MSDL (Morgan Stanley Direct Lending Fund)

Insider Trading Activity

Every open-market purchase and sale reported by MSDL officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

Form 4 Filings
16
most recent
Open-Market Buys
16
code P
Sales
0
code S
Reporting Insiders
10
current holders
MSDL — Recent Form 4 Transactions (latest 2026-03-05)
FiledInsiderRole TypeSharesValue
2026-03-05 Jeff M. Day Co-President Buy
2026-03-03 Orit Mizrachi See Remarks Buy
2026-03-03 Michael Occi Jr. Chief Executive Officer Buy
2026-03-03 DAVID N MILLER Director Buy
2025-12-16 Ashwin Krishnan Chief Investment Officer Buy
2025-11-12 BRUCE D FRANK Director Buy
2025-10-08 Joan Binstock Director Buy
2025-08-18 Kevin Shannon Director Buy
2025-08-15 David Pessah Chief Financial Officer Buy
2025-08-14 Adam S Metz Director Buy
2025-08-14 DAVID N MILLER Director Buy
2025-08-13 Joan Binstock Director Buy
2025-08-13 Jeff M. Day Co-President Buy
2025-08-13 Michael Occi Jr. Chief Executive Officer Buy
2025-06-10 Kevin Shannon Director Buy
2024-11-12 BRUCE D FRANK Director Buy
MSDL — Current Insider Holders
InsiderRole Shares HeldValue
Director 50,042
Director 48,505
Director 34,925
Chief Executive Officer 28,500
Director 27,168
Co-President 22,818
See Remarks 5,867
Chief Financial Officer 5,400
Director 4,387
Chief Investment Officer 3,000
How to read Form 4 activity

Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.

Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.

Full filing history and per-insider positions are on the MSDL quote page; the site-wide leaderboard is on the insider transactions hub.