MSDL insider buying and SEC filings, explained
Morgan Stanley Direct Lending Fund · CIK 1782524
Tracked: Forms 3/4/5, 8-K, NT · All filings on sec.gov
Insider activity in the last 12 months
Bought
$390K
Insiders who bought
5
Sold (not marked 10b5-1)
$0
Planned sales (10b5-1)
$0
Insider purchases and sales, last 12 months
| Traded | Type | What was filed | Source |
|---|---|---|---|
| Mar 5, 2026 | Purchase (code P) | Jeff M. Day (President / COO) bought 5,000 shares indirectly at $14.90 ($75K), reported as a purchase (code P). Indirect holdings up 28% to 22,818 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 5, 2026 |
| Mar 3, 2026 | Purchase (code P) | Orit Mizrachi (President / COO) bought 1,000 shares at $14.49 ($14K), reported as a purchase (code P). Holdings up 21% to 5,867 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 3, 2026 |
| Mar 2–3, 2026 | Purchase (code P) | David N. Miller (Director) bought 10,000 shares between Mar 2 and Mar 3 at about $14.69 ($147K), reported as a purchase (code P). Holdings up 200% to 15,000 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 3, 2026 |
| Mar 2, 2026 | Purchase (code P) | Michael Occi Jr. (CEO and Director) bought 7,000 shares at $14.87 ($104K), reported as a purchase (code P). Holdings up 33% to 28,500 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 3, 2026 |
| Nov 11, 2025 | Purchase (code P) | Ashwin Krishnan (Chief Investment Officer) bought 3,000 shares at $16.72 ($50K), reported as a purchase (code P). New position of 3,000 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Dec 16, 2025 |
| Nov 10, 2025 | Purchase (code P) | Bruce D. Frank (Director) bought 600 shares indirectly (by retirement or benefit plan) at $16.41 ($10K), reported as a purchase (code P). Holdings by retirement or benefit plan up 16% to 4,387 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Nov 12, 2025 |
Cluster buys
4 insiders bought in 30 days
$340K in purchases since Mar 2, 2026 · Purchases traded Mar 2, 2026 to Mar 5, 2026 · Closed
| Insider | Value | Traded | Source |
|---|---|---|---|
| Michael Occi Jr. (CEO) | $104K | Mar 2, 2026 | SEC filing |
| David N. Miller (Director) | $147K | Mar 3, 2026 | SEC filing |
| Orit Mizrachi (President / COO) | $14K | Mar 3, 2026 | SEC filing |
| Jeff M. Day (President / COO) | $75K | Mar 5, 2026 | SEC filing |
Red flags
No red flags in the last 12 months.
Key events
No key events in the last 12 months.
8-K filings, last 12 months
No 8-K filings in the last 12 months.
Red flags are objective triggers only: the item or form filed, never an opinion.
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