WELLESLEY ASSET MANAGEMENT, INC.
bd_619dbe14822b2bcc · schema v1 · pii pii-v1
Full breach record for WELLESLEY ASSET MANAGEMENT, INC. →Wellesley Asset Management, Inc. reported a data security incident on September 26, 2024, affecting 67 New Hampshire residents. On May 20, 2024, the firm discovered an employee's email account was compromised. The attacker could have viewed emails and attachments containing client names, SSNs, and financial account numbers. No data was downloaded. WAM engaged forensic experts, notified law enforcement, and offered two years of credit monitoring via Experian.
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Incident timeline
May 20, 2024
Discovered
Sep 26, 2024
Filed
vs. sector median
+10 wks slower
Linked disclosures
Why this link?Regulatory filings (4) · sorted by filing gap
- Montana State AGbd_9b0411a87e5f067f2024-09-26Candidate
- Maine State AGbd_9d79b3638519b1942024-09-27 · +1dVerified
- Indiana State AGbd_42fb4b336a8dd4582024-09-20 · +6dVerified
- Massachusetts State AGbd_42e95ec4878504212024-10-03 · +7dVerified
Filing propagation · 5 filings · 5 states
View merged incident ↗Pattern: first filing Sep 20 (IN), last Oct 3 (MA) — a 13-day rolling notification. Rolling spreads often mean counsel is filing as thresholds trip per state. Why this link?
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.