SCHEDULE: Redwire Corp: Major Stakeholders Adjust Holdings
Schedule 13D Amendment
Several entities associated with AE Industrial Partners have reported a reduction in their beneficial ownership of Redwire Corp. common stock.
Summary
- This filing is an amendment (Amendment No. 17) to a Schedule 13D, reporting changes in beneficial ownership of Redwire Corp. common stock by several reporting persons, primarily related to AE Industrial Partners.
- The reporting persons have reduced their beneficial ownership due to sales of common stock in open market transactions.
- As of the filing date, the aggregate beneficial ownership reported by Michael Robert Greene and David H. Rowe is 47,370,625 shares of common stock, representing 22.6% of the Issuer's common stock.
- This percentage is calculated based on 191,975,804 shares outstanding as of February 23, 2026, plus shares issuable from warrants, convertible preferred stock, and restricted stock units.
Sentiment
Score: 3
Explanation: StockSavvy.ai views this filing as slightly negative due to the reported sales of a significant stake by major holders, indicating a potential reduction in their commitment or a realization of gains.
Negatives
- Reporting persons have sold a significant amount of Redwire Corp. common stock in open market transactions, leading to a reduction in their beneficial ownership.
- The total beneficial ownership has decreased, with specific sales detailed in Schedule A occurring between April 8, 2026, and April 14, 2026.
Future Outlook
The filing does not contain forward-looking statements or guidance. It primarily reports on past transactions and current beneficial ownership.
Management Comments
- 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, and reflects a reduction in reported beneficial ownership due to sales of Common Stock made by the Reporting Persons in open market transactions.
Industry Context
StockSavvy.ai notes that Schedule 13D filings are crucial for tracking significant ownership changes by institutional investors and activist shareholders. This amendment indicates a strategic divestment or reallocation of capital by AE Industrial Partners from their Redwire Corp. holdings.
Stakeholder Impact
- Shareholders may view the reduction in beneficial ownership by significant holders as a signal of reduced confidence or a strategic shift, potentially impacting share price.
Key Dates
| Date | Description |
|---|---|
| 2021-09-02 | Original Schedule 13D filing date. |
| 2025-02-07 | Date of Amendment No. 10 to Schedule 13D. |
| 2025-01-21 | Date of Amendment No. 5 to Schedule 13D. |
| 2025-06-05 | Date of Amendment No. 6 to Schedule 13D. |
| 2025-06-10 | Date of Amendment No. 7 to Schedule 13D. |
| 2025-06-17 | Date of Amendment No. 8 to Schedule 13D. |
| 2026-01-13 | Date of Amendment No. 11 to Schedule 13D. |
| 2026-01-16 | Date of Amendment No. 12 to Schedule 13D. |
| 2026-01-30 | Date of Amendment No. 13 to Schedule 13D. |
| 2026-02-04 | Date of Amendment No. 14 to Schedule 13D. |
| 2026-02-23 | Date as of which shares of Common Stock were outstanding (191,975,804). |
| 2026-02-27 | Date of Issuer's most recent Form 10-K filing. |
| 2026-03-03 | Date of Amendment No. 15 to Schedule 13D. |
| 2026-03-26 | Date of Amendment No. 16 to Schedule 13D. |
| 2026-04-08 | Date of first reported stock sale in Schedule A. |
| 2026-04-09 | Date of reported stock sale in Schedule A. |
| 2026-04-10 | Date of reported stock sale in Schedule A. |
| 2026-04-13 | Date of reported stock sale in Schedule A and date of event requiring filing. |
| 2026-04-14 | Date of last reported stock sale in Schedule A. |
| 2026-04-15 | Date of signatures on the filing. |
| 2026-05-22 | Vesting date for restricted stock units. |
Recommendation
holdThe filing reports a reduction in beneficial ownership by major stakeholders due to open market sales. While this could be interpreted negatively, the remaining significant stake (22.6%) suggests continued interest. Without further financial performance data or strategic announcements, a 'hold' recommendation is prudent, pending further clarity on the reasons for the sales and the company's future performance.
Keywords
Redwire Corp, Schedule 13D, Beneficial Ownership, AE Industrial Partners, Stock Sales, Common Stock, SEC Filing
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