Social EngineeringFinancial ServicesFinancePhishingStolen CredentialsCustomer Data InvolvedTargetedIdentity (basic)Government IDFinancial accountCredentialsMediumContained

THE SAGE FINANCIAL GROUP, INC.

bd_8401a7560eb42a45 · schema v1 · pii pii-v1

Severity

Medium

Discovered

May 15, 2019

Filed

Jul 29, 2019

To disclose

11 weeks

Affected

2state residents only

Confidence

66%

Full breach record for THE SAGE FINANCIAL GROUP, INC. →

Sage Financial Group notified the NH AG of a security incident where an unauthorized actor accessed a single employee email account between May 11-15, 2019, following a phishing campaign. The breach affected 2 NH residents, exposing names, SSNs, driver's licenses, financial account numbers, and credentials. Sage secured the account, engaged a cybersecurity firm, and offered 1 year of Experian credit monitoring.

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Incident timeline

undetected · 4 days

discovery → filing · 11 weeks / 75 days

May 11, 2019

Begins

May 15, 2019

Discovered

Jul 29, 2019

Filed

vs. sector median

+2 wks slower

Tracked as a single-filing incident — the only disclosure on record for this event so far.Confirmed2 affectedView incident

Name: THE SAGE FINANCIAL GROUP, INC.
norm: the sage financial

Name: THE SAGE FINANCIAL GROUP, INC.
norm: the sage financial
Industry: Financial Servicesllm

Discovered: May 15, 2019
Breach occurred: May 11, 2019 – May 15, 2019
Undetected for: 4 daysoccurrence → discovery
Materiality determined: —
Notification sent: Jul 26, 2019
Affected individuals: 2state-resident count only
Data types: Identity (basic)Government IDFinancial accountCredentials
Data elements: Social Security number
Attack vector: Phishing
MITRE ATT&CK: T1566.002 Spearphishing LinkT1078 Valid Accounts
Threat actor: ExternalFinancial
Regulator citations: Notified New Hampshire Attorney General
Initial access: phishing_link

During the incident: Secured the affected account
Began an investigation with the assistance of a leading cybersecurity firm
Providing notice via postal mail to the affected individuals
Offering the potentially-affected New Hampshire residents a complimentary one-year membership in credit monitoring and identity theft protection services through Experian
Changes made: Implemented additional safeguards and technical security measures to further protect personal information
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 11 weeks(75 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

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://mm.nh.gov/files/uploads/doj/remote-docs/sage-financial-20190729.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Jul 29, 2019
Raw hash: 94f5cdba75eccbfa9c969ee55de9c25c62c0dcb00f30432c0d12e884dcdf8436

Reporting entityTHE SAGE FINANCIAL GROUP, INC.

Victim entityTHE SAGE FINANCIAL GROUP, INC.

Incidentdiscovered May 15, 2019

Stated responseSecured the affected account

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancemm.nh.gov