Insider Transactions Reported by 17 Insiders of Morgan Stanley Direct Lending Fund

Symbol
MSDL on NYSE
Location
New York, NY

Insiders trading volume in the past year

Morgan Stanley Direct Lending Fund executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
MS Credit Partners Holdings Inc. 10%+ Owner $192,698,036 11 Oct 2023
Jeffrey Levin CEO and President, Director $962,759 11 Oct 2023
Joan Binstock Director $832,533 +$250,309 +43% 06 Oct 2025
Kevin Shannon Director $708,991 +$282,794 +66% 14 Aug 2025
Adam S. Metz Director $499,122 +$499,122 13 Aug 2025
DAVID N. MILLER Director $489,200 +$323,750 +196% 02 Mar 2026
Michael Occi Jr. Chief Executive Officer, Director $423,829 +$352,950 +498% 02 Mar 2026
Jeff M. Day Co-President $339,874 +$174,480 +105% 05 Mar 2026
BRUCE D. FRANK Director $147,699 +$9,843 +7.1% 10 Nov 2025
David Pessah Chief Financial Officer $95,697 +$60,254 +170% 14 Aug 2025
Orit Mizrachi Co-President and Chief Operating Officer $85,012 +$14,490 +21% 03 Mar 2026
Venugopal Rathi Chief Finanacial Officer $83,413 28 Dec 2022
Ashwin Krishnan Chief Investment Officer $50,160 +$50,160 11 Nov 2025
Hope L. Brown Chief Compliance Officer 01 Jan 2026
Gauranga Pal Chief Compliance Officer 08 May 2023
Jonathan Frohlinger Principal Accounting Officer 10 May 2024
Thomas P. Torrisi Chief Compliance Officer 01 Oct 2022

Recent Insider Transactions by Companies or Individuals for Morgan Stanley Direct Lending Fund

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
Jeff M. Day MSDL Common Stock, par value $0.001 per share Purchase 28.1% $74,475 $14.90 5,000 22,818 05 Mar 2026 See Footnote.
Orit Mizrachi MSDL Common Stock, par value $0.001 per share Purchase 20.6% $14,490 $14.49 1,000 5,867 03 Mar 2026 Direct
DAVID N. MILLER MSDL Common Stock, par value $0.001 per share Purchase 50% $73,450 $14.69 5,000 15,000 03 Mar 2026 Direct
DAVID N. MILLER MSDL Common Stock, par value $0.001 per share Purchase 100% $73,400 $14.68 5,000 10,000 02 Mar 2026 Direct
Michael Occi Jr. MSDL Common Stock, par value $0.001 per share Purchase 32.6% $104,098 $14.87 7,000 28,500 02 Mar 2026 Direct
Ashwin Krishnan MSDL Common Stock, par value $0.001 per share Purchase $50,160 $16.72 3,000 3,000 11 Nov 2025 Direct
BRUCE D. FRANK MSDL Common Stock, par value $0.001 per share Purchase 15.8% $9,843 $16.40 600 4,387 10 Nov 2025 Individual Retirement Account
Joan Binstock MSDL Common Stock, par value $0.001 per share Purchase 22% $150,229 $16.64 9,030 50,042 06 Oct 2025 See Footnote.
Kevin Shannon MSDL Common Stock, par value $0.001 per share Purchase 20.8% $88,500 $17.70 5,000 29,079 14 Aug 2025 Direct
David Pessah MSDL Common Stock, par value $0.001 per share Purchase 170% $60,254 $17.72 3,400 5,400 14 Aug 2025 Direct
Adam S. Metz MSDL Common Stock, par value $0.001 per share Purchase $499,122 $17.67 28,248 28,248 13 Aug 2025 See Footnote.
DAVID N. MILLER MSDL Common Stock, par value $0.001 per share Purchase 139.5% $176,900 $17.69 10,000 17,168 12 Aug 2025 See Footnote.
Jeff M. Day MSDL Common Stock, par value $0.001 per share Purchase 46.4% $100,005 $17.70 5,650 17,818 12 Aug 2025 See Footnote.
Michael Occi Jr. MSDL Common Stock, par value $0.001 per share Purchase 186.7% $248,851 $17.78 14,000 21,500 12 Aug 2025 Direct
Joan Binstock MSDL Common Stock, par value $0.001 per share Purchase 16.8% $100,079 $17.68 5,659 39,251 11 Aug 2025 See Footnote.
Kevin Shannon MSDL Common Stock, par value $0.001 per share Purchase $38,860 $19.43 2,000 2,000 06 Jun 2025 Held by Kevin Shannon Directed IRA
Kevin Shannon MSDL Common Stock, par value $0.001 per share Purchase $44,711 $19.44 2,300 2,300 06 Jun 2025 Held by Joanne F Shannon Qualified Personal Residence Trust
Kevin Shannon MSDL Common Stock, par value $0.001 per share Purchase $110,722 $19.42 5,700 5,700 06 Jun 2025 Held by the Kevin F Shannon Irrevocable Trust
BRUCE D. FRANK MSDL Common Stock, par value $0.001 per share Purchase 12.8% $8,608 $20.50 420 3,695 11 Nov 2024 See Footnote
David Pessah MSDL Common Stock, par value $0.001 per share Purchase 2,000 2,000 24 Jan 2024 Direct
Michael Occi Jr. MSDL Common Stock, par value $0.001 per share Purchase 7,500 7,500 24 Jan 2024 Direct
Orit Mizrachi MSDL Common Stock, par value $0.001 per share Purchase 15.6% 657 4,867 11 Oct 2023 Direct
DAVID N. MILLER MSDL Common Stock, par value $0.001 per share Purchase 15.6% 1,642 12,168 11 Oct 2023 See Footnote
Adam S. Metz MSDL Common Stock, par value $0.001 per share Purchase 15.7% 6,566 48,506 11 Oct 2023 See Footnote
Kevin Shannon MSDL Common Stock, par value $0.001 per share Purchase 15.8% 3,283 24,080 11 Oct 2023 Direct
BRUCE D. FRANK MSDL Common Stock, par value $0.001 per share Purchase 12.9% 328 2,871 11 Oct 2023 See Footnote
Joan Binstock MSDL Common Stock, par value $0.001 per share Purchase 13% 3,283 28,622 11 Oct 2023 See footnote
Jeffrey Levin MSDL Common Stock, par value $0.001 per share Purchase 15.6% 6,566 48,600 11 Oct 2023 Direct
MS Credit Partners Holdings Inc. MSDL Common Stock, par value $0.001 per share Purchase 15.6% 1,313,018 9,727,311 11 Oct 2023 Direct
MS Credit Partners Holdings Inc. MSDL Common Stock, par value $0.001 per share Award 7.16% 562,229 8,414,293 28 Dec 2022 Direct
Joan Binstock MSDL Common Stock, par value $0.001 per share Purchase 6.36% 1,406 23,497 28 Dec 2022 Direct
Kevin Shannon MSDL Common Stock, par value $0.001 per share Award 7.25% 1,406 20,797 28 Dec 2022 Direct
Jeffrey Levin MSDL Common Stock, par value $0.001 per share Award 7.17% 2,812 42,033 28 Dec 2022 Direct
Venugopal Rathi MSDL Common Stock, par value $0.001 per share Award 7.16% 281 4,211 28 Dec 2022 Direct
BRUCE D. FRANK MSDL Common Stock, par value $0.001 per share Purchase 6.34% 141 2,358 28 Dec 2022 Direct
Orit Mizrachi MSDL Common Stock, par value $0.001 per share Award 7.16% 281 4,211 28 Dec 2022 Direct
DAVID N. MILLER MSDL Common Stock, par value $0.001 per share Purchase 7.16% 703 10,527 28 Dec 2022 Direct
Adam S. Metz MSDL Common Stock, par value $0.001 per share Purchase 7.19% $55,699 $19.81 2,812 41,939 28 Dec 2022 Direct
MS Credit Partners Holdings Inc. MSDL Common Stock, par value $0.001 per share Purchase 6.55% 482,313 7,851,320 28 Jul 2022 Direct
Joan Binstock MSDL Common Stock, par value $0.001 per share Purchase 5.71% 1,206 22,332 28 Jul 2022 See Footnote
Kevin Shannon MSDL Common Stock, par value $0.001 per share Purchase 6.63% 1,206 19,389 28 Jul 2022 Direct
Jeffrey Levin MSDL Common Stock, par value $0.001 per share Purchase 6.55% 2,412 39,218 28 Jul 2022 Direct
Venugopal Rathi MSDL Common Stock, par value $0.001 per share Purchase 6.54% 241 3,929 28 Jul 2022 Direct
BRUCE D. FRANK MSDL Common Stock, par value $0.001 per share Purchase 5.69% 121 2,241 28 Jul 2022 See Footnote
Orit Mizrachi MSDL Common Stock, par value $0.001 per share Purchase 6.54% 241 3,929 28 Jul 2022 Direct
DAVID N. MILLER MSDL Common Stock, par value $0.001 per share Purchase 6.54% 603 9,823 28 Jul 2022 See Footnote
Adam S. Metz MSDL Common Stock, par value $0.001 per share Purchase 6.57% $49,325 $20.45 2,412 39,124 28 Jul 2022 See Footnote
MS Credit Partners Holdings Inc. MSDL Common Stock, par value $0.001 per share Purchase 3.73% 264,875 7,369,007 16 May 2022 Direct
Joan Binstock MSDL Common Stock, par value $0.001 per share Purchase 3.44% 662 19,920 16 May 2022 See Footnote
Kevin Shannon MSDL Common Stock, par value $0.001 per share Purchase 3.78% 662 18,183 16 May 2022 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.