PhysicalFinancial ServicesFinanceTheftCustomer Data InvolvedIdentity (basic)LowContained

Portfolio Escrow

bd_4497b19d99dfc9b8 · schema v1 · pii pii-v1

Severity

Low

Discovered

Jul 10, 2023

Filed

Aug 22, 2023

To disclose

6 weeks

Affected

615

Linked

3 filings

Confidence

65%

Full breach record for Portfolio Escrow →

Portfolio Escrow, Inc. reported the physical theft of items from its Southern California office on July 10, 2023. The theft involved devices containing personal information, including names and other data elements, for 615 individuals. The company notified law enforcement and is offering credit monitoring services. No evidence of misuse was found.

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California clockDiscovered Jul 10, 2023 → Notified Aug 22, 202343d ✓ CA 60-day OK6 weeks discovery → filing

Incident timeline

discovery → filing · 6 weeks / 43 days

Jul 10, 2023

Begins

Jul 10, 2023

Discovered

Aug 22, 2023

Filed

vs. sector median

3 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

Vermont State AGbd_0da9553432f1ea722023-08-22Verified
Indiana State AGbd_1ee7dc97cd288a062023-08-22Verified

Name: Portfolio Escrow
norm: portfolio escrow
Domain: portfolioescrow.com

Name: Portfolio Escrow
norm: portfolio escrow
Domain: portfolioescrow.com
Industry: Financial Servicesllm

Discovered: Jul 10, 2023
Breach occurred: Jul 10, 2023
Undetected for: 0 daysoccurrence → discovery
Materiality determined: —
Notification sent: Aug 22, 2023
Affected individuals: 615nationwide
Data types: Identity (basic)
Attack vector: Unknown
MITRE ATT&CK: T1052 Exfiltration Over Physical Medium
Threat actor: External

During the incident: Reported the incident to law enforcement
Began a review of files utilized by the individuals whose devices were stolen
Offering 12 months of complimentary credit and identity protection services through IDX
Changes made: Continuing to enhance our security protocols to help prevent a similar incident from occurring in the future
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 6 weeks(43 days from discovery to filing)
Compliance flags: CA 60-day OK · 43d
Discovery-date grounding: letter-groundedThe discovery date is the detection date narrated in the notification letter — the defensible tier.
Clock breakdown: Statute Window Elapsed Threshold Status
California
Discovered: Jul 10, 2023
→ Notified: Aug 22, 2023
43d 60 days (analyst band, pre-2026 discoveries) CA 60-day OK

Statute	Window	Elapsed	Threshold	Status
California	Discovered: Jul 10, 2023 → Notified: Aug 22, 2023	43d	60 days (analyst band, pre-2026 discoveries)	CA 60-day OK

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 3 filings · 3 states

View merged incident ↗

Vermont State AGAug 22 · first

Indiana State AGAug 22 · first

California State AGAug 22 · 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://oag.ca.gov/ecrime/databreach/reports/sb24-572198
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Aug 22, 2023
Raw hash: e0069b32d30baa27cd417822dfc27c43974a4cb5a595a21f20e2e7d0c6e5ac8c

Linked disclosures

Regulatory filings (2) · sorted by filing gap

Reporting entityPortfolio Escrow

Victim entityPortfolio Escrow

Incidentdiscovered Jul 10, 2023

Stated responseReported the incident to law enforcement

ComplianceCA 60-day OK

Extraction provenanceno artifact recorded

Source provenanceoag.ca.gov