HackingFinancial ServicesFinanceStolen CredentialsCustomer Data InvolvedIdentity (basic)Government IDFinancial accountMediumContained

Southwood

bd_29e4ce4efe003175 · schema v1 · pii pii-v1

Severity

Medium

Discovered

Mar 25, 2025

Filed

Jun 27, 2025

To disclose

13 weeks

Affected

Not disclosed

Linked

2 filings

Confidence

66%

Full breach record for Southwood →

Southwood Financial LLC notified consumers of a data incident discovered on March 25, 2025, where unauthorized access to computer networks may have exposed personal information including names, SSNs, DOBs, and account details. The company engaged forensic specialists, notified the FTC, and is offering 12 months of credit monitoring and fraud assistance via Cyberscout. No evidence of misuse was found.

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Vermont clock✗ VT AG >45 bday13 weeks discovery → filing

⚠ unattributedNo provenance was recorded for this discovery date and it matches no other date on the record. It may be correct, but it is not independently grounded.

Incident timeline

discovery → filing · 13 weeks / 94 days

Mar 25, 2025

Discovered

Jun 27, 2025

Filed

vs. sector median

+5 wks slower

This filing is one of 2 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (1) · sorted by filing gap

California State AGbd_e7052cc14d3701142025-06-27Candidate

Name: Southwood
norm: southwood
Domain: southwood.co

Name: Southwood
norm: southwood
Domain: southwood.co
Industry: Financial Servicesllm

Discovered: Mar 25, 2025
Materiality determined: —
Notification sent: Jun 27, 2025
Affected individuals: Not disclosed
Data types: Identity (basic)Government IDFinancial account
Data elements: Social Security numberDate of birth
Attack vector: Unauthorized Access
MITRE ATT&CK: T1078 Valid Accounts
Threat actor: External
Regulator citations: Notified the Federal Trade Commission
Initial access: valid_credentials

During the incident: Took immediate steps to secure our environment
Engaged digital forensics specialists to assist with the investigation
Notified the Federal Trade Commission
Providing access to Single Bureau Credit Monitoring/Single Bureau Credit Report/Single Bureau Credit Score services at no charge
Providing proactive fraud assistance through Cyberscout
Changes made: Implementing measures to enhance security and to minimize the risk of a similar incident occurring in the future
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 13 weeks(94 days from discovery to filing)
Compliance flags: VT AG >45 bday
Discovery-date grounding: unattributedNo provenance was recorded for this discovery date and it matches no other date on the record. It may be correct, but it is not independently grounded.

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 2 filings · 2 states

View merged incident ↗

California State AGJun 27 · first

Vermont State AGJun 27 · first · 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.

Source URL: https://ago.vermont.gov/document/2025-06-27-southwood-financial-data-breach-notice-consumers
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Jun 27, 2025
Raw hash: 6cf758535b1cea74ce77c919ed636b4d31f88920e40403417f84581e46973598

Linked disclosures

Regulatory filings (1) · sorted by filing gap

Reporting entitySouthwood

Victim entitySouthwood

Incidentdiscovered Mar 25, 2025

Stated responseTook immediate steps to secure our environment

ComplianceVT AG >45 bday

Extraction provenanceno artifact recorded

Source provenanceago.vermont.gov