Truth Social post of September 23, 2025

PostStatementPublished 25/09/23Open the original

Summary

President Trump says Ukraine could win back its original territory with EU and NATO support, calling Russia economically weakened by the war. He says the US will continue supplying weapons to NATO.

By industry

Defense1 trading day+0.7%p15 stocks5 trading days+2.2%p15 stocks20 trading days+3.3%p15 stocks

Day by day after the announcement

Defense stocks and the S&P 500 after the announcement, cumulative %
Day	Defense stocks	S&P 500
25/09/22	0.0%	0.0%
25/09/23	+0.3%	−0.5%
25/09/24	+0.3%	−0.7%
25/09/25	−0.5%	−1.3%
25/09/26	+1.4%	−0.7%
25/09/29	+1.8%	−0.5%
25/09/30	+3.8%	−0.3%
25/10/01	+5.4%	+0.3%
25/10/02	+6.1%	+0.4%
25/10/03	+7.3%	+0.4%
25/10/06	+8.9%	+0.8%
25/10/07	+8.7%	+0.5%
25/10/08	+9.9%	+1.0%
25/10/09	+6.9%	+0.7%
25/10/10	+4.1%	−2.6%
25/10/13	+5.1%	−0.5%
25/10/14	+5.7%	−0.7%
25/10/15	+4.0%	−0.2%
25/10/16	+2.8%	−1.0%
25/10/17	+1.7%	−0.2%
25/10/20	+4.2%	+0.8%

Korean stocks in these industries

Hanwha Aerospace 012450
Korea Aerospace Industries 047810
LIG Defense & Aerospace 079550
Hyundai Rotem 064350

Trades in these industries around the announcement

Members' and insiders' trades in the industries' stocks, 30 days before to 30 days after.

Nick L. StanageDirector
BuyHuntington Ingalls Industries
Buy
Huntington Ingalls Industries
HII
$954.7K
3,500 sh
$954.7K
Filed 25/09/02
Traded 25/08/29
Shane G. EddyPresident, P&W
SellRTX
Sell
RTX
RTX
$4.1M
25,968 sh
$4.1M
Filed 25/08/28
Traded 25/08/27
Srinivas AttiliEVP, Civilian
BuyScience Applications International
Buy
Science Applications International
SAIC
$9,735
100 sh
$9,735
Filed 25/10/14
Traded 25/10/10
Christopher E. KubasikChair and CEO
Sell10b5-1 planL3HARRIS Technologies
Sell10b5-1 plan
L3HARRIS Technologies
LHX
$23.2M
83,000 sh
$23.2M
Filed 25/09/12
Traded 25/09/12
Frank A. St JohnCOO
SellLockheed Martin
Sell
Lockheed Martin
LMT
$2.3M
4,703 sh
$2.3M
Filed 25/10/27
Traded 25/10/23
John S. MengucciPresident & CEO
SellCaci International
Sell
Caci International
CACI
$2.3M
4,683 sh
$2.3M
Filed 25/09/17
Traded 25/09/15
Frank A. St JohnCOO
SellLockheed Martin
Sell
Lockheed Martin
LMT
$1.5M
3,020 sh
$1.5M
Filed 25/10/27
Traded 25/10/23
John S. MengucciPresident & CEO
SellCaci International
Sell
Caci International
CACI
$1.1M
2,274 sh
$1.1M
Filed 25/09/17
Traded 25/09/15
John S. MengucciPresident & CEO
SellCaci International
Sell
Caci International
CACI
$855.4K
1,742 sh
$855.4K
Filed 25/09/17
Traded 25/09/15
John S. MengucciPresident & CEO
SellCaci International
Sell
Caci International
CACI
$710.4K
1,443 sh
$710.4K
Filed 25/09/17
Traded 25/09/15
Christopher J. BradyVice President
SellGeneral Dynamics
Sell
General Dynamics
GD
$2.6M
8,150 sh
$2.6M
Filed 25/08/27
Traded 25/08/25
Stephen Edward HullSector President
SellLeidos Holdings
Sell
Leidos Holdings
LDOS
$2.2M
12,497 sh
$2.2M
Filed 25/09/04
Traded 25/09/04
Mark MalcolmDirector
SellGeneral Dynamics
Sell
General Dynamics
GD
$1.1M
3,220 sh
$1.1M
Filed 25/09/16
Traded 25/09/12
Trace E. StevensonPresident, Autonomous Systems
SellAeroVironment
Sell
AeroVironment
AVAV
$654.2K
1,717 sh
$654.2K
Filed 25/10/07
Traded 25/10/06
Roy E. StevensSector President
SellLeidos Holdings
Sell
Leidos Holdings
LDOS
$493.4K
2,716 sh
$493.4K
Filed 25/08/27
Traded 25/08/25
Kevin Patrick McDonnellCFO
Sell10b5-1 planAeroVironment
Sell10b5-1 plan
AeroVironment
AVAV
$398.9K
998 sh
$398.9K
Filed 25/10/14
Traded 25/10/10
Frank A. St JohnCOO
SellLockheed Martin
Sell
Lockheed Martin
LMT
$34K
69 sh
$34K
Filed 25/10/27
Traded 25/10/23
Deanna H. LundEVP & CFO
Sell10b5-1 planKratos Defense & Security Solutions
Sell10b5-1 plan
Kratos Defense & Security Solutions
KTOS
$203.5K
2,193 sh
$203.5K
Filed 25/10/03
Traded 25/10/01
Deanna H. LundEVP & CFO
Sell10b5-1 planKratos Defense & Security Solutions
Sell10b5-1 plan
Kratos Defense & Security Solutions
KTOS
$175.1K
1,907 sh
$175.1K
Filed 25/10/03
Traded 25/10/01
John S. MengucciPresident & CEO
SellCaci International
Sell
Caci International
CACI
$16.2K
33 sh
$16.2K
Filed 25/09/17
Traded 25/09/15