Clustered 2 filings across 2 jurisdictions · filed Apr 18, 2023. View entity profile → Other incidents for this victim →
incident inc_12e382cf897549e8 · merge_method deterministic · confidence 100%
Discovered → first regulatory filing
Time between earliest and latest filing
Not recorded for this incident
Discovery variance · Leak precedence · Materiality delta · SEC filing delay — no leak-site claim in this cluster; no SEC 8-K in this cluster; needs two dated filings.
CA MT
all State AG
Earliest sighting first · deep chronology in Litigation Timeline
Dec 29, 2022
When the intrusion reportedly occurred, per the linked filings
Dec 29, 2022
Reported by CALIFORNIA AG filing
Wanda L. Delgado DBA Insight Financial Advisors reported a data breach to the Montana Attorney General. The breach was reported on 2023-04-18. The breach occurred on 12/29/2022. 1 Montana residents were affected.
Affected (this filing): 1
Wanda L. Delgado DBA Insight Financial Advisors experienced unauthorized access to a corporate email account on December 29, 2022. The incident potentially exposed names, addresses, Social Security numbers, and financial account numbers. The company engaged a vendor to review the account, changed passwords, and offered credit monitoring services to affected individuals.
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.