RDW · Redwire Corp
Key customers — 46.9% of revenue (fiscal year ended December 31, 2025)
“During our fiscal year ended December 31, 2025, we generated 46.9% of our revenue from national security customers, 21.6% of our revenue from civil customers, and 31.5% of our revenue from commercial customers.”
Key customers — 31.5% of revenue (fiscal year ended December 31, 2025)
“During our fiscal year ended December 31, 2025, we generated 46.9% of our revenue from national security customers, 21.6% of our revenue from civil customers, and 31.5% of our revenue from commercial customers.”
Key customers — 21.6% of revenue (fiscal year ended December 31, 2025)
“During our fiscal year ended December 31, 2025, we generated 46.9% of our revenue from national security customers, 21.6% of our revenue from civil customers, and 31.5% of our revenue from commercial customers.”
Trades by corporate insiders — officers, directors and holders of more than 10% of the shares — disclosed to the SEC on Forms 3, 4 and 5. Form 4 must be filed within two business days of the trade.
Insider Sentiment Score
Peer-relative 0–100 rank of how aggressively insiders accumulated over the trailing 90 days. See the full ranking.
| Date | Insider | Role | Type | Security | Shares |
|---|---|---|---|---|---|
| 2026-07-14 | Gold Michael N. |
President, Space |
Award↑
Filing footnotes — Performance-Based Restricted Stock Units (2026) (Direct)
Each unit represents a contingent right to receive between 0 and 2 shares of Redwire common stock depending upon Redwire's total shareholder return as compared to the growth of the Russell 2000 Total Return Index during the period beginning on January 1, 2026, the start of the performance period, and ending on December 31, 2028, the end of the performance period. |
Performance-Based Restricted Stock Units (2026)
|
63,637 |
| 2026-07-14 | Gold Michael N. |
President, Space |
Tax↓
Filing footnotes — Common Stock, par value $0.0001 per share (Direct)
Represents shares mandatorily withheld for taxes due in connection with the vesting of restricted stock units. Represents the closing price on the vesting date. |
Common Stock, par value $0.0001 per share
|
3,777 |
| 2026-07-14 | Futch Aaron Michael |
EVP, GC and Secretary |
Award↑
Filing footnotes — Common Stock, par value $0.0001 per share (Direct)
Consists of restricted stock units which vest in three equal annual installments on July 14, 2027, July 14, 2028 and July 14, 2029. Includes 2,360 shares acquired through Redwire Corporation's employee stock purchase plan. |
Common Stock, par value $0.0001 per share
|
45,455 |
| 2026-07-14 | Edmunds Chris |
Chief Financial Officer |
Award↑
Filing footnotes — Performance-Based Restricted Stock Units (2026) (Direct)
Each unit represents a contingent right to receive between 0 and 2 shares of Redwire common stock depending upon Redwire's total shareholder return as compared to the growth of the Russell 2000 Total Return Index during the period beginning on January 1, 2026, the start of the performance period, and ending on December 31, 2028, the end of the performance period. |
Performance-Based Restricted Stock Units (2026)
|
76,364 |
| 2026-07-14 | Cannito Peter Anthony Jr |
Director, Chairman and CEO |
Tax↓
Filing footnotes — Common Stock, par value $0.0001 per share (Direct)
Represents shares mandatorily withheld for taxes due in connection with the vesting of restricted stock units. Represents the closing price on the vesting date. Includes 9,678 shares acquired through Redwire Corporation's employee stock purchase plan. |
Common Stock, par value $0.0001 per share
|
12,631 |
| 2026-07-14 | Futch Aaron Michael |
EVP, GC and Secretary |
Award↑
Filing footnotes — Performance-Based Restricted Stock Units (2026) (Direct)
Each unit represents a contingent right to receive between 0 and 2 shares of Redwire common stock depending upon Redwire's total shareholder return as compared to the growth of the Russell 2000 Total Return Index during the period beginning on January 1, 2026, the start of the performance period, and ending on December 31, 2028, the end of the performance period. |
Performance-Based Restricted Stock Units (2026)
|
45,455 |
| 2026-07-14 | Gold Michael N. |
President, Space |
Award↑
Filing footnotes — Common Stock, par value $0.0001 per share (Direct)
Consists of restricted stock units which vest in three equal annual installments on July 14, 2027, July 14, 2028 and July 14, 2029. |
Common Stock, par value $0.0001 per share
|
63,637 |
| 2026-07-14 | Edmunds Chris |
Chief Financial Officer |
Award↑
Filing footnotes — Common Stock, par value $0.0001 per share (Direct)
Consists of restricted stock units which vest in three equal annual installments on July 14, 2027, July 14, 2028 and July 14, 2029. |
Common Stock, par value $0.0001 per share
|
76,364 |
| 2026-07-14 | Cannito Peter Anthony Jr |
Director, Chairman and CEO |
Award↑
Filing footnotes — Performance-Based Restricted Stock Units (2026) (Direct)
Each unit represents a contingent right to receive between 0 and 2 shares of Redwire common stock depending upon Redwire's total shareholder return as compared to the growth of the Russell 2000 Total Return Index during the period beginning on January 1, 2026, the start of the performance period, and ending on December 31, 2028, the end of the performance period. |
Performance-Based Restricted Stock Units (2026)
|
190,637 |
| 2026-07-14 | Cannito Peter Anthony Jr |
Director, Chairman and CEO |
Award↑
Filing footnotes — Common Stock, par value $0.0001 per share (Direct)
Consists of restricted stock units which vest in three equal annual installments on July 14, 2027, July 14, 2028 and July 14, 2029. Includes 9,678 shares acquired through Redwire Corporation's employee stock purchase plan. |
Common Stock, par value $0.0001 per share
|
190,637 |
| 2026-07-14 | Edmunds Chris |
Chief Financial Officer |
Tax↓
Filing footnotes — Common Stock, par value $0.0001 per share (Direct)
Represents shares mandatorily withheld for taxes due in connection with the vesting of restricted stock units. Represents the closing price on the vesting date. |
Common Stock, par value $0.0001 per share
|
1,160 |
| 2026-07-14 | Futch Aaron Michael |
EVP, GC and Secretary |
Tax↓
Filing footnotes — Common Stock, par value $0.0001 per share (Direct)
Represents shares mandatorily withheld for taxes due in connection with the vesting of restricted stock units. Represents the closing price on the vesting date. Includes 2,360 shares acquired through Redwire Corporation's employee stock purchase plan. |
Common Stock, par value $0.0001 per share
|
2,271 |
| 2026-07-11 | Cannito Peter Anthony Jr |
Director, Chairman and CEO |
Tax↓
Filing footnotes — Common Stock, par value $0.0001 per share (Direct)
Represents shares mandatorily withheld for taxes due in connection with the vesting of restricted stock units. Represents the closing price on Friday, July 10, 2026, the last trading day prior to the vesting date. Includes 9,678 shares acquired through Redwire Corporation's employee stock purchase plan. |
Common Stock, par value $0.0001 per share
|
25,369 |
| 2026-07-11 | Gold Michael N. |
President, Space |
Tax↓
Filing footnotes — Common Stock, par value $0.0001 per share (Direct)
Represents shares mandatorily withheld for taxes due in connection with the vesting of restricted stock units. Represents the closing price on Friday, July 10, 2026, the last trading day prior to the vesting date. |
Common Stock, par value $0.0001 per share
|
11,457 |
| 2026-07-11 | Edmunds Chris |
Chief Financial Officer |
Tax↓
Filing footnotes — Common Stock, par value $0.0001 per share (Direct)
Represents shares mandatorily withheld for taxes due in connection with the vesting of restricted stock units. Represents the closing price on Friday, July 10, 2026, the last trading day prior to the vesting date. |
Common Stock, par value $0.0001 per share
|
3,372 |
| 2026-07-11 | Futch Aaron Michael |
EVP, GC and Secretary |
Tax↓
Filing footnotes — Common Stock, par value $0.0001 per share (Direct)
Represents shares mandatorily withheld for taxes due in connection with the vesting of restricted stock units. Represents the closing price on Friday, July 10, 2026, the last trading day prior to the vesting date. Includes 2,360 shares acquired through Redwire Corporation's employee stock purchase plan, including 1,780 shares acquired subsequent to the date of the reporting person's last Section 16 filing. |
Common Stock, par value $0.0001 per share
|
1,834 |
| 2026-07-10 | Heston Gregory L |
Director |
Award↑
Filing footnotes — Common Stock, par value $0.0001 per share (Direct)
Consists of restricted stock units which vest in full on July 10, 2027, subject to the reporting person's continued service to the issuer through the vesting date. |
Common Stock, par value $0.0001 per share
|
14,735 |
| 2026-07-03 | Gold Michael N. |
President, Space |
Tax↓
Filing footnotes — Common Stock, par value $0.0001 per share (Direct)
Represents shares mandatorily withheld for taxes due in connection with the vesting of restricted stock units. Represents the closing price on Thursday, July 2, 2026, the last trading day prior to the vesting date. |
Common Stock, par value $0.0001 per share
|
8,122 |
| 2026-07-03 | Edmunds Chris |
Chief Financial Officer |
Tax↓
Filing footnotes — Common Stock, par value $0.0001 per share (Direct)
Represents shares mandatorily withheld for taxes due in connection with the vesting of restricted stock units. Represents the closing price on Thursday, July 2, 2026, the last trading day prior to the vesting date. |
Common Stock, par value $0.0001 per share
|
2,522 |
| 2026-07-03 | Cannito Peter Anthony Jr |
Director, Chairman and CEO |
Tax↓
Filing footnotes — Common Stock, par value $0.0001 per share (Direct)
Represents shares mandatorily withheld for taxes due in connection with the vesting of restricted stock units. Represents the closing price on Thursday, July 2, 2026, the last trading day prior to the vesting date. Includes 9,678 shares acquired through Redwire Corporation's employee stock purchase plan, including 2,134 shares acquired subsequent to the date of the reporting person's last Section 16 filing. |
Common Stock, par value $0.0001 per share
|
19,168 |
| 2026-06-11 | AE RED HOLDINGS, LLC |
Director, 10% Owner |
Exercise↑
Filing footnotes — Common Stock, par value $0.0001 per share (Indirect)
Voting and dispositive power with respect to the securities held by AE Red Holdings, LLC ("AE Red") and the AE Funds (as defined below) 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"). AE Fund II GP is the general partner of the AE Funds (as defined below). 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. 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. |
Common Stock, par value $0.0001 per share
(I)
|
2,000,000 |
| 2026-06-11 | AE RED HOLDINGS, LLC |
Director, 10% Owner |
Exercise↓
Filing footnotes — Warrants (Indirect)
The warrants will expire five years after the date of the Issuer's business combination (subject to certain exceptions provided by the governing warrant agreement). Voting and dispositive power with respect to the securities held by AE Red Holdings, LLC ("AE Red") and the AE Funds (as defined below) 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"). AE Fund II GP is the general partner of the AE Funds (as defined below). 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. 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. |
Warrants
(I)
|
2,000,000 |
| 2026-06-11 | AE RED HOLDINGS, LLC |
Director, 10% Owner |
Sell↓
Filing footnotes — Common Stock, par value $0.0001 per share (Indirect)
On June 11, 2026, the reporting person exercised warrants to purchase 2,000,000 shares of the Issuer's common stock for $11.50 a share. The reporting person paid the exercise price on a cashless basis, resulting in the Issuer withholding 1,070,565 of the warrant shares to pay the exercise price and issuing the reporting person the remaining 929,435 shares. Voting and dispositive power with respect to the securities held by AE Red Holdings, LLC ("AE Red") and the AE Funds (as defined below) 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"). AE Fund II GP is the general partner of the AE Funds (as defined below). 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. 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. |
Common Stock, par value $0.0001 per share
(I)
|
1,070,565 |
| 2026-05-21 | Brothers Louis R Jr |
Director |
Award↑
Filing footnotes — Common Stock, par value $0.0001 per share (Direct)
Consists of restricted stock units which vest in full on May 21, 2027, subject to the reporting person's continued service to the issuer through the vesting date. |
Common Stock, par value $0.0001 per share
|
9,772 |
| 2026-05-21 | McConville James |
Director |
Award↑
Filing footnotes — Common Stock, par value $0.0001 per share (Direct)
Consists of restricted stock units which vest in full on May 21, 2027, subject to the reporting person's continued service to the issuer through the vesting date. |
Common Stock, par value $0.0001 per share
|
9,772 |
| 2026-05-21 | AE RED HOLDINGS, LLC |
Director, 10% Owner |
Award↑
Filing footnotes — Common Stock, par value $0.0001 per share (Indirect)
Consists of 9,772 restricted stock units granted to each of Kirk Michael Konert and Michael Robert Greene in their capacity as a member of the Issuer's Board of Directors and, subject to their respective continued service through the vesting date, the reported securities will vest with respect to each recipient in a single installment on May 21, 2027 and will be assigned to AE Industrial Partners, LP. Prior to such vesting and assignment, each of Mr. Konert and Mr. Greene will hold the reported securities for the benefit of AE Industrial Partners, LP and each of them disclaims all right title and interest in such securities. Voting and dispositive power with respect to the securities held by AE Red Holdings, LLC ("AE Red") is exercised by Mr. 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, the general partner of each of the AE Funds (as defined below). 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. 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. |
Common Stock, par value $0.0001 per share
(I)
|
19,544 |
| 2026-05-21 | Calvelli Frank |
Director |
Award↑
Filing footnotes — Common Stock, par value $0.0001 per share (Direct)
Consists of restricted stock units which vest in full on May 21, 2027, subject to the reporting person's continued service to the issuer through the vesting date. |
Common Stock, par value $0.0001 per share
|
9,772 |
| 2026-05-21 | HAYES DOROTHY D |
Director |
Award↑
Filing footnotes — Common Stock, par value $0.0001 per share (Direct)
Consists of restricted stock units which vest in full on May 21, 2027, subject to the reporting person's continued service to the issuer through the vesting date. |
Common Stock, par value $0.0001 per share
|
9,772 |
| 2026-05-21 | Isham Joanne O'Rourke |
Director |
Award↑
Filing footnotes — Common Stock, par value $0.0001 per share (Direct)
Consists of restricted stock units which vest in full on May 21, 2027, subject to the reporting person's continued service to the issuer through the vesting date. |
Common Stock, par value $0.0001 per share
|
9,772 |
| 2026-05-18 | AE RED HOLDINGS, LLC |
Director, 10% Owner |
Other↓
Filing footnotes — Series A Convertible Preferred Stock (Indirect)
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. The conversion price is subject to customary anti-dilution adjustments, including in the event of any stock split, stock dividend, recapitalization or similar events. 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. 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. 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. |
Series A Convertible Preferred Stock
(I)
|
46,505 |
| 2026-05-18 | AE RED HOLDINGS, LLC |
Director, 10% Owner |
Sell↓
Filing footnotes — Common Stock, par value $0.0001 per share (Indirect)
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. 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. 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. |
Common Stock, par value $0.0001 per share
(I)
|
5,659,509 |
| 2026-05-18 | AE RED HOLDINGS, LLC |
Director, 10% Owner |
Other↑
Filing footnotes — Common Stock, par value $0.0001 per share (Indirect)
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. 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. |
Common Stock, par value $0.0001 per share
(I)
|
15,247,586 |
| 2026-05-18 | AE RED HOLDINGS, LLC |
Director, 10% Owner |
Sell↓
Filing footnotes — Common Stock, par value $0.0001 per share (Indirect)
These shares were sold in a single transaction at a price of $13.30. 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. 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. |
Common Stock, par value $0.0001 per share
(I)
|
9,588,077 |
| 2026-04-22 | AE RED HOLDINGS, LLC |
Director, 10% Owner |
Sell↓
Filing footnotes — Common Stock, par value $0.0001 per share (Indirect)
These shares were sold in a single transaction at a price of $10.85. Voting and dispositive power with respect to the securities held by AE Red Holdings, LLC ("AE Red") and Edge Autonomy Ultimate Holdings, LP ("Edge Seller") 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, the general partner of each of the AE Funds (as defined below). 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 and Edge Seller. 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. |
Common Stock, par value $0.0001 per share
(I)
|
21,365,909 |
| 2026-04-21 | AE RED HOLDINGS, LLC |
Director, 10% Owner |
Sell↓
Filing footnotes — Common Stock, par value $0.0001 per share (Indirect)
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.09 to $10.90. 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 4 to this Form 4. Voting and dispositive power with respect to the securities held by AE Red Holdings, LLC ("AE Red") and Edge Autonomy Ultimate Holdings, LP ("Edge Seller") 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, the general partner of each of the AE Funds (as defined below). 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 and Edge Seller. 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. |
Common Stock, par value $0.0001 per share
(I)
|
977,887 |
| 2026-04-20 | AE RED HOLDINGS, LLC |
Director, 10% Owner |
Sell↓
Filing footnotes — Common Stock, par value $0.0001 per share (Indirect)
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.00 to $10.64. 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 1 to this Form 4. Voting and dispositive power with respect to the securities held by AE Red Holdings, LLC ("AE Red") and Edge Autonomy Ultimate Holdings, LP ("Edge Seller") 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, the general partner of each of the AE Funds (as defined below). 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 and Edge Seller. 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. |
Common Stock, par value $0.0001 per share
(I)
|
1,766,372 |
| 2026-04-17 | AE RED HOLDINGS, LLC |
Director, 10% Owner |
Sell↓
Filing footnotes — Common Stock, par value $0.0001 per share (Indirect)
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.30 to $11.38. 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 4 to this Form 4. Voting and dispositive power with respect to the securities held by AE Red Holdings, LLC ("AE Red") and Edge Autonomy Ultimate Holdings, LP ("Edge Seller") 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, the general partner of each of the AE Funds (as defined below). 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 and Edge Seller. 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. |
Common Stock, par value $0.0001 per share
(I)
|
2,034,536 |
| 2026-04-16 | AE RED HOLDINGS, LLC |
Director, 10% Owner |
Sell↓
Filing footnotes — Common Stock, par value $0.0001 per share (Indirect)
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.94 to $11.29. 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 1 to this Form 4. Voting and dispositive power with respect to the securities held by AE Red Holdings, LLC ("AE Red") and Edge Autonomy Ultimate Holdings, LP ("Edge Seller") 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, the general partner of each of the AE Funds (as defined below). 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 and Edge Seller. 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. |
Common Stock, par value $0.0001 per share
(I)
|
3,145,207 |
| 2026-04-15 | AE RED HOLDINGS, LLC |
Director, 10% Owner |
Sell↓
Filing footnotes — Common Stock, par value $0.0001 per share (Indirect)
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.46 to $9.93. 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 4 to this Form 4. Voting and dispositive power with respect to the securities held by AE Red Holdings, LLC ("AE Red") and Edge Autonomy Ultimate Holdings, LP ("Edge Seller") 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, the general partner of each of the AE Funds (as defined below). 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 and Edge Seller. 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. |
Common Stock, par value $0.0001 per share
(I)
|
692,936 |
| 2026-04-14 | AE RED HOLDINGS, LLC |
Director, 10% Owner |
Sell↓
Filing footnotes — Common Stock, par value $0.0001 per share (Indirect)
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.64 to $10.52. 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 1 to this Form 4. Voting and dispositive power with respect to the securities held by AE Red Holdings, LLC ("AE Red") and Edge Autonomy Ultimate Holdings, LP ("Edge Seller") 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, the general partner of each of the AE Funds (as defined below). 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 and Edge Seller. 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. |
Common Stock, par value $0.0001 per share
(I)
|
1,202,375 |
| 2026-04-13 | AE RED HOLDINGS, LLC |
Director, 10% Owner |
Sell↓
Filing footnotes — Common Stock, par value $0.0001 per share (Indirect)
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.07 to $10.14. 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 4 to this Form 4. Voting and dispositive power with respect to the securities held by AE Red Holdings, LLC ("AE Red") and Edge Autonomy Ultimate Holdings, LP ("Edge Seller") 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, the general partner of each of the AE Funds (as defined below). 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 and Edge Seller. 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. |
Common Stock, par value $0.0001 per share
(I)
|
790,393 |
| 2026-04-10 | AE RED HOLDINGS, LLC |
Director, 10% Owner |
Sell↓
Filing footnotes — Common Stock, par value $0.0001 per share (Indirect)
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.07 to $9.70. 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 1 to this Form 4. Voting and dispositive power with respect to the securities held by AE Red Holdings, LLC ("AE Red") and Edge Autonomy Ultimate Holdings, LP ("Edge Seller") 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, the general partner of each of the AE Funds (as defined below). 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 and Edge Seller. 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. |
Common Stock, par value $0.0001 per share
(I)
|
581,018 |
| 2026-04-09 | AE RED HOLDINGS, LLC |
Director, 10% Owner |
Sell↓
Filing footnotes — Common Stock, par value $0.0001 per share (Indirect)
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.10 to $9.75. 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 4 to this Form 4. Voting and dispositive power with respect to the securities held by AE Red Holdings, LLC ("AE Red") and Edge Autonomy Ultimate Holdings, LP ("Edge Seller") 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, the general partner of each of the AE Funds (as defined below). 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 and Edge Seller. 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. |
Common Stock, par value $0.0001 per share
(I)
|
542,368 |
| 2026-04-08 | AE RED HOLDINGS, LLC |
Director, 10% Owner |
Sell↓
Filing footnotes — Common Stock, par value $0.0001 per share (Indirect)
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.00 to $10.54. 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 1 to this Form 4. Voting and dispositive power with respect to the securities held by AE Red Holdings, LLC ("AE Red") and Edge Autonomy Ultimate Holdings, LP ("Edge Seller") 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, the general partner of each of the AE Funds (as defined below). 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 and Edge Seller. 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. |
Common Stock, par value $0.0001 per share
(I)
|
407,776 |
| 2026-04-03 | Calvelli Frank |
Director |
Award↑
Filing footnotes — Common Stock, par value $0.0001 per share (Direct)
Consists of restricted stock units which vest in full on April 3, 2027, subject to the reporting person's continued service to the issuer through the vesting date. |
Common Stock, par value $0.0001 per share
|
2,999 |
| 2026-03-25 | AE RED HOLDINGS, LLC |
Director, 10% Owner |
Sell↓
Filing footnotes — Common Stock, par value $0.0001 per share (Indirect)
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.45 to $9.54. 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 4 to this Form 4. Voting and dispositive power with respect to the securities held by AE Red Holdings, LLC ("AE Red") and Edge Autonomy Ultimate Holdings, LP ("Edge Seller") 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, the general partner of each of the AE Funds (as defined below). 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 and Edge Seller. 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. |
Common Stock, par value $0.0001 per share
(I)
|
2,500,000 |
| 2026-03-24 | AE RED HOLDINGS, LLC |
Director, 10% Owner |
Sell↓
Filing footnotes — Common Stock, par value $0.0001 per share (Indirect)
These shares were sold in single transaction at a price of $9.15. Voting and dispositive power with respect to the securities held by AE Red Holdings, LLC ("AE Red") and Edge Autonomy Ultimate Holdings, LP ("Edge Seller") 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, the general partner of each of the AE Funds (as defined below). 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 and Edge Seller. 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. |
Common Stock, par value $0.0001 per share
(I)
|
7,500,000 |
| 2026-03-20 | AE RED HOLDINGS, LLC |
Director, 10% Owner |
Sell↓
Filing footnotes — Common Stock, par value $0.0001 per share (Indirect)
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.00 to $10.04. 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 1 to this Form 4. Voting and dispositive power with respect to the securities held by AE Red Holdings, LLC ("AE Red") and Edge Autonomy Ultimate Holdings, LP ("Edge Seller") 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, the general partner of each of the AE Funds (as defined below). 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 and Edge Seller. 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. |
Common Stock, par value $0.0001 per share
(I)
|
27,190 |
| 2026-03-18 | AE RED HOLDINGS, LLC |
Director, 10% Owner |
Sell↓
Filing footnotes — Common Stock, par value $0.0001 per share (Indirect)
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.00 to $10.06. 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 4 to this Form 4. Voting and dispositive power with respect to the securities held by AE Red Holdings, LLC ("AE Red") and Edge Autonomy Ultimate Holdings, LP ("Edge Seller") 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, the general partner of each of the AE Funds (as defined below). 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 and Edge Seller. 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. |
Common Stock, par value $0.0001 per share
(I)
|
81,319 |
| 2026-03-17 | AE RED HOLDINGS, LLC |
Director, 10% Owner |
Sell↓
Filing footnotes — Common Stock, par value $0.0001 per share (Indirect)
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.00 to $10.30. 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 1 to this Form 4. Voting and dispositive power with respect to the securities held by AE Red Holdings, LLC ("AE Red") and Edge Autonomy Ultimate Holdings, LP ("Edge Seller") 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, the general partner of each of the AE Funds (as defined below). 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 and Edge Seller. 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. |
Common Stock, par value $0.0001 per share
(I)
|
996,927 |