Truth Social post of March 23, 2026

PostStatementPublished 03/23Open the original

Summary

President Trump says the US and Iran have had very productive conversations over the last two days, and he has instructed the Department of War to postpone military strikes on Iranian power plants and energy infrastructure for five days.

By industry

Defense1 trading day−1.6%p15 stocks5 trading days−1.7%p15 stocks20 trading days−11.6%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
26/03/20	0.0%	0.0%
26/03/23	−0.8%	+0.8%
26/03/24	−2.1%	+1.0%
26/03/25	−0.8%	+0.7%
26/03/26	−1.9%	−0.6%
26/03/27	−4.5%	−2.7%
26/03/30	−6.5%	−3.2%
26/03/31	−4.7%	−0.0%
26/04/01	−2.9%	+0.6%
26/04/02	−2.0%	+0.8%
26/04/06	−0.6%	+1.2%
26/04/07	−1.2%	+3.5%
26/04/08	+0.1%	+3.7%
26/04/09	−1.8%	+4.3%
26/04/10	−3.1%	+4.4%
26/04/13	−0.8%	+5.5%
26/04/14	−0.9%	+6.7%
26/04/15	−0.6%	+7.5%
26/04/16	−1.2%	+7.8%
26/04/17	−2.1%	+9.1%
26/04/20	−2.5%	+9.0%

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.

Mortimer J. BuckleyDirector
BuyBoeing
Buy
Boeing
BA
$500K
2,230 sh
$500K
Filed 03/05
Traded 03/03
Alan ArmstrongSenator · Republican · OK
BuyRTX
Buy
RTX
RTX
$15K–$50K
Self
$15K–$50K
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
BuyLockheed Martin
Buy
Lockheed Martin
LMT
$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
Phebe N. NovakovicChairman and CEO
SellGeneral Dynamics
Sell
General Dynamics
GD
$8.2M
23,011 sh
$8.2M
Filed 03/13
Traded 03/11
Phebe N. NovakovicChairman and CEO
SellGeneral Dynamics
Sell
General Dynamics
GD
$3.5M
9,907 sh
$3.5M
Filed 03/13
Traded 03/11
Alan ArmstrongSenator · Republican · OK
BuyTextron
Buy
Textron
TXT
$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
Alan ArmstrongSenator · Republican · OK
BuyL3HARRIS Technologies
Buy
L3HARRIS Technologies
LHX
$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
Dantaya M. WilliamsEVP & Chief HR Officer
SellRTX
Sell
RTX
RTX
$2.6M
12,713 sh
$2.6M
Filed 02/23
Traded 02/23
Thomas E. StiehleEx. VP and CFO
SellHuntington Ingalls Industries
Sell
Huntington Ingalls Industries
HII
$1.9M
4,500 sh
$1.9M
Filed 03/09
Traded 03/06
Jana Partners ManagementDirector
SellMercury Systems
Sell
Mercury Systems
MRCY
$17.2M
182,510 sh
$17.2M
Filed 03/04
Traded 03/02
Jana Partners ManagementDirector
SellMercury Systems
Sell
Mercury Systems
MRCY
$15.2M
168,648 sh
$15.2M
Filed 03/04
Traded 03/03
Jana Partners ManagementDirector
SellMercury Systems
Sell
Mercury Systems
MRCY
$9M
100,899 sh
$9M
Filed 03/04
Traded 03/04
Mark Lagrand BurnsEVP
SellGeneral Dynamics
Sell
General Dynamics
GD
$3.6M
10,153 sh
$3.6M
Filed 03/13
Traded 03/11
Uma M. AmuluruEVP and Chief HR Officer
SellBoeing
Sell
Boeing
BA
$351.5K
1,503.45 sh
$351.5K
Filed 02/26
Traded 02/24
David E. FarnsworthEVP, CFO
SellMercury Systems
Sell
Mercury Systems
MRCY
$307.7K
3,625 sh
$307.7K
Filed 04/17
Traded 04/16