Morgan Stanley Direct Lending Fund (MSDL) Insider Ownership

Historic Insider Ownership Trends

Top Direct Holders

Insider ownership data is derived from the last 60 months of Form 4 SEC filings.
Holder Position Shares (Direct) Shares (Indirect) Report Date
Credit Partners Holdings Inc. Ms 9,727,311 0 11 Oct, 2023
Joan Binstock 0 50,042 08 Oct, 2025
Jeffrey Levin Ceo And President 48,600 0 11 Oct, 2023
Kevin Shannon 29,079 0 18 Aug, 2025
Michael Jr. Occi Chief Executive Officer 28,500 0 03 Mar, 2026
Joan Binstock 23,497 0 29 Dec, 2022
Jeff M. Day Co President 0 22,818 05 Mar, 2026
David N Miller 0 17,168 14 Aug, 2025
David N Miller 15,000 0 03 Mar, 2026
Orit Mizrachi See Remarks 5,867 0 03 Mar, 2026
David Pessah Chief Financial Officer 5,400 0 15 Aug, 2025
Bruce D Frank 0 4,387 12 Nov, 2025
Venugopal Rathi Chief Finanacial Officer 4,211 0 29 Dec, 2022
Ashwin Krishnan Chief Investment Officer 3,000 0 16 Dec, 2025
Bruce D Frank 2,358 0 29 Dec, 2022
Kevin Shannon 0 2,000 10 Jun, 2025

* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.

Recent Insider Transactions

Detailed insider trading activity based on Form 4 SEC filings.
Download Data
Transaction Date Insider Name Security Class Transaction Type Shares Traded Price Shares Remaining Ownership Code
05 Mar, 2026 Jeff M. Day Common Stock, par value $0.001 per share A 5,000 $14.90 22,818 I P
02 Mar, 2026 Michael Jr. Occi Common Stock, par value $0.001 per share A 7,000 $14.87 28,500 D P
02 Mar, 2026 David N Miller Common Stock, par value $0.001 per share A 5,000 $14.68 10,000 D P
03 Mar, 2026 Orit Mizrachi Common Stock, par value $0.001 per share A 1,000 $14.49 5,867 D P
03 Mar, 2026 David N Miller Common Stock, par value $0.001 per share A 5,000 $14.69 15,000 D P
11 Nov, 2025 Ashwin Krishnan Common Stock, par value $0.001 per share A 3,000 $16.72 3,000 D P
10 Nov, 2025 Bruce D Frank Common Stock, par value $0.001 per share A 600 $16.41 4,387 I P
06 Oct, 2025 Joan Binstock Common Stock, par value $0.001 per share A 9,030 $16.64 50,042 I P
14 Aug, 2025 Kevin Shannon Common Stock, par value $0.001 per share A 5,000 $17.70 29,079 D P
14 Aug, 2025 David Pessah Common Stock, par value $0.001 per share A 3,400 $17.72 5,400 D P
12 Aug, 2025 David N Miller Common Stock, par value $0.001 per share A 10,000 $17.69 17,168 I P
12 Aug, 2025 Michael Jr. Occi Common Stock, par value $0.001 per share A 14,000 $17.78 21,500 D P
11 Aug, 2025 Joan Binstock Common Stock, par value $0.001 per share A 5,659 $17.69 39,251 I P
12 Aug, 2025 Jeff M. Day Common Stock, par value $0.001 per share A 5,650 $17.70 17,818 I P
06 Jun, 2025 Kevin Shannon Common Stock, par value $0.001 per share A 5,700 $19.43 5,700 I P
06 Jun, 2025 Kevin Shannon Common Stock, par value $0.001 per share A 2,300 $19.44 2,300 I P
06 Jun, 2025 Kevin Shannon Common Stock, par value $0.001 per share A 2,000 $19.43 2,000 I P
11 Nov, 2024 Bruce D Frank Common Stock, par value $0.001 per share A 420 $20.50 3,695 I P
24 Jan, 2024 Michael Jr. Occi Common Stock, par value $0.001 per share A 7,500 $20.67 7,500 D P
24 Jan, 2024 David Pessah Common Stock, par value $0.001 per share A 2,000 $20.67 2,000 D P