Form D · Other Investment Fund
Index Trust T
Independence, OH · CIK 0001759744
Offering snapshot reported Jan 21, 2026 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- Not reported Form D · investor count
- Minimum accepted
- Not reported Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 21, 2026 | Amendment | Yet to sell | No comparison | Not reported | SEC filing |
| Jan 21, 2025 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Jan 19, 2024 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Jan 20, 2023 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Jul 12, 2022 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Jul 15, 2021 | Amendment | $990,075,000 | No comparison | Not reported | SEC filing |
| Jul 14, 2020 | Amendment | $990,075,000 | $553,347,950vs Nov 21, 2018 | 2 | SEC filing |
| Nov 21, 2018 | Initial | $436,727,050 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- Not reported
- Duration over one year
- Not reported
- Business combination
- Not reported
- Sales commissions
- Not reported
- Finders' fees
- Not reported
- Form D file number
- 021-451936
Source: Form D, filed Jan 21, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Thomas J. Bartos | Executive |
| Angela Cooper | Executive |
| Idr Investment Management, Llc | Promoter |
| The Northern Trust Company | Executive |
| Wilmington Savings Fund Society, Fsb | Executive |
| Garrett E. Zdolshek | Executive |
| Gary A. Zdolshek | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
3 Summit Park Drive Suite 450
Independence, OH, 44131
Independence, OH, 44131