Social EngineeringFinancial ServicesFinancePhishingBECRansom DemandedData ExfiltratedCustomer Data InvolvedFinancial accountIdentity (basic)LowContained

Newman Dignan & S.heerar, Inc

bd_4b53840ff2a07c2e · schema v1 · pii pii-v1

Severity

Low

Discovered

May 31, 2024

Filed

Oct 9, 2024

To disclose

19 weeks

Affected

Not disclosed

Linked

4 filings

Confidence

66%

Full breach record for Newman Dignan & S.heerar, Inc →

Newman Dignan & Sheerar, Inc. (NDS Wealth Advisors) disclosed a cybersecurity incident where an employee email account was compromised between May 28 and May 31, 2024. The attacker used the access to attempt a forged wire transfer, which was stopped. Personal information including financial account numbers, names, and addresses was potentially accessed. NDS engaged forensic investigators and notified law enforcement. Affected individuals are offered 24 months of credit monitoring.

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Vermont clock✗ VT AG >45 bday19 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

undetected · 3 days

discovery → filing · 19 weeks / 131 days

May 28, 2024

Begins

May 31, 2024

Discovered

Oct 9, 2024

Filed

vs. sector median

+10 wks slower

This filing is one of 4 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (3) · sorted by filing gap

Maine State AGbd_4494364f682fdd242024-10-09Candidate
Massachusetts State AGbd_6203961e81c3871a2024-10-09Verified
New Hampshire State AGbd_68bd060dddb8ee0a2024-10-15 · +6dVerified

Name: Newman Dignan & S.heerar, Inc
norm: newman dignan sheerar

Name: Newman Dignan & S.heerar, Inc
norm: newman dignan sheerar
Industry: Financial Servicesllm

Discovered: May 31, 2024
Breach occurred: May 28, 2024 – May 31, 2024
Undetected for: 3 daysoccurrence → discovery
Materiality determined: Oct 9, 2024
Notification sent: Oct 9, 2024
Affected individuals: Not disclosed
Data types: Financial accountIdentity (basic)
Attack vector: Phishing
MITRE ATT&CK: T1566.002 Spearphishing LinkT1078 Valid AccountsT1114 Email Collection
Threat actor: ExternalFinancial
Regulator citations: Notified law enforcement
Third party: via Cyberscout
Initial access: phishing_link

During the incident: Launched an investigation
Engaged a national cybersecurity forensic firm to assist in assessing the scope of the incident
Stopped a forged wire transfer from being implemented
Retained electronic evidence specialists to search the contents of the compromised email account
Notified law enforcement
Changes made: Strengthened the security of our systems and procedures to reduce the risk of a future similar event
Providing access to Single Bureau Credit Monitoring/Single Bureau Credit Report/Single Bureau Credit Scores services at no charge for 24 months
Providing Proactive Fraud Assistance
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 19 weeks(131 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 · 4 filings · 4 states

View merged incident ↗

Maine State AGOct 9 · first

Massachusetts State AGOct 9 · first

Vermont State AGOct 9 · first · this page

New Hampshire State AG+6d

Pattern: first filing Oct 9 (ME), last Oct 15 (NH) — a 6-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://ago.vermont.gov/document/2024-10-09-newman-dignan-sheerar-data-breach-notice-consumers
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Oct 9, 2024
Raw hash: d4e19c30338885ed95ba3badded36af9e126f20f1e14d14451d57391b6d484ff

Linked disclosures

Regulatory filings (3) · sorted by filing gap

Reporting entityNewman Dignan & S.heerar, Inc

Victim entityNewman Dignan & S.heerar, Inc

Incidentdiscovered May 31, 2024

Stated responseLaunched an investigation

ComplianceVT AG >45 bday

Extraction provenanceno artifact recorded

Source provenanceago.vermont.gov