Truth Social post of May 13, 2025

Summary

President Trump reiterates that the Boeing 747 is being given to the US Air Force/Department of Defense, not to him personally, saying it will serve as a temporary Air Force One until new Boeings arrive, saving hundreds of millions of taxpayer dollars.

By industry

Defense1 trading day−1.3%p15 stocks5 trading days−0.5%p15 stocks20 trading days−1.9%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
25/05/12	0.0%	0.0%
25/05/13	−0.7%	+0.6%
25/05/14	−1.6%	+0.6%
25/05/15	+0.7%	+1.3%
25/05/16	+1.5%	+0.9%
25/05/19	+1.5%	+2.0%
25/05/20	+2.5%	+1.6%
25/05/21	+0.8%	−0.1%
25/05/22	+1.2%	+0.0%
25/05/23	−0.7%	−0.7%
25/05/27	+1.6%	+1.4%
25/05/28	−0.2%	+2.2%
25/05/29	−0.5%	+1.1%
25/05/30	+0.4%	+1.0%
25/06/02	−0.6%	+1.7%
25/06/03	+0.9%	+2.2%
25/06/04	+0.8%	+2.2%
25/06/05	+0.9%	+1.6%
25/06/06	+2.1%	+2.8%
25/06/09	+2.8%	+2.8%
25/06/10	+1.5%	+3.4%

Stocks it names

BoeingBA

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.

Eric M. DemarcoPresident & CEO
BuyKratos Defense & Security Solutions
Buy
Kratos Defense & Security Solutions
KTOS
$250.4K
7,455 sh
$250.4K
Filed 25/05/12
Traded 25/05/12
James A. Winnefeld Jr.Director
BuyRTX
Buy
RTX
RTX
$23.6K
200 sh
$23.6K
Filed 25/04/23
Traded 25/04/23
Stephanie F. PopeEVP, Pres. & CEO, BCA
SellBoeing
Sell
Boeing
BA
$3.1M
16,768.13 sh
$3.1M
Filed 25/05/05
Traded 25/05/01
Christopher E. KubasikChair and CEO
SellL3HARRIS Technologies
Sell
L3HARRIS Technologies
LHX
$8.2M
33,061 sh
$8.2M
Filed 25/06/13
Traded 25/06/12
Garth GrahamDirector
BuyScience Applications International
Buy
Science Applications International
SAIC
$25.1K
215 sh
$25.1K
Filed 25/04/14
Traded 25/04/14
David Christopher RaymondEVP, Pres. & CEO, BGS
SellBoeing
Sell
Boeing
BA
$729.2K
3,899 sh
$729.2K
Filed 25/05/05
Traded 25/05/02
Srinivas AttiliEVP, Civilian
BuyScience Applications International
Buy
Science Applications International
SAIC
$10.2K
100 sh
$10.2K
Filed 25/06/05
Traded 25/06/03
John BoozmanSenator · Republican · AR
BuyRTX
Buy
RTX
RTX
$1K–$15K
Joint
$1K–$15K
Reported 25/06/14
Traded 25/05/30
Dantaya M. WilliamsEVP & Chief HR Officer
SellRTX
Sell
RTX
RTX
$2.3M
16,922 sh
$2.3M
Filed 25/06/05
Traded 25/06/03
Jeffrey S. ShockeyEVP, Gov Ops, GPP & CS
SellBoeing
Sell
Boeing
BA
$650.2K
3,205 sh
$650.2K
Filed 25/05/15
Traded 25/05/13
Michael J. ClearyController
SellBoeing
Sell
Boeing
BA
$558K
3,000 sh
$558K
Filed 25/05/08
Traded 25/05/06
Christopher E. KubasikChair and CEO
SellL3HARRIS Technologies
Sell
L3HARRIS Technologies
LHX
$546.4K
2,212 sh
$546.4K
Filed 25/06/13
Traded 25/06/11
Jana Partners ManagementDirector
SellMercury Systems
Sell
Mercury Systems
MRCY
$4.6M
100,000 sh
$4.6M
Filed 25/05/09
Traded 25/05/09
Jana Partners ManagementDirector
SellMercury Systems
Sell
Mercury Systems
MRCY
$4.1M
88,152 sh
$4.1M
Filed 25/05/09
Traded 25/05/08
Michael J. ClearyController
SellBoeing
Sell
Boeing
BA
$368K
2,000 sh
$368K
Filed 25/05/05
Traded 25/05/01
Amy L. JohnsonCorporate VP and Controller
SellRTX
Sell
RTX
RTX
$320.8K
2,515 sh
$320.8K
Filed 25/05/08
Traded 25/05/06
John BoozmanSenator · Republican · AR
Partial saleGeneral Dynamics
Partial sale
General Dynamics
GD
$1K–$15K
Joint
$1K–$15K
Reported 25/06/14
Traded 25/05/20
Amy L. JohnsonCorporate VP and Controller
SellRTX
Sell
RTX
RTX
$207.9K
1,631 sh
$207.9K
Filed 25/05/08
Traded 25/05/06
Kathy J. WardenChair, CEO and President
Sell10b5-1 planNorthrop Grumman
Sell10b5-1 plan
Northrop Grumman
NOC
$1.9M
3,750 sh
$1.9M
Filed 25/06/13
Traded 25/06/12
Jonah AdelmanPresident, ME Division
SellKratos Defense & Security Solutions
Sell
Kratos Defense & Security Solutions
KTOS
$1.4M
40,000 sh
$1.4M
Filed 25/05/15
Traded 25/05/13