Here's a quick summary of the reconstruction, with one thing worth flagging up front: this table is not built from a clean portfolio statement. The filing only gives transaction dates and broad value bands, with no share counts and no purchase prices. So to get a sensible read on his average buy price, I took the range each stock actually traded in during the window when he was buying. His blended average has to fall somewhere inside that range. The prices are split-adjusted, so they line up with where the stocks trade today.
| Stock | Disclosed buy window | Disclosed buy value | Price range during the window | Likely avg buy (midpoint) | Recent price (late May '26) |
|---|---|---|---|---|---|
| ServiceNow (NOW) | February 2026 (software selloff) | $1M-$5M (his largest of the three) | ~$100-$145 | ~$115-$130 | ~$124 |
| Palantir (PLTR) | Jan 2026 + ~7 buys in late March | ~$247K-$630K total | Late-March bulk ~$143-$161; small Jan tranche lower | ~$148-$155 | ~$156 |
| Micron (MU) | 4 buys, March 2-25, 2026 | ~$217K-$530K (some outlets cited ~$50K-$100K) | ~$380-$465 | ~$415-$440 | ~$920-$970 |
Takeaway: Micron is the standout. An entry around the low $400s against a recent price near $900 plus means that position has more than doubled. By contrast, the ServiceNow and Palantir entries sit close to where those stocks trade today, so both are nearer to flat on a buy-price basis.