[SCHEDULE 13D/A] V2X, Inc. SEC Filing
Amendment No. 6 updates the Schedule 13D for V2X, Inc. to reflect a registered secondary offering in which Vertex Aerospace Holdco LLC sold 2,000,000 shares of common stock to RBC Capital Markets at $50.00 per share, closing on August 11, 2025. The filing reports aggregate beneficial ownership of 10,167,286 shares composed of 9,700,001 shares held by Vertex Holdco, 375,420 shares held by Lightship Capital LLC and 91,865 shares subject to an irrevocable proxy. The percentage ownership figures are calculated using 31,509,821 shares outstanding after a disclosed repurchase of 200,000 shares on August 11, 2025.
The secondary sale reduced Vertex Holdco鈥檚 stake, which under the parties鈥� shareholders agreement triggers governance changes: two directors designated by Vertex Holdco are expected to resign effective August 14, 2025; Vertex Holdco will be limited to designating one director per board committee and will lose certain consent rights over material corporate actions. The amendment also incorporates by reference the Underwriting Agreement (filed as Exhibit 99.10) and notes a 45-day lock-up by Vertex Holdco from August 8, 2025.
Emendamento n. 6 aggiorna lo Schedule 13D di V2X, Inc. per riflettere un'offerta secondaria registrata in cui Vertex Aerospace Holdco LLC ha venduto 2,000,000 azioni ordinarie a RBC Capital Markets al prezzo di $50.00 per azione, con chiusura l'11 agosto 2025. Il deposito riporta una partecipazione beneficiaria complessiva di 10,167,286 azioni, composta da 9,700,001 azioni detenute da Vertex Holdco, 375,420 azioni detenute da Lightship Capital LLC e 91,865 azioni soggette a una delega irrevocabile. Le percentuali di partecipazione sono calcolate su 31,509,821 azioni in circolazione dopo il riacquisto comunicato di 200,000 azioni avvenuto l'11 agosto 2025.
La vendita secondaria ha ridotto la quota di Vertex Holdco che, secondo l'accordo tra azionisti, comporta cambiamenti nella governance: due amministratori designati da Vertex Holdco dovrebbero dimettersi con effetto dal 14 agosto 2025; Vertex Holdco sar脿 limitata a designare un solo amministratore per ciascun comitato del consiglio e perder脿 alcuni diritti di consenso su operazioni societarie rilevanti. L'emendamento incorpora inoltre per riferimento l'Underwriting Agreement (depositato come Exhibit 99.10) e segnala un periodo di lock-up di 45 giorni a carico di Vertex Holdco a partire dall'8 agosto 2025.
Enmienda n煤m. 6 actualiza el Schedule 13D de V2X, Inc. para reflejar una oferta secundaria registrada en la que Vertex Aerospace Holdco LLC vendi贸 2,000,000 acciones ordinarias a RBC Capital Markets a $50.00 por acci贸n, cerrando el 11 de agosto de 2025. La presentaci贸n informa una tenencia beneficiaria agregada de 10,167,286 acciones, compuesta por 9,700,001 acciones en poder de Vertex Holdco, 375,420 en poder de Lightship Capital LLC y 91,865 sujetas a un poder irrevocable. Las cifras porcentuales se calculan utilizando 31,509,821 acciones en circulaci贸n tras una recompra divulgada de 200,000 acciones el 11 de agosto de 2025.
La venta secundaria redujo la participaci贸n de Vertex Holdco, lo que, seg煤n el acuerdo de accionistas, desencadena cambios de gobernanza: se espera que dos directores designados por Vertex Holdco renuncien con efecto el 14 de agosto de 2025; Vertex Holdco quedar谩 limitada a designar un director por comit茅 del consejo y perder谩 ciertos derechos de consentimiento sobre acciones corporativas materiales. La enmienda tambi茅n incorpora por referencia el Underwriting Agreement (presentado como Exhibit 99.10) y se帽ala un per铆odo de bloqueo de 45 d铆as por parte de Vertex Holdco desde el 8 de agosto de 2025.
靾橃爼鞎� 鞝�6順�電� V2X, Inc.鞚� Schedule 13D毳� 臧膘嫚頃橃棳 Vertex Aerospace Holdco LLC臧� 霌彪霅� 2彀� 毵り皝鞚� 韱淀暣 氤错喌欤� 2,000,000欤�毳� RBC Capital Markets鞐� 欤茧嫻 $50.00鞐� 毵り皝頄堦碃, 頃措嫻 瓯半灅臧� 2025雲� 8鞗� 11鞚� 膦呹舶霅橃棃鞚岇潉 氚橃榿頃╇媹雼�. 鞝滌稖靹滊電� 齑� 鞁れ 氤挫湢歆�攵� 10,167,286欤�毳� 氤搓碃頃橂┌, 鞚措姅 Vertex Holdco臧� 氤挫湢頃� 9,700,001欤�, Lightship Capital LLC臧� 氤挫湢頃� 375,420欤� 氚� 旆唽 攵堦皜電ロ暅 鞙勳瀯鞐� 頃措嫻頃橂姅 91,865欤茧 甑劚霅╇媹雼�. 歆�攵� 牍勳湪鞚� 2025雲� 8鞗� 11鞚� 瓿店皽霅� 200,000欤� 鞛愳偓欤� 毵れ瀰 鞚错泟鞚� 31,509,821欤� 鞙犿喌欤检嫕靾�毳� 旮办鞙茧 瓿勳偘霅橃棃鞀惦媹雼�.
鞚� 2彀� 毵り皝鞙茧 Vertex Holdco鞚� 歆�攵勳澊 臧愳唽頄堦碃, 欤检＜ 臧� 瓿勳暯鞐� 霐半澕 歆�氚瓣惮臁� 氤�瓴届澊 齑夒皽霅╇媹雼�. Vertex Holdco臧� 歆�氇呿暅 鞚挫偓 2氇呾潃 2025雲� 8鞗� 14鞚茧秬搿� 靷瀯頃� 瓴冹溂搿� 鞓堨儊霅橂┌, Vertex Holdco電� 臧� 鞚挫偓須� 鞙勳洂須岆硠搿� 頃� 氇呾潣 鞚挫偓毵� 歆�氇呿暊 靾� 鞛堦矊 霅橁碃, 欷戨寑頃� 須岇偓 頄夓渼鞐� 雽�頃� 鞚茧秬 霃欖潣甓岇潉 靸侅嫟頃橁矊 霅╇媹雼�. 鞚� 靾橃爼鞎堨潃 Underwriting Agreement毳� 彀胳“搿� 韽暔(Exhibit 99.10鞙茧 鞝滌稖)頃橂┌, Vertex Holdco鞚� 2025雲� 8鞗� 8鞚茧秬韯� 鞁滌瀾霅橂姅 45鞚� 臧勳潣 霛届梾鞚� 氇呾嫓頃╇媹雼�.
Amendement n掳6 met 脿 jour le Schedule 13D de V2X, Inc. pour refl茅ter une offre secondaire enregistr茅e dans laquelle Vertex Aerospace Holdco LLC a vendu 2,000,000 actions ordinaires 脿 RBC Capital Markets 脿 $50.00 par action, cl么tur茅e le 11 ao没t 2025. Le d茅p么t fait 茅tat d'une participation b茅n茅ficiaire agr茅g茅e de 10,167,286 actions, compos茅e de 9,700,001 actions d茅tenues par Vertex Holdco, 375,420 actions d茅tenues par Lightship Capital LLC et 91,865 actions soumises 脿 une procuration irr茅vocable. Les pourcentages sont calcul茅s sur la base de 31,509,821 actions en circulation apr猫s un rachat divulgu茅 de 200,000 actions le 11 ao没t 2025.
La vente secondaire a r茅duit la participation de Vertex Holdco, ce qui, en vertu de l'accord des actionnaires, entra卯ne des modifications de la gouvernance : deux administrateurs d茅sign茅s par Vertex Holdco devraient d茅missionner avec effet au 14 ao没t 2025 ; Vertex Holdco sera limit茅e 脿 d茅signer un administrateur par comit茅 du conseil et perdra certains droits de consentement sur des op茅rations corporatives importantes. L'amendement incorpore 茅galement par r茅f茅rence le Underwriting Agreement (d茅pos茅 en tant qu'Exhibit 99.10) et indique une p茅riode de lock-up de 45 jours pour Vertex Holdco 脿 compter du 8 ao没t 2025.
Nachtrag Nr. 6 aktualisiert das Schedule 13D von V2X, Inc., um ein registriertes Sekund盲rangebot widerzuspiegeln, in dessen Rahmen Vertex Aerospace Holdco LLC 2,000,000 Aktien des Stammkapitals an RBC Capital Markets zu $50.00 pro Aktie verkauft hat; der Abschluss erfolgte am 11. August 2025. Die Einreichung meldet ein aggregiertes wirtschaftliches Eigentum von 10,167,286 Aktien, bestehend aus 9,700,001 Aktien, die von Vertex Holdco gehalten werden, 375,420 Aktien von Lightship Capital LLC und 91,865 Aktien, die einer unwiderruflichen Vollmacht unterliegen. Die prozentualen Beteiligungswerte werden unter Zugrundelegung von 31,509,821 im Umlauf befindlichen Aktien berechnet, nach einem offenbarten R眉ckkauf von 200,000 Aktien am 11. August 2025.
Der Sekund盲rverkauf verringerte die Beteiligung von Vertex Holdco, was gem盲脽 der Aktion盲rsvereinbarung Governance-脛nderungen ausl枚st: Zwei von Vertex Holdco benannte Direktoren werden voraussichtlich mit Wirkung zum 14. August 2025 zur眉cktreten; Vertex Holdco darf k眉nftig nur noch einen Direktor pro Ausschuss des Vorstands benennen und verliert bestimmte Zustimmungsrechte bei wesentlichen Unternehmensma脽nahmen. Die 脛nderung nimmt au脽erdem das Underwriting Agreement (eingereicht als Exhibit 99.10) durch Verweis auf und vermerkt eine 45-t盲gige Lock-up-Frist f眉r Vertex Holdco ab dem 8. August 2025.
- Transaction completed: Vertex Holdco successfully sold 2,000,000 shares at $50.00 per share pursuant to an underwriting agreement with RBC Capital Markets.
- Disclosure clarity: Amendment No. 6 updates beneficial ownership figures to reflect the secondary offering and a company repurchase, improving transparency.
- Exhibit filed: The Underwriting Agreement (Exhibit 99.10) is incorporated by reference, making material transaction terms available to investors.
- Reduced ownership and control: The secondary sale lowered Vertex Holdco鈥檚 percentage ownership, triggering governance changes and diminished influence.
- Director resignations: Two directors designated by Vertex Holdco are expected to resign effective August 14, 2025.
- Loss of consent rights: Vertex Holdco no longer retains consent rights over certain material corporate actions and may only designate one director per board committee.
- Temporary lock-up: Vertex Holdco agreed not to sell or dispose of shares for 45 days after August 8, 2025, subject to exceptions.
Insights
TL;DR: A major shareholder sold 2M shares at $50, trimming its stake and altering board influence; ownership now disclosed at 10.17M shares.
The filing provides clear, material updates to ownership and governance. The sale of 2,000,000 shares at $50 per share reduced Vertex Holdco鈥檚 percentage stake and is quantified against an updated outstanding share count of 31,509,821 after a 200,000 share repurchase. The filing clarifies beneficial ownership breakdowns across reporting entities and confirms no other transactions in the prior 60 days. For investors this amendment improves transparency about share distribution and immediate governance impacts resulting from the reduced holding.
TL;DR: Reduced ownership materially changes board composition and consent rights; two designated directors will resign and committee-designation and consent rights are curtailed.
The amendment documents governance consequences tied to the shareholders agreement: two Vertex-designated directors are expected to tender resignations effective August 14, 2025, Vertex Holdco will be limited to one designee per committee, and it loses consent rights over key corporate actions including stock issuances, repurchases, asset acquisitions/dispositions and charter amendments. These are meaningful reductions in influence that directly affect the reporting persons鈥� ability to block or steer certain strategic decisions.
Emendamento n. 6 aggiorna lo Schedule 13D di V2X, Inc. per riflettere un'offerta secondaria registrata in cui Vertex Aerospace Holdco LLC ha venduto 2,000,000 azioni ordinarie a RBC Capital Markets al prezzo di $50.00 per azione, con chiusura l'11 agosto 2025. Il deposito riporta una partecipazione beneficiaria complessiva di 10,167,286 azioni, composta da 9,700,001 azioni detenute da Vertex Holdco, 375,420 azioni detenute da Lightship Capital LLC e 91,865 azioni soggette a una delega irrevocabile. Le percentuali di partecipazione sono calcolate su 31,509,821 azioni in circolazione dopo il riacquisto comunicato di 200,000 azioni avvenuto l'11 agosto 2025.
La vendita secondaria ha ridotto la quota di Vertex Holdco che, secondo l'accordo tra azionisti, comporta cambiamenti nella governance: due amministratori designati da Vertex Holdco dovrebbero dimettersi con effetto dal 14 agosto 2025; Vertex Holdco sar脿 limitata a designare un solo amministratore per ciascun comitato del consiglio e perder脿 alcuni diritti di consenso su operazioni societarie rilevanti. L'emendamento incorpora inoltre per riferimento l'Underwriting Agreement (depositato come Exhibit 99.10) e segnala un periodo di lock-up di 45 giorni a carico di Vertex Holdco a partire dall'8 agosto 2025.
Enmienda n煤m. 6 actualiza el Schedule 13D de V2X, Inc. para reflejar una oferta secundaria registrada en la que Vertex Aerospace Holdco LLC vendi贸 2,000,000 acciones ordinarias a RBC Capital Markets a $50.00 por acci贸n, cerrando el 11 de agosto de 2025. La presentaci贸n informa una tenencia beneficiaria agregada de 10,167,286 acciones, compuesta por 9,700,001 acciones en poder de Vertex Holdco, 375,420 en poder de Lightship Capital LLC y 91,865 sujetas a un poder irrevocable. Las cifras porcentuales se calculan utilizando 31,509,821 acciones en circulaci贸n tras una recompra divulgada de 200,000 acciones el 11 de agosto de 2025.
La venta secundaria redujo la participaci贸n de Vertex Holdco, lo que, seg煤n el acuerdo de accionistas, desencadena cambios de gobernanza: se espera que dos directores designados por Vertex Holdco renuncien con efecto el 14 de agosto de 2025; Vertex Holdco quedar谩 limitada a designar un director por comit茅 del consejo y perder谩 ciertos derechos de consentimiento sobre acciones corporativas materiales. La enmienda tambi茅n incorpora por referencia el Underwriting Agreement (presentado como Exhibit 99.10) y se帽ala un per铆odo de bloqueo de 45 d铆as por parte de Vertex Holdco desde el 8 de agosto de 2025.
靾橃爼鞎� 鞝�6順�電� V2X, Inc.鞚� Schedule 13D毳� 臧膘嫚頃橃棳 Vertex Aerospace Holdco LLC臧� 霌彪霅� 2彀� 毵り皝鞚� 韱淀暣 氤错喌欤� 2,000,000欤�毳� RBC Capital Markets鞐� 欤茧嫻 $50.00鞐� 毵り皝頄堦碃, 頃措嫻 瓯半灅臧� 2025雲� 8鞗� 11鞚� 膦呹舶霅橃棃鞚岇潉 氚橃榿頃╇媹雼�. 鞝滌稖靹滊電� 齑� 鞁れ 氤挫湢歆�攵� 10,167,286欤�毳� 氤搓碃頃橂┌, 鞚措姅 Vertex Holdco臧� 氤挫湢頃� 9,700,001欤�, Lightship Capital LLC臧� 氤挫湢頃� 375,420欤� 氚� 旆唽 攵堦皜電ロ暅 鞙勳瀯鞐� 頃措嫻頃橂姅 91,865欤茧 甑劚霅╇媹雼�. 歆�攵� 牍勳湪鞚� 2025雲� 8鞗� 11鞚� 瓿店皽霅� 200,000欤� 鞛愳偓欤� 毵れ瀰 鞚错泟鞚� 31,509,821欤� 鞙犿喌欤检嫕靾�毳� 旮办鞙茧 瓿勳偘霅橃棃鞀惦媹雼�.
鞚� 2彀� 毵り皝鞙茧 Vertex Holdco鞚� 歆�攵勳澊 臧愳唽頄堦碃, 欤检＜ 臧� 瓿勳暯鞐� 霐半澕 歆�氚瓣惮臁� 氤�瓴届澊 齑夒皽霅╇媹雼�. Vertex Holdco臧� 歆�氇呿暅 鞚挫偓 2氇呾潃 2025雲� 8鞗� 14鞚茧秬搿� 靷瀯頃� 瓴冹溂搿� 鞓堨儊霅橂┌, Vertex Holdco電� 臧� 鞚挫偓須� 鞙勳洂須岆硠搿� 頃� 氇呾潣 鞚挫偓毵� 歆�氇呿暊 靾� 鞛堦矊 霅橁碃, 欷戨寑頃� 須岇偓 頄夓渼鞐� 雽�頃� 鞚茧秬 霃欖潣甓岇潉 靸侅嫟頃橁矊 霅╇媹雼�. 鞚� 靾橃爼鞎堨潃 Underwriting Agreement毳� 彀胳“搿� 韽暔(Exhibit 99.10鞙茧 鞝滌稖)頃橂┌, Vertex Holdco鞚� 2025雲� 8鞗� 8鞚茧秬韯� 鞁滌瀾霅橂姅 45鞚� 臧勳潣 霛届梾鞚� 氇呾嫓頃╇媹雼�.
Amendement n掳6 met 脿 jour le Schedule 13D de V2X, Inc. pour refl茅ter une offre secondaire enregistr茅e dans laquelle Vertex Aerospace Holdco LLC a vendu 2,000,000 actions ordinaires 脿 RBC Capital Markets 脿 $50.00 par action, cl么tur茅e le 11 ao没t 2025. Le d茅p么t fait 茅tat d'une participation b茅n茅ficiaire agr茅g茅e de 10,167,286 actions, compos茅e de 9,700,001 actions d茅tenues par Vertex Holdco, 375,420 actions d茅tenues par Lightship Capital LLC et 91,865 actions soumises 脿 une procuration irr茅vocable. Les pourcentages sont calcul茅s sur la base de 31,509,821 actions en circulation apr猫s un rachat divulgu茅 de 200,000 actions le 11 ao没t 2025.
La vente secondaire a r茅duit la participation de Vertex Holdco, ce qui, en vertu de l'accord des actionnaires, entra卯ne des modifications de la gouvernance : deux administrateurs d茅sign茅s par Vertex Holdco devraient d茅missionner avec effet au 14 ao没t 2025 ; Vertex Holdco sera limit茅e 脿 d茅signer un administrateur par comit茅 du conseil et perdra certains droits de consentement sur des op茅rations corporatives importantes. L'amendement incorpore 茅galement par r茅f茅rence le Underwriting Agreement (d茅pos茅 en tant qu'Exhibit 99.10) et indique une p茅riode de lock-up de 45 jours pour Vertex Holdco 脿 compter du 8 ao没t 2025.
Nachtrag Nr. 6 aktualisiert das Schedule 13D von V2X, Inc., um ein registriertes Sekund盲rangebot widerzuspiegeln, in dessen Rahmen Vertex Aerospace Holdco LLC 2,000,000 Aktien des Stammkapitals an RBC Capital Markets zu $50.00 pro Aktie verkauft hat; der Abschluss erfolgte am 11. August 2025. Die Einreichung meldet ein aggregiertes wirtschaftliches Eigentum von 10,167,286 Aktien, bestehend aus 9,700,001 Aktien, die von Vertex Holdco gehalten werden, 375,420 Aktien von Lightship Capital LLC und 91,865 Aktien, die einer unwiderruflichen Vollmacht unterliegen. Die prozentualen Beteiligungswerte werden unter Zugrundelegung von 31,509,821 im Umlauf befindlichen Aktien berechnet, nach einem offenbarten R眉ckkauf von 200,000 Aktien am 11. August 2025.
Der Sekund盲rverkauf verringerte die Beteiligung von Vertex Holdco, was gem盲脽 der Aktion盲rsvereinbarung Governance-脛nderungen ausl枚st: Zwei von Vertex Holdco benannte Direktoren werden voraussichtlich mit Wirkung zum 14. August 2025 zur眉cktreten; Vertex Holdco darf k眉nftig nur noch einen Direktor pro Ausschuss des Vorstands benennen und verliert bestimmte Zustimmungsrechte bei wesentlichen Unternehmensma脽nahmen. Die 脛nderung nimmt au脽erdem das Underwriting Agreement (eingereicht als Exhibit 99.10) durch Verweis auf und vermerkt eine 45-t盲gige Lock-up-Frist f眉r Vertex Holdco ab dem 8. August 2025.
FAQ
What shares were sold in the V2X (VVX) secondary offering?
How many V2X shares do the reporting persons beneficially own?
What percent of V2X does this ownership represent?
Will there be changes to the V2X board due to the sale?
Does Vertex Holdco retain consent rights after the sale?
Has the Underwriting Agreement been filed with the amendment?
Did the Reporting Persons trade other V2X shares in the last 60 days?
