0001104659-26-048565.txt : 20260424
0001104659-26-048565.hdr.sgml : 20260424
20260424160811
ACCESSION NUMBER: 0001104659-26-048565
CONFORMED SUBMISSION TYPE: SCHEDULE 13D/A
PUBLIC DOCUMENT COUNT: 2
FILED AS OF DATE: 20260424
DATE AS OF CHANGE: 20260424
SUBJECT COMPANY:
COMPANY DATA:
COMPANY CONFORMED NAME: Redwire Corp
CENTRAL INDEX KEY: 0001819810
STANDARD INDUSTRIAL CLASSIFICATION: GUIDED MISSILES & SPACE VEHICLES & PARTS [3760]
ORGANIZATION NAME: 04 Manufacturing
EIN: 881818410
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: SCHEDULE 13D/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 005-91869
FILM NUMBER: 26893725
BUSINESS ADDRESS:
STREET 1: 8226 PHILIPS HIGHWAY, SUITE 101
CITY: JACKSONVILLE
STATE: FL
ZIP: 32256
BUSINESS PHONE: 650 701-7722
MAIL ADDRESS:
STREET 1: 8226 PHILIPS HIGHWAY, SUITE 101
CITY: JACKSONVILLE
STATE: FL
ZIP: 32256
FORMER COMPANY:
FORMER CONFORMED NAME: Genesis Park Acquisition Corp.
DATE OF NAME CHANGE: 20200731
FILED BY:
COMPANY DATA:
COMPANY CONFORMED NAME: AE RED HOLDINGS, LLC
CENTRAL INDEX KEY: 0001880796
ORGANIZATION NAME:
EIN: 844731110
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: SCHEDULE 13D/A
BUSINESS ADDRESS:
STREET 1: 2500 N. MILITARY TRAIL, SUITE 470
CITY: BOCA RATON
STATE: FL
ZIP: 33431
BUSINESS PHONE: 561-372-7820
MAIL ADDRESS:
STREET 1: 2500 N. MILITARY TRAIL, SUITE 470
CITY: BOCA RATON
STATE: FL
ZIP: 33431
SCHEDULE 13D/A
1
primary_doc.xml
X0202SCHEDULE 13D/A0001104659-21-1155710001880796XXXXXXXXLIVE20Common Stock, par value $0.0001 per share04/22/2026false000181981075776W103Redwire Corp6700 Broken Sound Parkway NWBoca RatonFL33487AE Red Holdings, LLC(561) 372-78206700 Broken Sound Parkway NWBoca RatonFL334870001880796NAE RED HOLDINGS, LLCbOONDE0.002119271.000.002119271.002119271.00N1.0OORows 8, 10 and 11 each represent (i) 107,469 shares of Common Stock, (ii) 2,000,000 shares of Common Stock issuable upon the exercise of 2,000,000 warrants to acquire one share of Common Stock ("Warrants") and (iii) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026.
The calculation for Row 13 is based upon 191,975,804 shares of Common Stock of the Issuer issued and outstanding as of February 23, 2026, as reported on the Issuer's most recent Form 10-K, filed on February 27, 2026 plus (i) 2,000,000 shares of Common Stock underlying 2,000,000 Warrants, (ii) 15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock and (iii) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026.0002074087NEdge Autonomy Ultimate Holdings, LPbOONDE0.000.000.000.000.00N0.0PN0001881294NMichael Robert GreenebOONDE0.0017366857.000.0017366857.0017366857.00N8.3INRows 8, 10 and 11 each represent (i) 107,469 shares of Common Stock, (ii) 2,000,000 shares of Common Stock issuable upon the exercise of Warrants, (iii) 15,247,586 shares of Common Stock issuable upon conversion of 46,505.13 shares of Series A Convertible Preferred Stock and (iv) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026.
The calculation for Row 13 is based upon 191,975,804 shares of Common Stock of the Issuer issued and outstanding as of February 23, 2026, as reported on the Issuer's most recent Form 10-K, filed on February 27, 2026 plus (i) 2,000,000 shares of Common Stock underlying 2,000,000 Warrants, (ii) 15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock and (iii) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026.0001880788NDavid H RowebOONDE0.0017366857.000.0017366857.0017366857.00N8.3INRows 8, 10 and 11 each represent (i) 107,469 shares of Common Stock, (ii) 2,000,000 shares of Common Stock issuable upon the exercise of Warrants, (iii) 15,247,586 shares of Common Stock issuable upon conversion of 46,505.13 shares of Series A Convertible Preferred Stock and (iv) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026.
The calculation for Row 13 is based upon 191,975,804 shares of Common Stock of the Issuer issued and outstanding as of February 23, 2026, as reported on the Issuer's most recent Form 10-K, filed on February 27, 2026 plus (i) 2,000,000 shares of Common Stock underlying 2,000,000 Warrants, (ii) 15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock and (iii) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026.0001732535NAE INDUSTRIAL PARTNERS FUND II-B, LPbOONDE0.002134521.000.002134521.002134521.00N1.0PNRows 8, 10 and 11 each represent (i) 107,469 shares of Common Stock, (ii) 2,000,000 shares of Common Stock issuable upon the exercise of Warrants, (iii) 15,250 shares of Common Stock issuable upon conversion of 46.51 shares of Series A Convertible Preferred Stock and (iv) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026.
The calculation for Row 13 is based upon 191,975,804 shares of Common Stock of the Issuer issued and outstanding as of February 23, 2026, as reported on the Issuer's most recent Form 10-K, filed on February 27, 2026 plus (i) 2,000,000 shares of Common Stock underlying 2,000,000 Warrants, (ii) 15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock and (iii) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026.0001732533NAE INDUSTRIAL PARTNERS FUND II, LPbOONDE0.008307249.000.008307249.008307249.00N4.0PNRows 8, 10 and 11 each represent (i) 107,469 shares of Common Stock, (ii) 2,000,000 shares of Common Stock issuable upon the exercise of Warrants, (iii) 6,187,978 shares of Common Stock issuable upon conversion of 18,873.33 shares of Series A Convertible Preferred Stock and (iv) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026.
The calculation for Row 13 is based upon 191,975,804 shares of Common Stock of the Issuer issued and outstanding as of February 23, 2026, as reported on the Issuer's most recent Form 10-K, filed on February 27, 2026 plus (i) 2,000,000 shares of Common Stock underlying 2,000,000 Warrants, (ii) 15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock and (iii) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026.0001732534NAE INDUSTRIAL PARTNERS FUND II-A, LPbOONDE0.006081101.000.006081101.006081101.00N2.9PNRows 8, 10 and 11 each represent (i) 107,469 shares of Common Stock, (ii) 2,000,000 shares of Common Stock issuable upon the exercise of Warrants, (iii) 3,961,830 shares of Common Stock issuable upon conversion of 12,083.58 shares of Series A Convertible Preferred Stock and (iv) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026.
The calculation for Row 13 is based upon 191,975,804 shares of Common Stock of the Issuer issued and outstanding as of February 23, 2026, as reported on the Issuer's most recent Form 10-K, filed on February 27, 2026 plus (i) 2,000,000 shares of Common Stock underlying 2,000,000 Warrants, (ii) 15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock and (iii) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026.0001804072NAE INDUSTRIAL PARTNERS STRUCTURED SOLUTIONS I, LPbOONDE0.005082528.000.005082528.005082528.00N2.4PNRows 8, 10 and 11 each represent 5,082,528 shares of Common Stock issuable upon conversion of 15,501.71 shares of Series A Convertible Preferred Stock.
The calculation for Row 13 is based upon 191,975,804 shares of Common Stock of the Issuer issued and outstanding as of February 23, 2026, as reported on the Issuer's most recent Form 10-K, filed on February 27, 2026 plus (i) 2,000,000 shares of Common Stock underlying 2,000,000 Warrants, (ii) 15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock and (iii) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026.0001880792NAEROEQUITY GP, LLCbOONDE0.0017366857.000.0017366857.0017366857.00N8.3OORows 8, 10 and 11 each represent (i) 107,469 shares of Common Stock, (ii) 2,000,000 shares of Common Stock issuable upon the exercise of Warrants, (iii) 15,247,586 shares of Common Stock issuable upon conversion of 46,505.13 shares of Series A Convertible Preferred Stock and (iv) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026.
The calculation for Row 13 is based upon 191,975,804 shares of Common Stock of the Issuer issued and outstanding as of February 23, 2026, as reported on the Issuer's most recent Form 10-K, filed on February 27, 2026 plus (i) 2,000,000 shares of Common Stock underlying 2,000,000 Warrants, (ii) 15,247,586 shares of Common Stock issuable upon the conversion of 46,505.13 shares of Series A Convertible Preferred Stock and (iii) 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026.Common Stock, par value $0.0001 per shareRedwire Corp6700 Broken Sound Parkway NWBoca RatonFL33487Explanatory 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, Amendment No. 15 filed on March 3, 2026, Amendment No. 16 filed on March 26, 2026, Amendment No. 17 filed on April 15, 2026, Amendment No. 18 filed on April 20, 2026 and Amendment No. 19 filed on April 22, 2026 (collectively, the "Existing 13D"), is hereby amended in this Amendment No. 20 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 a reduction in reported beneficial ownership due to sales of Common Stock made by the Reporting Persons in open market transactions.The information set forth in rows 7 through 13 (and related footnotes) of each of the cover pages of this Amendment No. 20 are incorporated herein by reference. The following information is as of the date hereof and assumes there are 209,235,193 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 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.
AE Fund II-B is 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 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 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 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 and 11,802 shares of Common Stock issuable in respect of restricted stock units that vest on May 22, 2026, in each case directly held by AE Industrial Partners LP, an affiliate of the Reporting Persons, which together constitute an aggregate beneficial ownership of 17,366,857 shares of Common Stock or 8.3% of the Issuer's Common Stock.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 17,366,857 shares of Common Stock as set forth in rows 7 through 13 of the cover pages of this Statement.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.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).AE RED HOLDINGS, LLC/s/ Michael Robert GreeneMichael Robert Greene/Vice President and Assistant Treasurer04/24/2026Edge Autonomy Ultimate Holdings, LP/s/ Michael Robert GreeneMichael Robert Greene/ Vice President04/24/2026Michael Robert Greene/s/ Michael Robert GreeneMichael Robert Greene04/24/2026David H Rowe/s/ David H RoweDavid H Rowe04/24/2026AE INDUSTRIAL PARTNERS FUND II-B, LP/s/ Michael Robert GreeneMichael Robert Greene/Managing Member04/24/2026AE INDUSTRIAL PARTNERS FUND II, LP/s/ Michael Robert GreeneMichael Robert Greene/Managing Member04/24/2026AE INDUSTRIAL PARTNERS FUND II-A, LP/s/ Michael Robert GreeneMichael Robert Greene/Vice President and Assistant Treasurer04/24/2026AE INDUSTRIAL PARTNERS STRUCTURED SOLUTIONS I, LP/s/ Michael Robert GreeneMichael Robert Greene/Managing Member04/24/2026AEROEQUITY GP, LLC/s/ Michael Robert GreeneMichael Robert Greene/Managing Member04/24/2026EX-99.(A)
2
tm2612211d3_ex99-a.htm
SCHEDULE A
Schedule A
Transactions in the Shares During the Past
60 Days
Shares of Common Stock Sold
Price per Share ($)
Date of Purchase / Sale
21,365,909
10.85(1)
04/22/2026
1. These shares were sold in a single transaction at a price of $10.85.