SEC Form 4 · accession 0001193125-26-308090
Applied Aerospace & Defense, Inc. · AADX
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
AA&D Holdings, LP
10% Owner
Period of report
Jul 15, 2026
Accepted (ET)
Jul 17, 2026 · 8:00 pm EDT
Rule 10b5-1 plan
box not checked
Issuer CIK
0002118195
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common StockF1,F2 | Jul 15, 2026 | J | 11,456,787 | $0.00 | D | 126,786,731 | D |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1Represents the pro rata distribution of an aggregate of 11,456,787 shares of common stock by AA&D Holdings, LP to its limited partners, including certain directors and officers of the issuer. No consideration was paid in connection with the transaction reported herein. All shares subject to such distribution remain subject to the lock-up restrictions for the benefit of the underwriters implemented in connection with the initial public offering of the issuer.
- F2AA&D Holdings, LP is a Delaware limited partnership managed by affiliates of Greenbriar Equity Group, L.P. GB Eagle GP, LLC ("GB Eagle GP") is the general partner of AA&D Holdings, LP. Greenbriar Equity Capital V, L.P. ("Greenbriar Equity Capital") is the sole member of GB Eagle GP. Greenbriar Equity Capital is controlled by its general partner, Greenbriar Holdings V, LLC, which is managed by a board of managers (the "Board of Managers"). Voting and dispositive power of the securities held directly by AA&D Holdings, LP is exercised by majority vote of the Board of Managers, which includes Noah Roy, who also serves as a member of the issuer's board of directors. Each of the foregoing persons disclaims beneficial ownership of the securities except to the extent of its pecuniary interest therein.