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

Gitterman Wealth Management

bd_9dde4d734cad83c9 · schema v1 · pii pii-v1

Severity

Medium

Discovered

Jan 12, 2022

Filed

Feb 28, 2022

To disclose

7 weeks

Affected

15state residents only

Linked

5 filings

Confidence

66%

Full breach record for Gitterman Wealth Management →

Gitterman Wealth Management notified the NH AG of a phishing incident where an employee's credentials were compromised. Unauthorized access occurred Aug 25 - Sep 10, 2021. 15 NH residents affected; data included names, SSNs, and financial account info. Notification sent Feb 28, 2022. MFA deployed.

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Incident timeline

undetected · 140 days

discovery → filing · 7 weeks / 47 days

Aug 25, 2021

Begins

Jan 12, 2022

Discovered

Feb 28, 2022

Filed

vs. sector median

2 wks faster

This filing is one of 5 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (4) · sorted by filing gap

Maine State AGbd_837ff0525d6de3912022-02-28Candidate
Indiana State AGbd_8ca3f39d2416e18e2022-02-28Verified
Massachusetts State AGbd_c7aba558aa8609bb2022-02-28Verified
Montana State AGbd_197bdf40c4a054b62022-03-01 · +1dVerified by operator

Name: Gitterman Wealth Management
norm: gitterman wealth management

Name: Gitterman Wealth Management
norm: gitterman wealth management
Industry: Financial Servicesllm

Discovered: Jan 12, 2022
Breach occurred: Aug 25, 2021 – Sep 10, 2021
Undetected for: 140 daysoccurrence → discovery
Materiality determined: —
Notification sent: Feb 28, 2022
Affected individuals: 15state-resident count only
Data types: Identity (basic)Government IDFinancial account
Data elements: Social Security number
Attack vector: Phishing
MITRE ATT&CK: T1566.002 Spearphishing LinkT1078 Valid AccountsT1114 Email Collection
Threat actor: ExternalFinancial
Regulator citations: Notified Attorney General John Formella
Initial access: phishing_link

During the incident: Secured the account
Launched an investigation
Reviewed information contained in the employee's email account programmatically and manually
Mailed notification letters via United States Postal Service First-Class mail
Offered eligible individuals complimentary memberships to credit monitoring and identity protection services through IDX
Established a dedicated, toll-free incident response line
Changes made: Implemented additional safeguards and technical security measures
Deployed multi-factor authentication for remote access to email
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 7 weeks(47 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 5 filings · 5 states

View merged incident ↗

Maine State AGFeb 28 · first

Indiana State AGFeb 28 · first

Massachusetts State AGFeb 28 · first

New Hampshire State AGFeb 28 · first · this page

Montana State AG+1d

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/gitterman-wealth-management-20220228.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Feb 28, 2022
Raw hash: 979b275a8657d0090221000933398d73c94f82a251648be42440e5837671ea56

Linked disclosures

Regulatory filings (4) · sorted by filing gap

Reporting entityGitterman Wealth Management

Victim entityGitterman Wealth Management

Incidentdiscovered Jan 12, 2022

Stated responseSecured the account

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancemm.nh.gov