Truth Social post of April 23, 2026

PostStatementPublished 04/23Open the original

Summary

President Trump says Iran's leadership is in disarray amid infighting between hardliners and moderates, and says the US has total control of the Strait of Hormuz, with no ship able to enter or leave without US Navy approval.

By industry

Defense1 trading day−0.8%p15 stocks5 trading days−4.3%p15 stocks20 trading days−9.2%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
26/04/22	0.0%	0.0%
26/04/23	−1.0%	−0.2%
26/04/24	−3.1%	+0.5%
26/04/27	−3.6%	+0.8%
26/04/28	−3.5%	+0.3%
26/04/29	−3.9%	+0.3%
26/04/30	−1.3%	+1.4%
26/05/01	−2.4%	+1.3%
26/05/04	−2.9%	+1.1%
26/05/05	−5.2%	+2.3%
26/05/06	−3.8%	+3.2%
26/05/07	−5.3%	+2.9%
26/05/08	−5.2%	+3.9%
26/05/11	−5.3%	+4.1%
26/05/12	−4.2%	+3.8%
26/05/13	−5.7%	+4.6%
26/05/14	−5.2%	+5.3%
26/05/15	−7.4%	+3.8%
26/05/18	−5.4%	+4.1%
26/05/19	−6.0%	+3.3%
26/05/20	−5.3%	+4.0%

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.

Bradley D. TildenDirector
BuyBoeing
Buy
Boeing
BA
$299.3K
1,370 sh
$299.3K
Filed 05/22
Traded 05/20
Thomas A. KennedyDirector
BuyTextron
Buy
Textron
TXT
$988.6K
10,300 sh
$988.6K
Filed 05/01
Traded 05/01
Alan ArmstrongSenator · Republican · OK
BuyRTX
Buy
RTX
RTX
$15K–$50K
Self
$15K–$50K
Reported 07/21
Traded 03/27
Alan ArmstrongSenator · Republican · OK
BuyLockheed Martin
Buy
Lockheed Martin
LMT
$1K–$15K
Self
$1K–$15K
Reported 07/21
Traded 03/27
Alan ArmstrongSenator · Republican · OK
BuyBoeing
Buy
Boeing
BA
$1K–$15K
Self
$1K–$15K
Reported 07/21
Traded 03/27
Alan ArmstrongSenator · Republican · OK
Full saleLeidos Holdings
Full sale
Leidos Holdings
LDOS
$15K–$50K
Self
$15K–$50K
Reported 07/21
Traded 03/27
Alan ArmstrongSenator · Republican · OK
BuyTextron
Buy
Textron
TXT
$1K–$15K
Self
$1K–$15K
Reported 07/21
Traded 03/27
Alan ArmstrongSenator · Republican · OK
BuyL3HARRIS Technologies
Buy
L3HARRIS Technologies
LHX
$1K–$15K
Self
$1K–$15K
Reported 07/21
Traded 03/27
Alan ArmstrongSenator · Republican · OK
BuyNorthrop Grumman
Buy
Northrop Grumman
NOC
$1K–$15K
Self
$1K–$15K
Reported 07/21
Traded 03/27
Alan ArmstrongSenator · Republican · OK
BuyGeneral Dynamics
Buy
General Dynamics
GD
$1K–$15K
Self
$1K–$15K
Reported 07/21
Traded 03/27
Srinivas AttiliEVP, Civilian
BuyScience Applications International
Buy
Science Applications International
SAIC
$9,496
100 sh
$9,496
Filed 04/13
Traded 04/09
Mark Lagrand BurnsEVP
SellGeneral Dynamics
Sell
General Dynamics
GD
$11.7M
33,915 sh
$11.7M
Filed 05/13
Traded 05/12
Mark Lagrand BurnsEVP
SellGeneral Dynamics
Sell
General Dynamics
GD
$9.8M
28,641 sh
$9.8M
Filed 05/13
Traded 05/11
David E. FarnsworthEVP, CFO
SellMercury Systems
Sell
Mercury Systems
MRCY
$307.7K
3,625 sh
$307.7K
Filed 04/17
Traded 04/16
Mark Lagrand BurnsEVP
SellGeneral Dynamics
Sell
General Dynamics
GD
$2.6M
7,589 sh
$2.6M
Filed 05/13
Traded 05/11
Mark Lagrand BurnsEVP
SellGeneral Dynamics
Sell
General Dynamics
GD
$887.3K
2,565 sh
$887.3K
Filed 05/13
Traded 05/12
Orlando D. CarvalhoDirector
SellMercury Systems
Sell
Mercury Systems
MRCY
$625.5K
7,000 sh
$625.5K
Filed 05/13
Traded 05/12
R. Kerry ClarkDirector
SellTextron
Sell
Textron
TXT
$234.3K
2,517 sh
$234.3K
Filed 05/07
Traded 05/06
Gary Stephen MayDirector
SellLeidos Holdings
Sell
Leidos Holdings
LDOS
$197K
1,484 sh
$197K
Filed 05/08
Traded 05/07
Steven RatnerEVP, Chro
SellMercury Systems
Sell
Mercury Systems
MRCY
$184.9K
2,000 sh
$184.9K
Filed 05/12
Traded 05/11