Morgan Stanley Direct Lending Fund's top three insider shareholders as of September 09, 2026 are Credit Partners Holdings Inc. Ms (TenPercentOwner, 9.73Mn shares), Joan Binstock (Director, 50.04K shares), Jeffrey Levin (Ceo And President, 48.60K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Credit Partners Holdings Inc. Ms | TenPercentOwner | 9,727,311 | 0 | 9,727,311 | 97.6% | 11 Oct, 2023 |
| 2 | Joan Binstock | Director | 0 | 50,042 | 50,042 | 0.5% | 08 Oct, 2025 |
| 3 | Jeffrey Levin | Ceo And President | 48,600 | 0 | 48,600 | 0.5% | 11 Oct, 2023 |
| 4 | Kevin Shannon | Director | 29,079 | 0 | 29,079 | 0.3% | 18 Aug, 2025 |
| 5 | Michael Jr. Occi | Chief Executive Officer | 28,500 | 0 | 28,500 | 0.3% | 03 Mar, 2026 |
| 6 | Adam S Metz | Director | 0 | 28,248 | 28,248 | 0.3% | 14 Aug, 2025 |
| 7 | Jeff M. Day | Co President | 0 | 22,818 | 22,818 | 0.2% | 05 Mar, 2026 |
| 8 | David N Miller | Director | 15,000 | 0 | 15,000 | 0.2% | 03 Mar, 2026 |
| 9 | Orit Mizrachi | Coo And Interim Cfo | 5,867 | 0 | 5,867 | 0.1% | 03 Mar, 2026 |
| 10 | David Pessah | Chief Financial Officer | 5,400 | 0 | 5,400 | 0.1% | 15 Aug, 2025 |
| 11 | Bruce D Frank | Director | 0 | 4,387 | 4,387 | 0.0% | 12 Nov, 2025 |
| 12 | Ashwin Krishnan | Chief Investment Officer | 3,000 | 0 | 3,000 | 0.0% | 16 Dec, 2025 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 05 Mar, 2026 | Jeff M. Day | Co President | Acquired P | 5,000 | $14.90 | $74.48K | 22,818 | Indirect |
| 02 Mar, 2026 | Michael Jr. Occi | Chief Executive Officer | Acquired P | 7,000 | $14.87 | $104.10K | 28,500 | Direct |
| 03 Mar, 2026 | Orit Mizrachi | Officer | Acquired P | 1,000 | $14.49 | $14.49K | 5,867 | Direct |
| 02 Mar, 2026 | Michael Jr. Occi | Chief Executive Officer | Acquired P | 7,000 | $14.87 | $104.10K | 28,500 | Direct |
| 02 Mar, 2026 | David N Miller | Director | Acquired P | 5,000 | $14.68 | $73.40K | 10,000 | Direct |
| 02 Mar, 2026 | Michael Jr. Occi | Chief Executive Officer | Acquired P | 7,000 | $14.87 | $104.10K | 28,500 | Direct |
| 03 Mar, 2026 | David N Miller | Director | Acquired P | 5,000 | $14.69 | $73.45K | 15,000 | Direct |
| 11 Nov, 2025 | Ashwin Krishnan | Chief Investment Officer | Acquired P | 3,000 | $16.72 | $50.16K | 3,000 | Direct |
| 10 Nov, 2025 | Bruce D Frank | Director | Acquired P | 600 | $16.41 | $9.84K | 4,387 | Indirect |
| 06 Oct, 2025 | Joan Binstock | Director | Acquired P | 9,030 | $16.64 | $150.23K | 50,042 | Indirect |
| 14 Aug, 2025 | Kevin Shannon | Director | Acquired P | 5,000 | $17.70 | $88.50K | 29,079 | Direct |
| 14 Aug, 2025 | Kevin Shannon | Director | Acquired P | 5,000 | $17.70 | $88.50K | 29,079 | Direct |
| 14 Aug, 2025 | Kevin Shannon | Director | Acquired P | 5,000 | $17.70 | $88.50K | 29,079 | Direct |
| 14 Aug, 2025 | David Pessah | Chief Financial Officer | Acquired P | 3,400 | $17.72 | $60.25K | 5,400 | Direct |
| 13 Aug, 2025 | Adam S Metz | Director | Acquired P | 28,248 | $17.67 | $499.12K | 28,248 | Indirect |
| 12 Aug, 2025 | David N Miller | Director | Acquired P | 10,000 | $17.69 | $176.90K | 17,168 | Indirect |
| 12 Aug, 2025 | Jeff M. Day | Co President | Acquired P | 5,650 | $17.70 | $100.01K | 17,818 | Indirect |
| 11 Aug, 2025 | Joan Binstock | Director | Acquired P | 5,659 | $17.69 | $100.08K | 39,251 | Indirect |
| 12 Aug, 2025 | Michael Jr. Occi | Chief Executive Officer | Acquired P | 14,000 | $17.78 | $248.85K | 21,500 | Direct |
| 12 Aug, 2025 | Michael Jr. Occi | Chief Executive Officer | Acquired P | 14,000 | $17.78 | $248.85K | 21,500 | Direct |