AE RED Holdings, LLC

Director AE RED Holdings sold 1.07M RDW shares (49.8% of holdings) for $23.0M at $21.48; stock now down 43.2% from 52-week high

On 2026-06-11, director AE RED Holdings executed a significant open-market sale of 1,070,565 shares (1.07M shares) at $21.48, reducing holdings from 2,147,984 to 1,077,419 shares—a 49.8% reduction of the pre-transaction position. The sale generated $23,000,018.46 ($23.0M) in proceeds. At the current price of $15.12, the stock has declined 43.2% from its 52-week high of $26.64, trading well below the transaction price. Redwire itself remains unprofitable (full-year net income was negative, latest quarter net income was $-76,502,000.00) despite 10.3% annual revenue growth. The insider's timing relative to the stock's subsequent movement cannot be characterized under 10b5-1 trading plan rules if applicable; however, the magnitude of the position reduction, the stock's sharp decline post-transaction, and the company's negative earnings profile warrant attention to whether fundamental pressures or valuation concerns motivated the sale.

Director AE RED Holdings divests 15,247,586 shares (-99.2%) in 2 sales for $209,584,304.60; post-transaction holdings shrink to 128,440 shares

AE RED Holdings, LLC (Director) executed two separate sales on 2026-05-18 totaling 15,247,586 shares for $209,584,304.60 at a blended average price of $13.75, reducing holdings from 15.38M shares to 128.4K shares (a -99.2% reduction in position size). The near-complete liquidation is structurally significant: the filer retains minimal equity ownership post-transaction. In the same-ticker context, the prior 5 sales at RDW occurred consecutively over 2026-04-13 to 2026-04-17, showing a pattern of recent recurring dispositions. At the macro level, the company generated quarterly revenue of $97.0M but reported net income of $-76.5M (unprofitable), despite 10.3% annual revenue growth. The current stock price of $14.78 is -33.6% from its 52-week high of $22.25, though it has recovered +44.8% over the past 30 days and +71.9% over 90 days; the transaction prices of $14.50 and $13.30 sit within the recent recovery trajectory but well below the 52-week peak.

Director AE RED HOLDINGS sold 5,179,743 shares for $55,156,790.71 across two consecutive days; still holds 24,238,608 shares.

AE RED HOLDINGS (Director) executed 2 separate sales totaling 5,179,743 shares for $55,156,790.71 at an average price of $10.65 on April 16–17, 2026, reducing holdings by -17.6% from 29,418,351 shares to 24,238,608 shares. The current stock price of $10.21 sits -50.4% from the 52-week high of $20.57, though the sales themselves executed just below the blended $10.65 level in a tight price window. Redwire Corp remains unprofitable with net income of $-41,152,000.00 against quarterly revenue of $103,432,000.00, and the insider's cross-ticker track record shows 20 prior sells with an average 30-day return of -11.0%, establishing a pattern of elevated downside risk in his sales. The immediately preceding same-ticker activity (5 sells on April 9–15) cannot yet be measured for outcomes, but the sustained high-volume liquidation by a director—removing nearly one-fifth of his stake while the company is losing money—aligns with the negative historical performance profile of his prior transactions.

Director AE RED HOLDINGS sold 1.90M shares (1,895,311) for $18.6M (avg $9.84) over two days; stock now $11.22, up 10.8% in 30 days

AE RED HOLDINGS, LLC, a director, executed two separate sales totaling 1,895,311 shares for $18,649,039.20 at a blended average price of $9.84 on April 14-15, 2026, reducing holdings by 6.1% to 29,418,351 shares. The transaction occurred when Redwire's stock was trading 45.4% below its 52-week high of $20.57, and the stock has subsequently risen 10.8% over the subsequent 30 days to the current price of $11.22. The company is operationally unprofitable with net income of $-41,152,000.00 against quarterly revenue of $103,432,000.00, though it achieved annual revenue growth of 10.3%. The director's cross-ticker track record shows 20 prior sales with an average 30-day return of -13.9%, though at this specific ticker (RDW), all 5 prior measurable trades occurred within days of this filing and do not yet have outcome data.

Director AE RED HOLDINGS sells 1,371,411 shares for $13,139,321.12 at RDW; unprofitable firm with -$41.2M net income

AE RED HOLDINGS, LLC, a director at Redwire Corp, executed 2 separate sales totaling 1,371,411 shares for $13,139,321.12 on 2026-04-10 and 2026-04-13, reducing holdings by 4.2% to 31,313,662 shares. The company is unprofitable with net income of -$41,152,000.00 against revenue of $103,432,000.00 in the latest quarter, though annual revenue growth was +10.3%. The blended sale price of $9.58 is currently 2.3% below the current price of $9.81 but significantly depressed from the 52-week high of $20.57 (-52.3%), placing the transaction in a period of stock weakness. The insider's cross-ticker track record shows a 100.00% 90-day well-timed rate across 20 prior sells with -6.6% average 90-day return, though prior RDW-specific trades lack yet-measurable outcomes and no prior same-ticker sells have been evaluated at the 90-day mark.

Director AE RED HOLDINGS sells 950,144 shares (950.1K shares) for $9.2M as RDW trades 54.8% below 52-week high

AE RED HOLDINGS, LLC, a Director of Redwire Corp, executed 2 separate sales totaling 950,144 shares for $9,229,070.08 at a blended average price of $9.71 on 2026-04-08 and 2026-04-09. The sales reduced holdings by 2.8% (from 33.64M to 32.69M shares), occurring as the stock trades at $9.29, down 54.8% from its 52-week high of $20.57 and off 15.4% over the past 90 days. The underlying company is unprofitable (net income of $-41.2M in the latest quarter, negative full-year net income), though it posted 10.3% annual revenue growth to $103.4M. While the insider's cross-ticker track record shows 20 prior sells with an average 30-day return of -19.8%, the insider's five most recent same-ticker trades at RDW (March 17–April 10) are too recent to evaluate for measurable outcome patterns. The director retains substantial holdings of 32.69M shares post-transaction.

Director AE RED HOLDINGS sells 10,000,000 shares (22.9% of holdings) for $92,250,000 across 2 trades at RDW; stock now -56.9% from 52-week high.

AE RED HOLDINGS, LLC (Director) executed two separate open-market sales totaling 10,000,000 shares for $92,250,000 on 2026-03-24 and 2026-03-25, reducing holdings by 22.9% from 43,635,217 to 33,635,217 shares. The transactions occurred at prices of $9.15 and $9.45 (blended average $9.22), which compare to the current price of $8.87 and the 52-week high of $20.57, placing the stock -56.9% from its recent peak. The director's cross-ticker track record shows 20 prior open-market sells with an average 30-day return of -17.1%, though same-ticker outcomes at RDW remain unmeasurable. Notably, Redwire Corp reported $-41,152,000 in net income over the most recent full fiscal year despite +10.3% annual revenue growth, indicating the company remains unprofitable despite topline expansion. The substantial reduction of director holdings amid financial losses and significant stock price deterioration warrants investor scrutiny of both the director's information advantage and the company's path to profitability.

AE RED HOLDINGS sold 1,078,246 shares at blended avg $10.09 on 2026-03-17/18, exiting 2.4% of holdings; stock now $9.63 vs sold at $10.09.

AE RED HOLDINGS, LLC (Director) executed 2 separate sales totaling 1,078,246 shares for $10,882,965.89, reducing post-transaction holdings to 43,662,407 shares. The sales occurred at prices of $10.10 and $10.01 respectively, above the current price of $9.63 but significantly below the 52-week high of $20.57, where the stock was -53.2% down. While this represents only a 2.4% reduction in holdings—suggesting a modest rather than aggressive exit—the timing context is mixed: the stock has climbed +20.4% over both the 30-day and 90-day periods, yet Redwire remains unprofitable with full-year net income of $-41,152,000.00 against quarterly revenue of $103,432,000.00. The insider's cross-ticker track record of 20 prior sells shows a 0.00% well-timed rate at the 90-day mark (with average 90-day return of +0.8%), and at RDW specifically, 5 recent trades at this same ticker (two on 2026-03-16 and 2026-03-13, one on 2026-03-02) are all still within measurement windows with outcomes not yet determinable.

AE RED HOLDINGS LLC (Director) sold 108,681 shares for $1,092,750.11 at Redwire Corp; stock has gained 26.3% in 30 days

AE RED HOLDINGS LLC sold 108.7K shares across two transactions on 2026-03-13 and 2026-03-16 at a blended average of $10.05, reducing holdings by 0.2%. The company is unprofitable (net income: $-41.2M in the latest quarter) with a current stock price of $10.13. The director's prior sales at this same ticker have shown mixed near-term outcomes: recent sells on 2026-02-04, 2026-02-09, and 2026-02-10 registered 30-day returns of -23.5%, -6.3%, and -5.3% respectively, though measurable 90-day outcomes remain pending. The broader context shows RDW has recovered 26.3% over the past 30 days and 57.3% over 90 days from a depressed base, yet remains 50.8% below its 52-week high of $20.57. The timing relative to this recent recovery and the company's continued unprofitability warrants attention to whether the director perceives current valuations as unsustainable relative to fundamentals.

AE RED HOLDINGS director sold 244.7K RDW shares at $10.06 on 2026-03-02; stock now $9.28, down 54.9% from 52-week high.

AE RED HOLDINGS, LLC sold 244,666 shares of Redwire Corp at $10.06 on 2026-03-02, retaining 44,849,334 shares post-transaction. The sale occurred as RDW trades 54.9% below its 52-week high of $20.57 and near the lower end of its annual range. Redwire remains unprofitable with a net loss of $-41,152,000 on quarterly revenue of $103,432,000, though the company achieved 10.3% annual revenue growth. This insider's recent transaction history at RDW shows four additional sales within nine days of this filing (2026-02-02 through 2026-02-10), suggesting a pattern of consistent liquidation; the earliest measurable outcome (the 2026-02-02 sale) shows a 30-day return of -16.6%, consistent with a downward trend. Across this insider's broader cross-ticker history, the 90-day well-timed rate of 50.00% offers no clear signal of superior market timing ability.