Truth Social post of September 10, 2025

PostStatementPublished 25/09/10Open the original

Summary

President Trump expresses concern over Russian drones violating Poland's airspace.

By industry

Defense1 trading day+1.5%p15 stocks5 trading days+2.7%p15 stocks20 trading days+12.7%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
25/09/09	0.0%	0.0%
25/09/10	+1.6%	+0.1%
25/09/11	+2.8%	+0.9%
25/09/12	+2.5%	+0.9%
25/09/15	+2.8%	+1.4%
25/09/16	+4.1%	+1.4%
25/09/17	+4.0%	+1.4%
25/09/18	+5.4%	+1.8%
25/09/19	+5.3%	+1.8%
25/09/22	+5.5%	+2.3%
25/09/23	+5.8%	+1.8%
25/09/24	+5.9%	+1.6%
25/09/25	+5.1%	+1.0%
25/09/26	+7.0%	+1.6%
25/09/29	+7.5%	+1.8%
25/09/30	+9.7%	+2.0%
25/10/01	+11.6%	+2.6%
25/10/02	+12.3%	+2.7%
25/10/03	+13.7%	+2.7%
25/10/06	+15.5%	+3.1%
25/10/07	+15.4%	+2.8%

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.

Mortimer J. BuckleyDirector
BuyBoeing
Buy
Boeing
BA
$497.4K
2,200 sh
$497.4K
Filed 25/08/21
Traded 25/08/19
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
Phebe N. NovakovicChairman and CEO
SellGeneral Dynamics
Sell
General Dynamics
GD
$37.2M
118,573 sh
$37.2M
Filed 25/08/20
Traded 25/08/18
Jana Partners ManagementDirector
SellMercury Systems
Sell
Mercury Systems
MRCY
$52.1M
797,000 sh
$52.1M
Filed 25/08/15
Traded 25/08/13
Shane G. EddyPresident, P&W
SellRTX
Sell
RTX
RTX
$4.1M
25,968 sh
$4.1M
Filed 25/08/28
Traded 25/08/27
Phebe N. NovakovicChairman and CEO
SellGeneral Dynamics
Sell
General Dynamics
GD
$3.3M
10,517 sh
$3.3M
Filed 25/08/20
Traded 25/08/18
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
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
Troy D. BrunkPresident, Collins Aerospace
SellRTX
Sell
RTX
RTX
$1.2M
7,654 sh
$1.2M
Filed 25/08/13
Traded 25/08/12
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
Christopher E. KubasikChair and CEO
Sell10b5-1 planL3HARRIS Technologies
Sell10b5-1 plan
L3HARRIS Technologies
LHX
$10.8M
40,138 sh
$10.8M
Filed 25/08/12
Traded 25/08/11
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
William L. BallhausChairman, President & CEO
SellMercury Systems
Sell
Mercury Systems
MRCY
$841.2K
13,050 sh
$841.2K
Filed 25/08/20
Traded 25/08/19
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
William L. BallhausChairman, President & CEO
SellMercury Systems
Sell
Mercury Systems
MRCY
$691.5K
10,395 sh
$691.5K
Filed 25/08/20
Traded 25/08/18
David E. FarnsworthEVP, CFO
SellMercury Systems
Sell
Mercury Systems
MRCY
$488.2K
7,339 sh
$488.2K
Filed 25/08/20
Traded 25/08/18
David E. FarnsworthEVP, CFO
SellMercury Systems
Sell
Mercury Systems
MRCY
$488.1K
7,572 sh
$488.1K
Filed 25/08/20
Traded 25/08/19
William A. MossVice President and Controller
SellGeneral Dynamics
Sell
General Dynamics
GD
$2.8M
8,920 sh
$2.8M
Filed 25/08/18
Traded 25/08/14
William A. MossVice President and Controller
SellGeneral Dynamics
Sell
General Dynamics
GD
$2.8M
8,780 sh
$2.8M
Filed 25/08/18
Traded 25/08/14