Morgan Stanley Direct Lending Fund

MSDL

Figures shown here come from public SEC filings. Dates beside each section show the available history.

Annual Financial Review

Annual financial history is not available for this company.

SEC filings supply these figures; updates after the dates shown are not included. No annual financial history is available for this company. The latest insider filing shown is dated Mar 5, 2026.

Ownership

Who holds the shares, as reported in SEC ownership filings.

Unusually large insider trades

Each trade is compared with the other insider trades of the same kind in the same security among Morgan Stanley Direct Lending Fund's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.

  • 2025-08-13 · Metz Adam S: Larger than 141 of the 156 other insider purchases of Common Stock, par value $0.001 per share on file. SEC filing
  • 2023-10-11 · MS Credit Partners Holdings Inc.: Larger than all 156 other insider purchases of Common Stock, par value $0.001 per share on file. SEC filing
  • 2022-07-28 · MS Credit Partners Holdings Inc.: Larger than 149 of the 156 other insider purchases of Common Stock, par value $0.001 per share on file. SEC filing
  • 2022-05-16 · MS Credit Partners Holdings Inc.: Larger than 144 of the 156 other insider purchases of Common Stock, par value $0.001 per share on file. SEC filing
  • 2021-12-29 · MS Credit Partners Holdings Inc.: Larger than 151 of the 156 other insider purchases of Common Stock, par value $0.001 per share on file. SEC filing
  • 2021-11-12 · MS Credit Partners Holdings Inc.: Larger than 155 of the 156 other insider purchases of Common Stock, par value $0.001 per share on file. SEC filing
  • 2021-10-15 · MS Credit Partners Holdings Inc.: Larger than 154 of the 156 other insider purchases of Common Stock, par value $0.001 per share on file. SEC filing
  • 2021-07-16 · MS Credit Partners Holdings Inc.: Larger than 153 of the 156 other insider purchases of Common Stock, par value $0.001 per share on file. SEC filing
  • 2021-05-26 · MS Credit Partners Holdings Inc.: Larger than 147 of the 156 other insider purchases of Common Stock, par value $0.001 per share on file. SEC filing
  • 2021-04-12 · MS Credit Partners Holdings Inc.: Larger than 152 of the 156 other insider purchases of Common Stock, par value $0.001 per share on file. SEC filing
  • 2021-03-12 · MS Credit Partners Holdings Inc.: Larger than 143 of the 156 other insider purchases of Common Stock, par value $0.001 per share on file. SEC filing
  • 2021-01-20 · MS Credit Partners Holdings Inc.: Larger than 142 of the 156 other insider purchases of Common Stock, par value $0.001 per share on file. SEC filing
  • 2020-12-01 · MS Credit Partners Holdings Inc.: Larger than 146 of the 156 other insider purchases of Common Stock, par value $0.001 per share on file. SEC filing
  • 2020-09-28 · MS Credit Partners Holdings Inc.: Larger than 145 of the 156 other insider purchases of Common Stock, par value $0.001 per share on file. SEC filing
  • 2020-03-27 · MS Credit Partners Holdings Inc.: Larger than 148 of the 156 other insider purchases of Common Stock, par value $0.001 per share on file. SEC filing
  • 2020-02-05 · MS Credit Partners Holdings Inc.: Larger than 150 of the 156 other insider purchases of Common Stock, par value $0.001 per share on file. SEC filing

Independent insiders buying near the same time

  • 2026-03-02–2026-03-05: 5 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
  • 2025-11-10–2025-11-11: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
  • 2025-08-11–2025-08-14: 7 event(s) across 7 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing )
  • 2024-01-24–2024-01-24: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
  • 2023-10-11–2023-10-11: 8 event(s) across 8 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing )
  • 2022-12-28–2022-12-28: 4 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
  • 2022-07-28–2022-07-28: 9 event(s) across 9 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing )
  • 2022-05-16–2022-05-16: 9 event(s) across 9 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing )
  • 2021-12-29–2021-12-29: 9 event(s) across 9 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing )
  • 2021-11-12–2021-11-12: 9 event(s) across 9 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing )
  • 2021-10-15–2021-10-15: 9 event(s) across 9 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing )
  • 2021-07-16–2021-07-16: 9 event(s) across 9 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing )
  • 2021-05-26–2021-05-26: 9 event(s) across 9 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing )
  • 2021-04-12–2021-04-12: 9 event(s) across 9 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing )
  • 2021-03-12–2021-03-12: 9 event(s) across 9 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing )
  • 2021-01-20–2021-01-20: 9 event(s) across 9 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing )
  • 2020-12-01–2020-12-01: 7 event(s) across 7 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing )
  • 2020-09-28–2020-09-30: 9 event(s) across 7 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing )
  • 2020-08-11–2020-08-11: 4 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
  • 2020-06-26–2020-06-26: 4 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )

Purchases & sales (open market or private)

SecurityCodePriceFiling
2026-03-05Day Jeff M. · Co-PresidentCommon Stock, par value $0.001 per shareP — Open market or private purchase+5,00014.90SEC filing
2026-03-03Mizrachi Orit · See RemarksCommon Stock, par value $0.001 per shareP — Open market or private purchase+1,00014.49SEC filing
2026-03-03MILLER DAVID N · DirectorCommon Stock, par value $0.001 per shareP — Open market or private purchase+5,00014.69SEC filing
2026-03-02MILLER DAVID N · DirectorCommon Stock, par value $0.001 per shareP — Open market or private purchase+5,00014.68SEC filing
2026-03-02Occi Michael Jr. · Chief Executive OfficerCommon Stock, par value $0.001 per shareP — Open market or private purchase+7,00014.87SEC filing
2025-11-11Krishnan Ashwin · Chief Investment OfficerCommon Stock, par value $0.001 per shareP — Open market or private purchase+3,00016.72SEC filing
2025-11-10FRANK BRUCE D · DirectorCommon Stock, par value $0.001 per shareP — Open market or private purchase+60016.41SEC filing
2025-10-06Binstock Joan · DirectorCommon Stock, par value $0.001 per shareP — Open market or private purchase+9,03016.64SEC filing

Showing 8 of 10 rows

Grants, exercises, tax & gifts

SecurityCodeFiling
2022-12-28Mizrachi Orit · Chief Operating OfficerCommon Stock, par value $0.001 per shareA — Grant, award, or other acquisition+281SEC filing
2022-12-28Rathi Venugopal · Chief Finanacial OfficerCommon Stock, par value $0.001 per shareA — Grant, award, or other acquisition+281SEC filing
2022-12-28Shannon Kevin · DirectorCommon Stock, par value $0.001 per shareA — Grant, award, or other acquisition+1,406SEC filing
2022-12-28Levin Jeffrey · CEO and PresidentCommon Stock, par value $0.001 per shareA — Grant, award, or other acquisition+2,812SEC filing
2022-12-28MS Credit Partners Holdings Inc. · 10% ownerCommon Stock, par value $0.001 per shareA — Grant, award, or other acquisition+562,229SEC filing
2020-09-28Shannon Kevin · DirectorCommon Stock, par value $0.001 per shareA — Grant, award, or other acquisition+327SEC filing
2020-09-28Metz Adam S · DirectorCommon Stock, par value $0.001 per shareA — Grant, award, or other acquisition+6,170SEC filing

Showing 7 of 7 rows

Other activity

SecurityCodeFiling
2021-12-13MS Credit Partners Holdings Inc. · 10% ownerCommon Stock, par value $0.001 per shareJ — Other acquisition or disposition+70SEC filing
2021-12-13Shannon Kevin · DirectorCommon Stock, par value $0.001 per shareJ — Other acquisition or disposition+0SEC filing
2021-12-13FRANK BRUCE D · DirectorCommon Stock, par value $0.001 per shareJ — Other acquisition or disposition+0SEC filing
2021-12-13Mizrachi Orit · Chief Operating OfficerCommon Stock, par value $0.001 per shareJ — Other acquisition or disposition+0SEC filing
2021-12-13Binstock Joan · DirectorCommon Stock, par value $0.001 per shareJ — Other acquisition or disposition+0SEC filing
2021-12-13Levin Jeffrey · CEO and PresidentCommon Stock, par value $0.001 per shareJ — Other acquisition or disposition+0SEC filing
2021-12-13Rathi Venugopal · Chief Finanacial OfficerCommon Stock, par value $0.001 per shareJ — Other acquisition or disposition+0SEC filing
2021-12-13Metz Adam S · DirectorCommon Stock, par value $0.001 per shareJ — Other acquisition or disposition+0SEC filing

Showing 8 of 10 rows

These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.