Social EngineeringProfessional ServicesProfessional ServicesPhishingStolen CredentialsTargetedCustomer Data InvolvedIdentity (basic)Government IDFinancial accountHighContained

Sage Advisors, LLC

bd_2c2f40161918f990 · schema v1 · pii pii-v1

Severity

High

Discovered

Mar 26, 2019

Filed

May 9, 2019

To disclose

6 weeks

Affected

1,026state residents only

Linked

3 filings

Confidence

70%

Full breach record for Sage Advisors, LLC →

Sage Advisors LLC reported a phishing incident affecting 1,026 Washington residents. Unauthorized access to an employee email account occurred between Feb 12 and Mar 26, 2019. Data exposed included names, SSNs, driver's licenses, and financial/payment card info. Notification sent May 9, 2019.

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Incident timeline

undetected · 42 days

discovery → filing · 6 weeks / 44 days

Feb 12, 2019

Begins

Mar 26, 2019

Discovered

May 9, 2019

Filed

vs. sector median

11 wks faster

This filing is one of 3 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (2) · sorted by filing gap

Massachusetts State AGbd_755db9c55a3820f82019-06-06 · +28dVerified
Montana State AGbd_8b0145f947d5d0e62019-06-06 · +28dVerified by operator

Name: Baker Law Group
norm: baker law
Domain: jbakerlawgroup.com

Name: Sage Advisors, LLC
norm: sage advisors
Industry: Professional Servicesllm

Discovered: Mar 26, 2019
Breach occurred: Feb 12, 2019 – Mar 26, 2019
Undetected for: 42 daysoccurrence → discovery
Materiality determined: —
Notification sent: May 9, 2019
Affected individuals: 1,026state-resident count only
Data types: Identity (basic)Government IDFinancial account
Data elements: NameSocial Security numberDriver's licence numberFinancial account number
WA-stated cause: Cyberattack
WA-stated duration: lifecycle 1-99dexposure 1-99d
WA-stated discovery: Found after the fact
Attack vector: Phishing
MITRE ATT&CK: T1566.002 Spearphishing LinkT1078 Valid Accounts
Threat actor: ExternalFinancial
Regulator citations: Notified the Washington State Office of the Insurance Commissioner
Initial access: phishing_link

During the incident: Secured the employee’s email account
Launched an investigation to determine the nature and scope of the incident
Engaged a computer security firm to assist
Changes made: Implementing additional procedures to further expand and strengthen its security processes
Providing continued education and training to its employees
Offering eligible individuals a complimentary, one-year membership to credit monitoring and identity theft protection services
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 6 weeks(44 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 3 filings · 3 states

View merged incident ↗

Washington State AGMay 9 · first · this page

Massachusetts State AG+28d

Montana State AG+28d

Pattern: first filing May 9 (WA), last Jun 6 (MT) — a 28-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://agportal-s3bucket.s3.amazonaws.com/databreach/BreachM10629.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: May 9, 2019
Raw hash: f48224b45dc1d7405992c95386f8f57c52671c05541cd5821d712af325e3bb5f

Linked disclosures

Regulatory filings (2) · sorted by filing gap

Reporting entityBaker Law Group

Victim entitySage Advisors, LLC

Incidentdiscovered Mar 26, 2019

Stated responseSecured the employee’s email account

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenanceagportal-s3bucket.s3.amazonaws.com