Genesis Park II LP

Genesis Park II LP sells 2,338,266 (2.34M shares) RDW at $11.50; price now $13.97, down -37.1% in 30d from 52-week high.

Genesis Park II LP, a 10% owner, reduced its Redwire stake by 27.8%, selling 2,338,266 shares at $11.50 on 2025-02-25 for $26,890,059.00. This is the fifth consecutive sell at RDW within a 3-week window (2025-01-28 through 2025-02-25), signaling sustained, repeated liquidation activity. At the cross-ticker level, the insider's prior 16 open-market sells averaged a 30-day return of +4.8%, but at RDW specifically, the measurable 30-day outcome from the 2025-01-28 sale was -37.3%, suggesting poor timing on that earlier trade. The company is unprofitable (net income $-21.0M) despite strong annual revenue growth of +51.8%, and the stock has declined -37.1% in 30 days and -45.6% from its 52-week high, indicating substantial deterioration in valuation and investor sentiment since the selling began.

Genesis Park II LP (10% owner) sells 49,983 shares at blended $24.37; 5 consecutive RDW sales in 10 days suggest pattern amid 90-day +86.0% surge

Genesis Park II LP, a 10% holder, executed 2 separate sales totaling 49,983 shares for $1,217,925.18 between Feb 14–18, 2025, reducing post-transaction holdings from 3.70M to 3.65M shares. This latest filing marks the 5th sale at RDW in 11 days (Jan 24–Feb 14), suggesting a sustained liquidation pattern. The timing of these sales coincides with an exceptionally sharp price appreciation: the stock is up 86.0% over 90 days and 47.2% over 30 days, trading at $21.72, still below its 52-week high of $25.66. Genesis Park's prior same-ticker sales at RDW lack measurable 90-day outcomes, so the pattern's ultimate success cannot yet be evaluated; however, the frequency and consistency of selling into a steep rally warrant attention, particularly given the company's fundamental headwind (unprofitable with -$21.0M net income on $68.6M quarterly revenue), even as annualized growth stands at +51.8%.

Genesis Park II LP (10% Owner) sold 92,694 shares at blended avg $23.64 on 2025-02-04/05 for $2.2M; still holds 3.71M shares. Stock at $21.74, up 29.3% in 30d.

Genesis Park II LP executed 2 separate sales totaling 92,694 shares for $2,191,039.37 on 2025-02-04 and 2025-02-05, reducing holdings by 2.4% to 3,711,347 shares. The sales occurred near the 52-week high ($23.92), with the blended average price of $23.64 representing a 8.7% premium to the current price of $21.74. Notably, this follows a cluster of 5 consecutive sell transactions at RDW between 2025-01-22 and 2025-01-28—suggesting sustained liquidation activity. The company is unprofitable (net income $-20,959,000.00 for the latest full fiscal year) despite strong annual revenue growth of 51.8%, which frames these sales within a context of uncertain financial trajectory. The insider's cross-ticker track record shows 12 prior sells with an average 30-day post-sale return of 30.2%, indicating historically poor timing on equity exits; this transaction's placement near recent highs adds weight to that pattern.

Genesis Park II LP sold 150,000 RDW shares for $3,391,020.00 over two days at $22.61 blended price; stock now at $22.22.

Genesis Park II LP, a 10% owner, executed 2 separate sales totaling 150,000 shares for $3,391,020.00 on 2025-01-27 and 2025-01-28, reducing holdings from 3,954,041 to 3,804,041 shares (-3.8%). The sales occurred near the 52-week high of $22.33, with the blended average price of $22.61 just 1.8% above the current market price of $22.22. Redwire is experiencing rapid price momentum (+189.0% over 90 days, +25.9% over 30 days) despite fundamental challenges: the company generated $68,638,000.00 in quarterly revenue but reported negative net income of $-20,959,000.00 and remains unprofitable on a full-year basis, though revenue grew +51.8% annually. The insider's prior 5 same-ticker transactions at RDW (all sales on 2025-01-06, 2025-01-21, 2025-01-22, 2025-01-23, 2025-01-24) show an active recent disposition pattern; outcomes for these earlier trades remain unmeasurable. No historical pattern of well-timed sells is evident at this ticker.

Genesis Park II LP (10% owner) sold 153,448 shares ($3.4M) at $21.92–$22.02 amid +27.4% 30-day rally

Genesis Park II LP, a 10% stockholder, executed 2 separate sales totaling 153,448 shares for $3,368,532.72 on 2025-01-23 and 2025-01-24, reducing holdings by -3.7% at a blended average price of $21.95. The sales occur during a sharp momentum phase: the stock is +27.4% over 30 days and +161.8% over 90 days, trading -2.3% below its 52-week high of $22.33. The company reported $68.6M quarterly revenue with +51.8% annual growth but remains unprofitable at -$21.0M net income, creating a fundamental disconnect between strong revenue expansion and continued losses. The insider's prior 5 trades at this ticker (all recent, all sells, all outcome-not-yet-measurable) suggest sustained disposition activity, though cross-ticker track record shows a +25.0% average 30-day return on 9 prior sells elsewhere.

Genesis Park II LP sold 200,000 shares ($4.0M) at $19.98 avg; stock now $22.05, -1.2% from 52-week high

Genesis Park II LP, a 10% owner, executed two separate sales totaling 200,000 shares for $3,995,395.00 on January 21–22, 2025, reducing its holding from 4,307,489 shares to 4,107,489 shares (-4.6%). The sales occurred at a blended average price of $19.98, below the current price of $22.05 and well below the 52-week high of $22.33. The timing is notable given the stock's 30-day performance of +46.3% and 90-day performance of +156.7%; the insider sold into strength after a substantial recent rally. Redwire is unprofitable (net income $-21.0M in its latest full fiscal year) despite strong annual revenue growth of +51.8%, and the 10% holder's own prior five trades at RDW over the past month all followed the same direction (sales on 2025-01-23, 2025-01-06, 2025-01-03, 2025-01-02, and 2024-12-31), indicating a sustained reduction in equity stake rather than a one-time transaction.

Genesis Park II LP sells 172,415 RDW shares ($3.1M) in 2 transactions; 10% stake reduced to 4.32M shares amid -$21.0M quarterly loss.

Genesis Park II LP, a 10% owner of Redwire Corp, executed 2 separate sales on 2025-01-03 and 2025-01-06 totaling 172,415 shares for $3,097,822.29 at a blended average price of $17.97, reducing its post-transaction holding to 4,322,853 shares (a net reduction of -3.8% vs pre-transaction holdings). The sales occurred near recent highs—current price $16.81 is -7.1% below the 52-week high of $18.09—within a stretch of recent heavy selling activity (4 prior same-ticker sales in the prior week alone: 2025-01-02, 2024-12-31, 2024-12-30, 2024-12-27). Against this backdrop, Redwire's fundamentals remain concerning: the latest quarterly net income was $-20,959,000.00, the company remains unprofitable on a full-year basis, and liquidity constraints or operational stress may be driving the sustained divestment pattern. While the company has posted strong revenue growth of +51.8% annually, losses are accelerating, which creates tension between growth narrative and profitability—a pattern that institutional holders often address through staged exits at prices near recent peaks.

Genesis Park II LP sells 102,788 shares of RDW across two transactions for $1,761,770.98; stake reduced from 4.60M to 4.50M shares

Genesis Park II LP, a 10% owner in Redwire Corp, executed two separate sales totaling 102,788 shares for $1,761,770.98 on December 31, 2024 and January 2, 2025, at blended average price of $17.14. The sales reduced holdings by 2.2% to 4,495,268 shares (4.50M shares). The timing of these sales is noteworthy: they occurred as RDW stock reached its 52-week high of $18.09, coinciding with exceptional recent momentum (+37.2% over 30 days, +149.9% over 90 days). However, RDW remains fundamentally challenged—the company posted negative net income of $-20,959,000.00 in its latest quarter despite strong revenue growth of +51.8% year-over-year, indicating the business is not yet profitable despite expanded scale.

Genesis Park II LP sold 95,241 shares in 2 tranches for $1,623,878.01; retains 4.60M shares post-sale.

Genesis Park II LP, holding 4.60M shares post-transaction, executed 2 separate sales totaling 95,241 shares for $1,623,878.01 ($1.6M), representing a -2.0% reduction from pre-transaction holdings of 4.69M shares. The sales occurred at $16.99 and $18.01, with a blended average price of $17.05 against current price of $16.46. The company reported revenue of $68.6M in its latest quarter but remains unprofitable with a net income of -$21.0M for the most recent period. The 10% owner retains substantial remaining holdings, and this filing represents its only visible open-market activity in the available track record at this ticker.