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Arnav Sahai
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Data & Analytics

Data Breach Disclosures & Equity Market Reactions

Event-study and difference-in-differences analysis of how U.S. equity markets react around corporate data-breach disclosures.

Role: Analyst / researcher (reproducible R project)

Context

Cyber incidents are often discussed as operational events; this project measures whether and how markets price public breach disclosures using financial econometrics.

Method / approach

Combined a cited breach-events dataset with daily firm and S&P 500 prices. Ran a classic market-model event study (AR/CAR) and a Callaway- Sant- Anna dynamic ATT pipeline, with documented sample rules, confound handling, and reproducible outputs.

Tools and technologies

  • R
  • tidyquant
  • Event study methods
  • Callaway- Sant- Anna / did
  • OLS

Key deliverables

  • Event-study scripts and knit-ready report
  • CS/DID estimator pipeline
  • Figures, tables, and methodology documentation

Results / findings

  • Documented run (2026-04-20): mean CAR(0,+10) ? ?0.12% (n = 224 non-confounded); mean AR sharply negative at disclosure day (t = 0).
  • CS/DID overall dynamic ATT ? ?0.22 (95% CI [?0.42, ?0.02]); pre-trend p ? 0.91.
  • Breach-size association with CAR had the expected negative sign but was not statistically strong in the baseline cross-section (p ? 0.23).

Evidence & links