One linked filing — more sources may join as they report · filed Jul 1, 2026. View entity profile → Other incidents for this victim →
incident inc_0ee9a9f2055a4e1d · merge_method deterministic
Not recorded for this incident
Discovery variance · Leak precedence · Materiality delta · SEC filing delay · Filing span — no leak-site claim in this cluster; no SEC 8-K in this cluster; needs two dated filings.
Government ID · Identity (basic) · Financial account
MA
all State AG
Earliest sighting first · deep chronology in Litigation Timeline
Osaic Wealth, Inc. notified Massachusetts residents of a data security incident involving names, Social Security numbers, and financial account numbers. The breach appears to involve email compromise (phishing). The company provided two years of complimentary identity protection services via Epiq and enhanced employee security awareness training.
About this clustering
DisclosureLens links filings into incidents through layered matchers: deterministic rules (same source document, multistate filings of one breach, tight-window same-victim pairs), a weighted-similarity scorer for cross-source candidates, and an operator review queue for everything uncertain. Each link records its own method and confidence — shown per filing in the timeline below. The system defaults to NOT merging when uncertain, because a false merge (collapsing two unrelated breaches) is more harmful than a false split (showing related filings separately); uncertain pairs route to human review instead of auto-merging. Filing summaries shown in the timeline are AI-generated extracts — verify each against its linked source.