: $13.30
Shares after: 128,440
Date: 18 May 2026
Ownership: See footnotes
Footnotes: F1, F2, F4

RDW transaction

Common Stock, par value $0.0001 per share

Sale

Transaction value: $127,521,424
Shares: -9,588,077
Change %: -99%
Price: $13.30
Shares after: 128,440
Date: 18 May 2026
Ownership: See footnotes
Footnotes: F1, F2, F4

RDW transaction

Common Stock, par value $0.0001 per share

Sale

Transaction value: $127,521,424
Shares: -9,588,077
Change %: -99%
Price: $13.30
Shares after: 128,440
Date: 18 May 2026
Ownership: See footnotes
Footnotes: F1, F2, F4

RDW transaction

Common Stock, par value $0.0001 per share

Sale

Transaction value: $127,521,424
Shares: -9,588,077
Change %: -99%
Price: $13.30
Shares after: 128,440
Date: 18 May 2026
Ownership: See footnotes
Footnotes: F1, F2, F4

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

RDW transaction Derivative

Series A Convertible Preferred Stock

Conversion of derivative security

Transaction value
Shares: -46,505
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 18 May 2026
Ownership: See footnotes
Underlying class: Common Stock, par value $0.0001 per share
Underlying amount: 15,247,586
Exercise price: $3.05
Footnotes: F1, F2, F5, F6, F7

RDW transaction Derivative

Series A Convertible Preferred Stock

Conversion of derivative security

Transaction value
Shares: -46,505
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 18 May 2026
Ownership: See footnotes
Underlying class: Common Stock, par value $0.0001 per share
Underlying amount: 15,247,586
Exercise price: $3.05
Footnotes: F1, F2, F5, F6, F7

RDW transaction Derivative

Series A Convertible Preferred Stock

Conversion of derivative security

Transaction value
Shares: -46,505
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 18 May 2026
Ownership: See footnotes
Underlying class: Common Stock, par value $0.0001 per share
Underlying amount: 15,247,586
Exercise price: $3.05
Footnotes: F1, F2, F5, F6, F7

RDW transaction Derivative

Series A Convertible Preferred Stock

Conversion of derivative security

Transaction value
Shares: -46,505
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 18 May 2026
Ownership: See footnotes
Underlying class: Common Stock, par value $0.0001 per share
Underlying amount: 15,247,586
Exercise price: $3.05
Footnotes: F1, F2, F5, F6, F7

RDW transaction Derivative

Series A Convertible Preferred Stock

Conversion of derivative security

Transaction value
Shares: -46,505
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 18 May 2026
Ownership: See footnotes
Underlying class: Common Stock, par value $0.0001 per share
Underlying amount: 15,247,586
Exercise price: $3.05
Footnotes: F1, F2, F5, F6, F7

RDW transaction Derivative

Series A Convertible Preferred Stock

Conversion of derivative security

Transaction value
Shares: -46,505
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 18 May 2026
Ownership: See footnotes
Underlying class: Common Stock, par value $0.0001 per share
Underlying amount: 15,247,586
Exercise price: $3.05
Footnotes: F1, F2, F5, F6, F7

RDW transaction Derivative

Series A Convertible Preferred Stock

Conversion of derivative security

Transaction value
Shares: -46,505
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 18 May 2026
Ownership: See footnotes
Underlying class: Common Stock, par value $0.0001 per share
Underlying amount: 15,247,586
Exercise price: $3.05
Footnotes: F1, F2, F5, F6, F7

RDW transaction Derivative

Series A Convertible Preferred Stock

Conversion of derivative security

Transaction value
Shares: -46,505
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 18 May 2026
Ownership: See footnotes
Underlying class: Common Stock, par value $0.0001 per share
Underlying amount: 15,247,586
Exercise price: $3.05
Footnotes: F1, F2, F5, F6, F7

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 7 footnotes

Footnote F1

Voting and dispositive power with respect to the securities held by AE Red Holdings, LLC ("AE Red"), the AE Funds (as defined below) and AE Industrial Partners Structured Solutions I, LP ("AE Structured LP") 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 ("AE Fund II GP") and AE Industrial Partners Structured Solutions I GP, LP ("AE Structured GP"). AE Fund II GP and AE Structured GP are the general partners of the AE Funds (as defined below) and AE Structured LP, respectively. 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.

Footnote F2

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.

Footnote F3

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.01 to $15.80. 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 3 to this Form 4.

Footnote F4

These shares were sold in a single transaction at a price of $13.30.

Footnote F5

The number of shares of Series A Convertible Preferred Stock includes 6,505.13 shares received as paid-in-kind dividends since the Reporting Person's most recent filing in transactions exempt under Rule 16a9(a). The Series A Convertible Preferred Stock accrues dividends, payable in cash or, at the option of the Issuer, paid in kind, at a rate of 13% per annum if paid in cash or 15% per annum if paid in kind, subject to certain adjustments. The number of shares of Series A Convertible Preferred Stock held by the Reporting Person and the shares of Common Stock underlying such Series A Convertible Preferred Stock will increase for each dividend period in which the Issuer elects to pay dividends payable with respect to the Series A Convertible Preferred Stock as dividends paid in kind.

Footnote F6

The conversion price is subject to customary anti-dilution adjustments, including in the event of any stock split, stock dividend, recapitalization or similar events.

Footnote F7

The Series A Convertible Preferred Stock is convertible at any time, at the holder's election. The Series A Convertible Preferred Stock has no expiration date; however, the Issuer must offer to repurchase each outstanding share of Series A Convertible Preferred Stock in the event of a fundamental change and each share of Series A Convertible Preferred Stock will mandatorily convert into shares of the Issuer's common stock upon the satisfaction of certain conditions.

SEC remarks

Kirk Michael Konert and Michael Robert Greene serve as Managing Partners of AE Industrial Partners, LP and AE Industrial Partners, LP may, therefore, be considered a director of the Issuer by deputization.