HackingProfessional ServicesProfessional ServicesStolen CredentialsData ExfiltratedTargetedIdentity (basic)Government IDFinancial accountMediumActive

Heard, McElroy, & Vestal

bd_5f5491f5f2c04888 · schema v1 · pii pii-v1

Severity

Medium

Discovered

Feb 13, 2023

Filed

Oct 10, 2023

To disclose

34 weeks

Affected

3state residents only

Linked

3 filings

Confidence

65%

Full breach record for Heard, McElroy, & Vestal →4 incidents on file

Heard, McElroy, & Vestal LLC (HMV) notified clients of a data breach discovered on Feb 13, 2023, where an unknown actor accessed client tax information stored on a third-party software program. Affected data included names, DOBs, SSNs, and financial account numbers. HMV engaged forensic experts, notified the FBI and IRS, and offered credit monitoring.

J jump to incidentP pin to compareR raw source

Incident timeline

discovery → filing · 34 weeks / 239 days

Feb 13, 2023

Begins

Feb 13, 2023

Discovered

Oct 10, 2023

Filed

vs. sector median

+15 wks slower

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_36e97f10f3db9dc62023-10-10Verified
Massachusetts State AGbd_c8b98be9b19e9ca12023-10-10Verified

Name: Heard, McElroy, & Vestal
norm: heard mcelroy vestal

Name: Heard, McElroy, & Vestal
norm: heard mcelroy vestal
Industry: Professional Servicesllm

Discovered: Feb 13, 2023
Breach occurred: Feb 13, 2023
Undetected for: 0 daysoccurrence → discovery
Materiality determined: —
Notification sent: Aug 22, 2023
Affected individuals: 3state-resident count only
Data types: Identity (basic)Government IDFinancial account
Attack vector: Third-Party / Supply Chain
MITRE ATT&CK: T1195 Supply Chain CompromiseT1078 Valid Accounts
Threat actor: ExternalFinancial
Regulator citations: Notified the Federal Bureau of Investigation (FBI)Notified the Internal Revenue Service (IRS)Notified the State Tax Administrators
Initial access: supply_chain

During the incident: Enlisted the assistance of cybersecurity and other technical experts to investigate
Undertook a thorough review of the information potentially involved
Notified the Federal Bureau of Investigation (FBI)
Notified the Internal Revenue Service (IRS)
Notified the State Tax Administrators
Offering complimentary access to Experian IdentityWorks
Changes made: Taken immediate steps to evaluate and improve the security of our systems
Continue to evaluate additional protections that can be put into place to supplement our existing security policies and procedures
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 34 weeks(239 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 ↗

Vermont State AGOct 10 · first

Massachusetts State AGOct 10 · first

Montana State AGOct 10 · 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://dojmt.gov/wp-content/uploads/OCP/Consumer-notification-letter-759.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Oct 10, 2023
Raw hash: 219db5a2539a51ab10a78730f52484ede1874b38409556e21f9018786c53ade4

Linked disclosures

Regulatory filings (2) · sorted by filing gap

Reporting entityHeard, McElroy, & Vestal

Victim entityHeard, McElroy, & Vestal

Incidentdiscovered Feb 13, 2023

Stated responseEnlisted the assistance of cybersecurity and other technical experts to investigate

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov