Filing Details

Redemption of Convertible Preferred Stock Pursuant to the terms of that certain Registration Rights Coordination Agreement, dated June 8, 2025, by and among the Issuer, the Reporting Persons, AE Industrial Partners Fund II, L.P. and AE Industrial Partners Structured Solutions I, L.P. (the "RRCA"), on June 18, 2025, the Reporting Persons provided notice to the Issuer of their election to receive the Repurchase Proceeds (as defined in the RRCA) in connection with the Issuer's offering of Common Stock pursuant to the Issuer's final prospectus supplement dated June 16, 2025, which constituted an "Offering" under the RRCA. Pursuant to the RRCA and before giving effect to any subsequent exercise of the underwriters' option to purchase additional shares of Common Stock in connection with the offering, the Issuer was obligated to repurchase 11,195.81 shares of Convertible Preferred Stock from the Reporting Persons on the terms set forth in the RRCA. The Issuer agreed to notify the Reporting Persons in writing if there is an exercise of the greenshoe option in connection with the Offering, after which the Reporting Persons will, pursuant to the RRCA, have five business days to exercise their rights with respect to those incremental net proceeds. The foregoing description of the RRCA does not purport to be complete and is qualified in its entirety by reference to the full text of the RRCA, a copy of which is filed as Exhibit A, and is incorporated by reference herein.

Item 5(a) of the Schedule 13D is hereby amended and restated in its entirety: The information set forth in Items 2, 3 and 4 are hereby incorporated by reference into this Item 5(a). The percentage of the Issuer's outstanding shares of Common Stock beneficially owned by the Reporting Persons is based on 142,575,692 shares of Common Stock outstanding as of June 18, 2025, of which (i) 77,285,845 were outstanding on June 13, 2025, as set forth in the Issuer's Prospectus Supplement filed pursuant to Rule 424(b)(5) on June 17, 2025, (ii) approximately 49,764,847 were issued on June 13, 2025, as set forth in the Issuer's Form 8-K filed on June 13, 2025, and (iii) 15,525,000 were issued on June 18, 2025, as set forth in the Issuer's Form 8-K filed on June 18, 2025, and as such outstanding amount is increased by the 19,889,026 shares of Common Stock issuable upon the conversion of the 60,661.53 shares of Convertible Preferred Stock held by the Reporting Persons. As of the date hereof, BCCR beneficially owned approximately 60,661.53 shares of Convertible Preferred Stock. Pursuant to the terms of the Certificate of Designation filed with the Delaware Secretary of State and effective October 28, 2022, as of the date hereof, such shares were convertible into approximately 19,889,026 shares of Common Stock, which amount is no longer subject to the previously disclosed conversion blocker which limited beneficial ownership of the Reporting Persons to 20.4%. As a result of the foregoing and the relationships described in Item 2(a) of this Schedule 13D, the Reporting Persons may be deemed to beneficially own in the aggregate 19,889,026 shares of Common Stock, which constitutes approximately 12.2% of the outstanding Common Stock of the Issuer.

Item 5(b) of the Schedule 13D is hereby amended and restated in its entirety: The information set forth in Item 5(a) is hereby incorporated by reference into this Item 5(b).

Item 5(c) of the Schedule 13D is hereby amended and supplemented by adding the following information. Other than as disclosed in Item 4 of this Fifth Amendment, Item 4 of the Fourth Amendment and Item 4 of the Third Amendment, none of the Reporting Persons has effected any transactions in the Common Stock during the past 60 days of this Fifth Amendment.

The information set forth in Item 4 is hereby incorporated by reference into this Item 6.

Exhibit A Registration Rights Coordination Agreement, dated as of June 8, 2025, by and among Redwire Corporation, BCC Redwire Aggregator, L.P., AE Industrial Partners Fund II, L.P., and AE Industrial Partners Structured Solutions I, L.P. (incorporated by reference to Exhibit 10.1 to the current report on Form 8-K filed with the SEC by the Issuer on June 9, 2025). Exhibit B Lock-Up Agreement, dated as of June 16, 2025, by and among BCC Redwire Aggregator, L.P. and J.P. Morgan Securities LLC, BofA Securities, Inc. and Morgan Stanley & Co. LLC (as representatives of several underwriters referenced therein).