๐ต๏ธ Morgan Stanley Direct Lending Fund ($MSDL)
SEC insider & ownership activity, last 12 months ยท CIK 1782524 ยท every row links its SEC filing
Over the last 12 months insiders bought $1.8M with no open-market selling against it. Adam S. Metz bought $499K in discretionary trades (Aug). No red-flag 8-Ks in the window.
Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
10 buyers, $1.8M (15 lots) ยท 0 sellers, $0 (0 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Adam S. Metz | 1 | $499K | 0 | โ | Aug 13, 2025 |
| Occi Michael Jr. | 2 | $353K | 0 | โ | Mar 2, 2026 |
| David N. Miller | 3 | $324K | 0 | โ | Mar 3, 2026 |
| Binstock Joan | 2 | $250K | 0 | โ | Oct 6, 2025 |
| Jeff M. Day | 2 | $174K | 0 | โ | Mar 5, 2026 |
| Shannon Kevin | 1 | $88K | 0 | โ | Aug 14, 2025 |
| Pessah David | 1 | $60K | 0 | โ | Aug 14, 2025 |
| Krishnan Ashwin | 1 | $50K | 0 | โ | Nov 11, 2025 |
| Mizrachi Orit | 1 | $14K | 0 | โ | Mar 3, 2026 |
| Bruce D. Frank | 1 | $10K | 0 | โ | Nov 10, 2025 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| Morgan Stanley | 5.0% | 13G | Feb 12, 2026 | filing โ | |
| Morgan Stanley Investment Management Inc. | 5.0% | 13G | Feb 12, 2026 | filing โ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| Jeffrey Levin | $812K | Sep 29, 2025 | filing โ |
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Material agreement (1.01) | Jul 9, 2026 | filing โ |
| New financial obligation (2.03) | Jul 9, 2026 | filing โ |
| Financial Statements and Exhibits (9.01) | Jul 9, 2026 | filing โ |
| Material agreement (1.01) | Jun 29, 2026 | filing โ |
| Financial Statements and Exhibits (9.01) | Jun 29, 2026 | filing โ |
| Shareholder vote (5.07) | Jun 1, 2026 | filing โ |
| Officer/director changes (5.02) | May 26, 2026 | filing โ |
| Earnings (2.02) | May 7, 2026 | filing โ |
| Reg FD disclosure (7.01) | May 7, 2026 | filing โ |
| Financial Statements and Exhibits (9.01) | May 7, 2026 | filing โ |
| Material agreement (1.01) | Apr 23, 2026 | filing โ |
| New financial obligation (2.03) | Apr 23, 2026 | filing โ |
| Financial Statements and Exhibits (9.01) | Apr 23, 2026 | filing โ |
| Reg FD disclosure (7.01) | Apr 6, 2026 | filing โ |
| Financial Statements and Exhibits (9.01) | Apr 6, 2026 | filing โ |
| Reg FD disclosure (7.01) | Apr 6, 2026 | filing โ |
| Earnings (2.02) | Feb 26, 2026 | filing โ |
| Reg FD disclosure (7.01) | Feb 26, 2026 | filing โ |
| Financial Statements and Exhibits (9.01) | Feb 26, 2026 | filing โ |
| Reg FD disclosure (7.01) | Jan 26, 2026 | filing โ |
| Financial Statements and Exhibits (9.01) | Jan 26, 2026 | filing โ |
| Officer/director changes (5.02) | Dec 22, 2025 | filing โ |
| Earnings (2.02) | Nov 6, 2025 | filing โ |
| Reg FD disclosure (7.01) | Nov 6, 2025 | filing โ |
| Financial Statements and Exhibits (9.01) | Nov 6, 2025 | filing โ |
| Reg FD disclosure (7.01) | Oct 6, 2025 | filing โ |
| Financial Statements and Exhibits (9.01) | Oct 6, 2025 | filing โ |
| Material agreement (1.01) | Sep 24, 2025 | filing โ |
| New financial obligation (2.03) | Sep 24, 2025 | filing โ |
| Financial Statements and Exhibits (9.01) | Sep 24, 2025 | filing โ |