Case file: AssetMark, Inc.
Every government filing on this incident, the dates as stated, and the days to notice against each state's statute. Built from the records on Nov 9, 2026, agency link on every row. Not legal advice.
The incident
- Breach window
- May 15, 2026
- Discovered
- May 15, 2026, as stated in the California letter
- State and federal records
- 5 filings, Jun 11, 2026 to Jun 26, 2026
- Residents counted
- 46,530 in 3 states (TX, MA, VT), latest filing per state
- Everyone affected
- 570,000, as reported to Texas AG on Jun 18, 2026
- Information exposed
- Financial / bank account, Usernames / passwords, Postal address, Social Security number
- Offered to those affected
- 24 months of credit or identity monitoring through Experian
- Third party named
- No
- Days to notice
- Past the statutory period in 1 of the 4 states that set one, counted from discovery to each state's first record
The letter: "On May 15, 2026, we became aware that an unauthorized user obtained access to and downloaded certain files containing customer information on the same day, and we swiftly took the steps described below."
Filings
| Agency | Record date | People | In total | Days to notice | Links |
|---|---|---|---|---|---|
| California California AG | Jun 26, 2026 | Not published | 42 days, statute 30 days, over | Letter Record | |
| Texas Texas AG | Jun 18, 2026 | 29,802 | 570,000 | 34 days, statute 60 days | Record |
| Massachusetts Massachusetts OCABR | Jun 12, 2026 | 15,085 | 28 days, statute no fixed period | Record | |
| Oregon Oregon DOJ | Jun 11, 2026 | 570,000 (total) | 27 days, statute 45 days | Record | |
| Vermont Vermont AG | Jun 11, 2026 | 1,643 | 27 days, statute 45 days | Record |
People is the count the filing gives, residents of the state unless marked total. Days to notice runs from the discovery date the letter states, or from the end of the breach window when no letter states one, to the date on the state's first record of the incident. "Over" marks a count past the days the state's statute allows for notice to residents. The statute's trigger is a question of fact, the days are arithmetic.
Notice timing, state by state
- 42 days from discovery (May 15, 2026) to the California record (Jun 26, 2026). Statute: 30 days from discovery or notification of the breach (Cal. Civ. Code § 1798.82).
- 34 days from discovery (May 15, 2026) to the Texas record (Jun 18, 2026). Statute: 60 days from determination that the breach occurred (Tex. Bus. & Com. Code § 521.053).
- 28 days from discovery (May 15, 2026) to the Massachusetts record (Jun 12, 2026). Statute: no fixed period from knowledge or reason to know of the breach (Mass. Gen. Laws ch. 93H, § 3).
- 27 days from discovery (May 15, 2026) to the Oregon record (Jun 11, 2026). Statute: 45 days from discovery or notification of the breach (ORS 646A.604).
- 27 days from discovery (May 15, 2026) to the Vermont record (Jun 11, 2026). Statute: 45 days from discovery or notification of the breach (9 V.S.A. § 2435).
The statutes
- California: 30 days to notify residents from discovery or notification of the breach, Cal. Civ. Code § 1798.82. Sample notice to the Attorney General when more than 500 Californians are notified, within 15 days of the consumer notice (effective 2026).
- Texas: 60 days to notify residents from determination that the breach occurred, Tex. Bus. & Com. Code § 521.053. Attorney General within 30 days of determination when 250 or more Texas residents are affected.
- Massachusetts: no fixed period to notify residents from knowledge or reason to know of the breach, Mass. Gen. Laws ch. 93H, § 3. Attorney General and OCABR as soon as practicable and without unreasonable delay, every breach.
- Oregon: 45 days to notify residents from discovery or notification of the breach, ORS 646A.604. Attorney General when more than 250 Oregon residents are affected, with the consumer notice.
- Vermont: 45 days to notify residents from discovery or notification of the breach, 9 V.S.A. § 2435. Attorney General within 14 business days of discovery or of the consumer notice, whichever is sooner, every breach.
Filings by others that name AssetMark, Inc.
Clients of a breached vendor often file under their own names and name the vendor.
- AssetMark Trust Company, Texas, May 8, 2026, 359
Sources and method
Records as published by California AG, Texas AG, Massachusetts OCABR, Oregon DOJ, Vermont AG. Letter facts (discovery date, monitoring, third party) are read from the consumer letter the agency posted, 1 letter read for this incident, and quoted so you can check them. Texas and HHS publish no letters. First-seen times on each record page. Spot an error? Email support@breachtally.com with this page link.