HackingFinancial ServicesFinanceVulnerability ExploitSupply Chain (3P Vendor)Customer Data InvolvedIdentity (basic)Government IDFinancial accountMediumContained

Pear Tree Advisors, Inc

bd_367e14f9a58bed93 · schema v1 · pii pii-v1

Severity

Medium

Discovered

—

Filed

Jul 7, 2023

To disclose

—

Affected

Not disclosed

Linked

6 filings

Confidence

65%

Full breach record for Pear Tree Advisors, Inc →

Pear Tree Advisors, Inc. notified shareholders of a data security incident involving their personal information. The breach occurred on May 31, 2023, when unauthorized individuals exploited a vulnerability in the MOVEit file transfer application used by Integrated Systems Corporation (ISCorp), a subcontractor of Envision Financial Systems, Inc. (Envision), PTA's investor management software provider. The compromised data included shareholder names, addresses, dates of birth, account numbers, and social security numbers. PTA is offering 24 months of complimentary Experian IdentityWorks to affected individuals.

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Incident timeline

May 31, 2023

Begins

Jul 7, 2023

Filed

This filing is one of 6 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (5) · sorted by filing gap

Montana State AGbd_2355ed4a6f65a21c2023-07-07Candidate
Maine State AGbd_b166807b6cfdfe132023-07-07Verified
Indiana State AGbd_b207bf9502b3a8d22023-07-07Verified
Massachusetts State AGbd_c7afa2abf78bc4582023-07-07Verified

Show 1 more filing ↓up to 3d gap

New Hampshire State AGbd_3c94b5526a69175f2023-07-10 · +3dVerified

Name: Pear Tree Advisors, Inc
norm: pear tree advisors

Name: Pear Tree Advisors, Inc
norm: pear tree advisors
Industry: Financial Servicesllm

Discovered: —
Breach occurred: May 31, 2023
Materiality determined: —
Notification sent: Jul 7, 2023
Affected individuals: Not disclosed
Data types: Identity (basic)Government IDFinancial account
Data elements: Social Security numberDate of birth
Attack vector: Third-Party / Supply Chain
MITRE ATT&CK: T1190 Exploit Public-Facing ApplicationT1195 Supply Chain Compromise
Threat actor: External
Third party: via Integrated Systems Corporation
Initial access: supply_chain

During the incident: ISCorp immediately took steps to secure its cloud environment
ISCorp began an internal investigation
ISCorp hired a leading computer forensic firm to assist
Envision and ISCorp are enhancing their data security practices with respect to data held within ISCorp’s private cloud environment
Implementing additional technical safeguards
PTA has adopted certain data protection measures recommended by Envision
PTA has instituted new shareholder-verification procedures intended to prevent unauthorized individuals from making changes to shareholders’ PTF accounts
Offering complimentary access to Experian IdentityWorks for 24 months
Changes made: Enhancing data security practices with respect to data held within ISCorp’s private cloud environment
Implementing additional technical safeguards
Adopted certain data protection measures recommended by Envision
Instituted new shareholder-verification 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 · 6 filings · 6 states

View merged incident ↗

Montana State AGJul 7 · first

Maine State AGJul 7 · first

Indiana State AGJul 7 · first

Massachusetts State AGJul 7 · first

California State AGJul 7 · first · this page

New Hampshire State AG+3d

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://oag.ca.gov/ecrime/databreach/reports/sb24-569652
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Jul 7, 2023
Raw hash: efedaa344f5d59b380a94955dd0a73f46bb649c4f2a8b09f618e3c282dc8d167

Linked disclosures

Regulatory filings (5) · sorted by filing gap

Reporting entityPear Tree Advisors, Inc

Victim entityPear Tree Advisors, Inc

IncidentThird-Party / Supply Chain

Stated responseISCorp immediately took steps to secure its cloud environment

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenanceoag.ca.gov