Social EngineeringFinancial ServicesFinancePhishingStolen CredentialsTargetedIdentity (basic)Government IDFinancial accountMediumContained

Wolfe Financial Group, Inc.

bd_df4c4ca2910d190b · schema v1 · pii pii-v1

Severity

Medium

Discovered

Jun 27, 2022

Filed

Oct 7, 2022

To disclose

15 weeks

Affected

1state residents only

Confidence

67%

Full breach record for Wolfe Financial Group, Inc. →

Wolfe Financial Group, Inc. notified Montana residents of a security incident on June 27, 2022, involving unauthorized access to an employee's email account via a phishing link. The incident exposed personal information including names, addresses, SSNs, driver's license numbers, and financial account numbers. The company secured the account, launched an investigation, and provided one year of complimentary identity monitoring through Kroll.

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Incident timeline

discovery → filing · 15 weeks / 102 days

Jun 27, 2022

Discovered

Oct 7, 2022

Filed

vs. sector median

+6 wks slower

Tracked as a single-filing incident — the only disclosure on record for this event so far.Confirmed1 affectedView incident

Name: Wolfe Financial Group, Inc.
norm: wolfe financial

Name: Wolfe Financial Group, Inc.
norm: wolfe financial
Industry: Financial Servicesllm

Discovered: Jun 27, 2022
Materiality determined: —
Notification sent: —
Affected individuals: 1state-resident count only
Data types: Identity (basic)Government IDFinancial account
Data elements: Social Security numberDate of birth
Attack vector: Phishing
MITRE ATT&CK: T1566.002 Spearphishing LinkT1078 Valid Accounts
Threat actor: ExternalFinancial
Initial access: phishing_link

During the incident: Secured the account
Launched an investigation
Implemented additional measures to enhance our existing security protocols
Re-educating our staff for awareness on these types of incidents
Arranged to provide identity monitoring at no cost to you through Kroll for one year
Changes made: Implemented additional measures to enhance our existing security protocols
Re-educating our staff for awareness on these types of incidents
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 15 weeks(102 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://dojmt.gov/wp-content/uploads/OCP/Consumer-Notification-Letter-613.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Oct 7, 2022
Raw hash: a037a1693c7393c04506661f25ee6eefea298c465f0af2f0c54acf676d6b2d4b

Reporting entityWolfe Financial Group, Inc.

Victim entityWolfe Financial Group, Inc.

Incidentdiscovered Jun 27, 2022

Stated responseSecured the account

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov