Portola Partners Group
bd_44a1337c53344038 · schema v1 · pii pii-v1
Full breach record for Portola Partners Group →Portola Partners Group notified Montana residents of a phishing incident on September 8, 2020. A single employee's computer was infected via a malicious link in a reply to an existing email thread. The malware could capture screenshots and steal credentials. Affected data included client names, SSNs, bank account numbers, DOBs, and government IDs. No evidence of actual misuse was found, but compromise could not be ruled out. Forensic investigation was conducted, law enforcement notified, and 10 years of credit monitoring offered.
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Incident timeline
Sep 8, 2020
Begins
Sep 8, 2020
Discovered
Oct 6, 2020
Filed
vs. sector median
5 wks faster
Linked disclosures
Why this link?Regulatory filings (1) · sorted by filing gap
- Massachusetts State AGbd_909205dff36234132020-10-06Verified
Filing propagation · 2 filings · 2 states
View merged incident ↗Evidence ladder
Attacker assertion only. Establishes: claim date, group, alleged victim.
Unlocks: incident narrative, operational impact. Still no compliance clock.
Unlocks: discovery date, data types, affected count, compliance clock.
Unlocks: materiality, stated response, full audit trail. Ceiling removed.