DisclosureLens
Social EngineeringFinancial ServicesFinancePhishingStolen CredentialsTargetedData ExfiltratedPIIIdentity (basic)LowContained

Gitterman Wealth Management

bd_197bdf40c4a054b6 · schema v1 · pii pii-v1

Severity

Low

Discovered

Jan 12, 2022

Filed

Mar 1, 2022

To disclose

7 weeks

Affected

1state residents only

Linked

5 filings

Confidence

65%
Full breach record for Gitterman Wealth Management

Gitterman Wealth Management notified individuals of a phishing incident where an employee's credentials were compromised, leading to unauthorized email access between Aug 25 and Sep 10, 2021. The attacker likely sought to perpetrate further phishing. Personal info (name and variable data) may have been accessed. MFA was deployed.

Incident timeline

undetected · 140 days
discovery → filing · 7 weeks / 48 days

Aug 25, 2021

Begins

Jan 12, 2022

Discovered

Mar 1, 2022

Filed

vs. sector median

1 wks faster

This filing is one of 5 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (4) · sorted by filing gap

Filing propagation · 5 filings · 5 states

View merged incident ↗
Maine State AGFeb 28 · first
Indiana State AGFeb 28 · first
New Hampshire State AGFeb 28 · first
Massachusetts State AGFeb 28 · first
Montana State AG+1d · this page

Evidence ladder

Leak-site claim

Attacker assertion only. Establishes: claim date, group, alleged victim.

Press / market report

Unlocks: incident narrative, operational impact. Still no compliance clock.

State AG / regulator filingThis record

Unlocks: discovery date, data types, affected count, compliance clock.

SEC 8-K / victim statement

Unlocks: materiality, stated response, full audit trail. Ceiling removed.