DisclosureLens
HackingFinancial ServicesFinanceHacking OtherIdentity (basic)Financial accountLow

The Planning Team

bd_9d34ae3a910dcb58 · schema v1 · pii pii-v1

Severity

Low

Discovered

Oct 13, 2022

Filed

Oct 28, 2022

To disclose

15 days

Affected · nationwide

2551 in this filing

Confidence

50%
Full breach record for The Planning Team2 incidents on file

The Planning Team, a financial services company, reported a data breach affecting one Maine resident and 255 individuals in total. The breach, which was an external system breach (hacking), occurred on March 31, 2022, and was discovered on October 13, 2022. The compromised information included names or other personal identifiers in combination with financial account numbers or credit/debit card numbers, along with their security codes, access codes, passwords, or PINs. The company notified the affected individuals on October 31, 2022, and offered 12 months of identity theft monitoring services from Kroll.

Maine clockDiscovered Oct 13, 2022Filed with AG Oct 28, 202215d ME AG ≤30d15 days discovery → filing
AG web formThe discovery date came from the AG web-form field, which is systematically later than the detection date stated in the letter. Treat the clock as indicative.

Incident timeline

undetected · 196 days
discovery → filing · 15 days

Mar 31, 2022

Begins

Oct 13, 2022

Discovered

Oct 28, 2022

Filed

vs. sector median

6 wks faster

Tracked as a single-filing incident — the only disclosure on record for this event so far.Confirmed255 affectedView incident

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.