MalwareProfessional ServicesProfessional ServicesRansomwareData ExfiltratedCustomer Data InvolvedIdentity (basic)LowResolved

LORING WOLCOTT & COOLIDGE TRUST, LLC

bd_b7f361d99c37a64c · schema v1 · pii pii-v1

Severity

Low

Discovered

May 12, 2024

Filed

Oct 17, 2024

To disclose

23 weeks

Affected

Not disclosed

Linked

7 filings

Confidence

65%

Full breach record for LORING WOLCOTT & COOLIDGE TRUST, LLC →

Loring, Wolcott & Coolidge discovered suspicious activity on May 12, 2024. Investigation revealed unauthorized access and data acquisition between April 26 and May 12, 2024, involving malware. Personal information, including names, was accessed. The firm engaged third-party cybersecurity specialists, contained the incident, and implemented additional safeguards. Affected individuals are offered three years of credit monitoring.

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California clockDiscovered May 12, 2024 → Notified Oct 17, 2024158d ✗ CA 60-day late23 weeks discovery → filing

Incident timeline

undetected · 16 days

discovery → filing · 23 weeks / 158 days

Apr 26, 2024

Begins

May 12, 2024

Discovered

Oct 17, 2024

Filed

vs. sector median

+4 wks slower

This filing is one of 7 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (6) · sorted by filing gap

Montana State AGbd_10199ff90567cd4b2024-10-17Candidate
Vermont State AGbd_1afb00582d5baf312024-10-17Verified
Maine State AGbd_5c28e11f10055ece2024-10-17Verified by operator
Indiana State AGbd_76f8e982ebbd38b92024-10-17Verified

Show 2 more filings ↓up to 1d gap

New Hampshire State AGbd_93785b1c38b748052024-10-17Verified
Massachusetts State AGbd_450a2184afe9c3912024-10-18 · +1dVerified

Name: LORING WOLCOTT & COOLIDGE TRUST, LLC
norm: loring wolcott coolidge

Name: LORING WOLCOTT & COOLIDGE TRUST, LLC
norm: loring wolcott coolidge
Industry: Professional Servicesllm

Discovered: May 12, 2024
Breach occurred: Apr 26, 2024 – May 12, 2024
Undetected for: 16 daysoccurrence → discovery
Materiality determined: —
Notification sent: Oct 17, 2024
Affected individuals: Not disclosed
Data types: Identity (basic)
Attack vector: Unknown
MITRE ATT&CK: T1486 Data Encrypted for ImpactT1041 Exfiltration Over C2 Channel
Threat actor: External
Regulator citations: Notified and consulted with law enforcement

During the incident: Initiated its incident response protocols
Began an investigation with the assistance of third-party cybersecurity specialists, retained through outside counsel
Worked to contain and remediate the Incident
Implemented additional safeguards to further protect the security of its systems
Notified and consulted with law enforcement throughout the course of the Incident
Conducted a comprehensive and time-intensive review of the data at issue with the assistance of a third-party data analytics firm
Offering three (3) years of complimentary credit monitoring and identity restoration services
Changes made: Reviewed existing policies and procedures
Implemented additional safeguards to further secure our systems and the information contained therein
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 23 weeks(158 days from discovery to filing)
Compliance flags: CA 60-day late · 158d
Discovery-date grounding: letter-groundedThe discovery date is the detection date narrated in the notification letter — the defensible tier.
Clock breakdown: Statute Window Elapsed Threshold Status
California
Discovered: May 12, 2024
→ Notified: Oct 17, 2024
158d 60 days (analyst band, pre-2026 discoveries) CA 60-day late

Statute	Window	Elapsed	Threshold	Status
California	Discovered: May 12, 2024 → Notified: Oct 17, 2024	158d	60 days (analyst band, pre-2026 discoveries)	CA 60-day late

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 7 filings · 7 states

View merged incident ↗

Montana State AGOct 17 · first

Vermont State AGOct 17 · first

Maine State AGOct 17 · first

Indiana State AGOct 17 · first

New Hampshire State AGOct 17 · first

California State AGOct 17 · first · this page

Massachusetts 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://oag.ca.gov/ecrime/databreach/reports/sb24-593518
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Oct 17, 2024
Raw hash: b308a40e3ed16ff9d7d6b208eff214c6bf9255a83cd94262f6728b996804e482

Linked disclosures

Regulatory filings (6) · sorted by filing gap

Reporting entityLORING WOLCOTT & COOLIDGE TRUST, LLC

Victim entityLORING WOLCOTT & COOLIDGE TRUST, LLC

Incidentdiscovered May 12, 2024

Stated responseInitiated its incident response protocols

ComplianceCA 60-day late

Extraction provenanceno artifact recorded

Source provenanceoag.ca.gov