DisclosureLens
UnknownFinancial ServicesFinanceFinancial accountIdentity (basic)Government IDPHIHealth (basic)High

Robertson Investment Management

bd_a256fcd752eb20d6 · schema v1 · pii pii-v1

Severity

High

Discovered

May 8, 2025

Filed

Jun 2, 2025

To disclose

25 days

Affected · nationwide

2,5122,215 in this filing

Linked

3 filings

Confidence

95%
Full breach record for Robertson Investment Management

Robertson Investment Management based in Houston, Texas, a financial services entity reported a data breach to the Texas Attorney General. The breach was discovered on 2025-05-08 and reported on 2025-06-02. 2,215 Texas residents were affected. 2,512 individuals affected in total. Types of information involved: Name of individual;Social Security Number Information;Driver’s License number;Financial Information (e.g. account number, credit or debit card number);Medical Information. Consumers were notified via U.S. Mail.

Texas clock TX AG ≤30d25 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 · 262 days
discovery → filing · ≤ 25 days

Aug 19, 2024

Begins

May 8, 2025

Discovered

Jun 2, 2025

Filed

vs. sector median

5 wks faster

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

Filing propagation · 3 filings · 3 states

View merged incident ↗
Nebraska State AGMay 30 · first
Indiana State AGMay 30 · first
Texas State AG+3d · this page

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.