EFTA01389136.txt Text dataset_10 View on DOJ

Illegal Activity
suspicious
Blackmail
none
Date
2019-07-17
Document Type
email
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:43
Summary
This email chain involves an urgent request for financial data related to Southern Financial from 2018-2019. The email also raises concerns about missing brokerage assets, prompting an investigation into whether the account was impacted last year.
Metadata
Subject
FW: Urgent Request (Sc]
Sender
Stewart Oldfield
Recipients
Kimberly Hart
Document ID
DB-SDNY-0093480
Date
2019-07-17
Illegal Activity
Severity
suspicious
Description
The mention of missing brokerage assets raises a suspicion of potential financial irregularities, but there is no clear evidence of illegal activity being committed or planned by the sender.
Content Type
first_hand
Evidence:
  • Mention of missing brokerage assets could indicate potential financial irregularities.
Relationships 8
Entity 1RelationshipEntity 2Description
Stewart Oldfield email correspondence Kimberly Hart Stewart Oldfield forwards an email chain to Kimberly Hart.
Donna Kerrigan email correspondence Stewart Oldfield Donna Kerrigan forwards an email chain to Stewart Oldfield.
Leslie Roth email correspondence Donna Kerrigan Leslie Roth responds to Donna Kerrigan's request.
Leslie Roth cc Robert Frohlich Robert Frohlich is cc'd on Leslie Roth's email.
Donna Kerrigan email correspondence Leslie Roth Donna Kerrigan requests data from Leslie Roth.
Donna Kerrigan cc Robert Frohlich Robert Frohlich is cc'd on Donna Kerrigan's email.
Donna Kerrigan cc Stewart Oldfield Stewart Oldfield is cc'd on Donna Kerrigan's email.
Leslie Roth request for data Brian Heidelbach Leslie Roth will request Pershing data from Brian Heidelbach.
Notable Quotes 1
Please can you address this request as a matter of urgency and also confirm if this account was impacted by missing Brokerage assets last year.
Red Flags 2
  • Urgent request for data.
  • Concern about missing brokerage assets.
Financial Information
Assets:
  • Brokerage assets
Raw Analysis JSON click to expand
Themes
Financial transactions/money flowBusiness dealingsCommunications/correspondence
Organizations 3
Deutsche Bank AGSouthern FinancialPershing
Locations 3
New YorkNew York, NY, USA345 ark Avenue 10154.0004 New York, NY, USA
Financial Entities 2
Southern FinancialPershing
Text Analysis
Tone
Urgent
Purpose
To obtain financial data for Southern Financial from 2018-2019 and to investigate missing brokerage assets.
Significance
The email chain indicates an urgent request for financial data and a concern about missing brokerage assets, potentially related to Southern Financial.
File Info
File Name
EFTA01389136.txt
Dataset
dataset_10
Type
Text
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:43:37.036621
DOJ Source
View on DOJ