One linked filing — more sources may join as they report · filed Nov 15, 2019. View entity profile → Other incidents for this victim →
incident inc_e4086f71b7604eb9 · merge_method deterministic
Discovered → first regulatory filing
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.
Identity (basic) · Government ID
CA
all State AG
Earliest sighting first · deep chronology in Litigation Timeline
Jul 30, 2019 → Aug 1, 2019
When the intrusion reportedly occurred, per the linked filings
Aug 1, 2019
Reported by CALIFORNIA AG filing
Capital Planning Advisors, LLC reported unauthorized access to a single employee email account between July 30 and August 1, 2019. The incident involved potential exposure of personal information including names and contact details. The company engaged forensic experts, reset passwords, and offered one year of identity monitoring through Kroll. No misuse of data was confirmed.
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.