HackingFinancial ServicesProfessional ServicesFinanceVulnerability ExploitData ExfiltratedTargetedPIIIdentity (basic)Government IDMediumContained

Fidelity Investments

bd_20a3b8416525341e · schema v1 · pii pii-v1

Severity

Medium

Discovered

—

Filed

Jul 12, 2023

To disclose

—

Affected

Not disclosed

Linked

4 filings

Confidence

66%

Full breach record for Fidelity Investments →99 incidents on file

Pension Benefit Information, LLC (PBI) disclosed a data breach stemming from the MOVEit Transfer vulnerability exploited by an unauthorized third party on May 29-30, 2023. PBI, which provides audit and address research for Fidelity Investments, confirmed that an attacker downloaded data containing PII and government IDs. PBI patched servers, investigated, and is offering 24 months of credit monitoring. No specific total count was provided in the Vermont filing, though a Rhode Island attachment noted ~1,772 impacted residents.

J jump to incidentP pin to compareR raw source

Incident timeline

May 29, 2023

Begins

Jul 12, 2023

Filed

This filing is one of 4 filings about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (3) · sorted by filing gap

California State AGbd_1d33308f5e9a50c02023-07-11 · +1dVerified
Delaware State AGbd_223e8c30e3bd391d2023-07-10 · +2dCandidate
New Hampshire State AGbd_df8e3cef6e0c8ce22023-07-17 · +5dVerified

Name: Pension Benefit Information, LLC
norm: pension benefit information
Domain: mypensionbenefitinformation.com

Name: Fidelity Investments
norm: fidelity investments
Domain: fidelity.com
Industry: Financial ServicesllmProfessional Servicesllm

Discovered: —
Breach occurred: May 29, 2023 – May 30, 2023
Materiality determined: —
Notification sent: Jul 12, 2023
Affected individuals: Not disclosed
Data types: PIIIdentity (basic)Government ID
Attack vector: Third-Party / Supply Chain
MITRE ATT&CK: T1190 Exploit Public-Facing ApplicationT1041 Exfiltration Over C2 Channel
Threat actor: ExternalFinancial
Third party: via Progress Software
Initial access: exploit_public_facing

During the incident: Promptly launched an investigation into the nature and scope of the MOVEit vulnerability’s impact on our systems
Conducted a manual review of our records to confirm the identities of individuals potentially affected
Took steps to patch servers
Assessed the security of our systems
Notified potentially affected customers and individuals
Offering 24 months of complimentary credit monitoring and identity restoration services through Kroll
Changes made: Reviewing and enhancing our information security policies and procedures
Source: Quoted from the filing itself, not independently verified.

Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 4 filings · 4 states

View merged incident ↗

Delaware State AGJul 10 · first

California State AG+1d

Vermont State AG+2d · this page

New Hampshire State AG+7d

Pattern: first filing Jul 10 (DE), last Jul 17 (NH) — a 7-day rolling notification. Rolling spreads often mean counsel is filing as thresholds trip per state. Why this link?

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.

Source URL: https://ago.vermont.gov/document/2023-07-12-pension-benefit-information-data-breach-notice-consumers
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Jul 12, 2023
Raw hash: 7260110e61d3a8be79c8184c9526634dc83d2bd01b54fa604c1987e7de553653

Linked disclosures

Regulatory filings (3) · sorted by filing gap

Reporting entityPension Benefit Information, LLC

Victim entityFidelity Investments

IncidentThird-Party / Supply Chain

Stated responsePromptly launched an investigation into the nature and scope of the MOVEit vulnerability’s impact on our systems

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenanceago.vermont.gov