One linked filing — more sources may join as they report · filed Jan 15, 2015. View entity profile → Other incidents for this victim →
incident inc_89323bd7b1274055 · 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
CA
all State AG
Earliest sighting first · deep chronology in Litigation Timeline
Apr 24, 2014
When the intrusion reportedly occurred, per the linked filings
On April 24, 2014, a brokerage firm with a business relationship with OppenheimerFunds erroneously made shareholder names, addresses, account numbers, and Social Security numbers accessible to a registered representative of the firm. OppenheimerFunds was notified of the incident on January 9, 2015, and sent consumer notification letters dated January 15, 2015, offering free credit monitoring through Equifax.
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.