An entry written while the outcome is still unknown. It will be scored by what the market does next, and it will never be edited to look cleverer than it was.
read at $272.05
Palo Alto Networks holds its Markup at $272.05.
Each arm is one independent read. Conviction is not a single call, it is how many edges converge.
The investor read · the season, not the day
| Phase | Markup |
| Quantitative state | The statistical read favours the sellers, held for 20 days |
| Price | $272.05 |
| Valuation | 244.96 trailing · 67.99 forward price to earnings |
| Values screen | PASS · score 70.0 |
| Beta | 0.94 |
The trader read · the latest dated commentary
The dated journal · newest first, never edited
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows good risk-adjusted returns.
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows good risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
The insider ledger · Form 4 filings, as filed
| Date | Insider | Title | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-22 | Klarich Lee | EVP Chief Product, Tech Ofcr | Sale | 62,904 | $16,270,352 |
| 2026-05-20 | Paul Josh D. | Chief Accounting Officer | Sale | 400 | $94,780 |
| 2026-04-08 | Key John P. | Dir | Sale | 1,572 | $272,459 |
| 2026-04-01 | Paul Josh D. | Chief Accounting Officer | Sale | 1,100 | $177,540 |
| 2026-04-01 | Golechha Dipak | EVP, CFO | Sale | 5,000 | $802,077 |
| 2026-03-27 | Arora Nikesh | CEO | Purchase | 68,085 | $9,999,977 |
| 2026-03-06 | Goetz James J | Dir | Sale | 22,684 | $3,729,511 |
| 2026-03-02 | Paul Josh D. | Chief Accounting Officer | Sale | 1,700 | $251,430 |
| 2026-01-08 | Klarich Lee | EVP Chief Product, Tech Ofcr | Sale | 120,768 | $23,070,681 |
| 2026-01-02 | Jenkins William D Jr | Pres | Sale | 904 | $167,068 |
Public filings, recorded as found. The full tape lives at Insider Intelligence.
The political ledger · congressional disclosures
| Date | Politician | Party | Type | Amount |
|---|---|---|---|---|
| 2026-04-13 | Ro Khanna | Democrat | Purchase | 1K–15K |
| 14 May2026 | Josh Gottheimer | Democrat | buy | 1K–15K |
What holding actually paid · price plus dividends
| Period | Price then | Price return | Divs per share | $1,000 became | Total return |
|---|---|---|---|---|---|
| 1 month | $213.66 | +22.9% | · | $1,229 | +22.9% |
| 2 months | $155.73 | +68.6% | · | $1,686 | +68.6% |
| 3 months | $168.12 | +56.2% | · | $1,562 | +56.2% |
| 6 months | $190.36 | +38.0% | · | $1,380 | +38.0% |
| 1 year | $195.95 | +34.0% | · | $1,340 | +34.0% |
| 2 years | $154.52 | +70.0% | · | $1,700 | +70.0% |
| 3 years | $110.05 | +138.6% | · | $2,386 | +138.6% |
| 5 years | $60.97 | +330.7% | · | $4,307 | +330.7% |
Historical returns from market close data. Past performance does not guarantee future results.
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