Social EngineeringFinancial ServicesFinancePhishingCustomer Data InvolvedGovernment IDIdentity (basic)Financial accountMediumContained

Robertson Investment Management

bd_741134fdc64e13ac · schema v1 · pii pii-v2

Severity

Medium

Discovered

Sep 30, 2024

Filed

May 30, 2025

To disclose

—

Affected

1state residents only

Linked

3 filings

Confidence

66%

Full breach record for Robertson Investment Management →

Robertson Investment Management reported a phishing incident affecting one Nebraska resident. Unauthorized access to an employee email account occurred between August 19-22, 2024. The breach exposed the resident's name, SSN, and financial account number. Robertson notified the individual on May 30, 2025, and offered one year of credit monitoring services.

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Incident timeline

undetected · 42 days

Aug 19, 2024

Begins

Sep 30, 2024

Discovered

May 30, 2025

Filed

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

Indiana State AGbd_c76c7f6e8d63360d2025-05-30Candidate
Texas State AGbd_a256fcd752eb20d62025-06-02 · +3dVerified

Name: Robertson Investment Management
norm: robertson investment management

Name: Robertson Investment Management
norm: robertson investment management
Industry: Financial Servicesllm

Discovered: Sep 30, 2024
Breach occurred: Aug 19, 2024 – Aug 22, 2024
Undetected for: 42 daysoccurrence → discovery
Materiality determined: —
Notification sent: May 30, 2025
Affected individuals: 1state-resident count only
Data types: Government IDIdentity (basic)Financial account
Attack vector: Phishing
MITRE ATT&CK: T1566.002 Spearphishing Link
Threat actor: ExternalFinancial
Initial access: phishing_link

During the incident: Engaged a cyber security firm experienced in these matters to assist with the investigation
Mailed a notification letter via United States Postal Service First-Class mail to the Nebraska resident
Offered one year of complimentary credit monitoring, fraud consultation, and identity theft restoration services through Kroll
Established a dedicated, toll-free call center for individuals to call with questions
Changes made: Taken, and will continue to take, steps to enhance the security of its email environment
Source: Quoted from the filing itself, not independently verified.

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 ↗

Indiana State AGMay 30 · first

Nebraska State AGMay 30 · first · this page

Texas State AG+3d

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://nebraska.gov/ago/data-breach/documents/9a2cbf17-48d6-48ec-9361-48ffea449b71.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: May 30, 2025
Raw hash: 2167dd08adcf7d48c3d6c19e95c36f67cd4ddbd85b17f94c1accc22fb2b2ae0b

Linked disclosures

Regulatory filings (2) · sorted by filing gap

Reporting entityRobertson Investment Management

Victim entityRobertson Investment Management

Incidentdiscovered Sep 30, 2024

Stated responseEngaged a cyber security firm experienced in these matters to assist with the investigation

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancenebraska.gov