We can't know if the story is true, sure. But I have no reason not to believe him as long as I don't make any important decisions due to that fact.
If his computer is compromised, everything is lost, of course! But the reason I'm asking is, if he maybe changed his password just yesterday, this could indicate another attack vector (keylogger) than maybe a break-in to his email account or a breach in Havelock itself.

Physical theft is an option, yeah. So: How many people do know you're "into Bitcoin" or own AM shares? Do they even know what AM shares are? Did you tell people about it?