As of July 26, 2026, Morgan Stanley Direct Lending Fund's top three insider holders are Credit Partners Holdings Inc. Ms (TenPercentOwner, 9.73Mn shares), Joan Binstock (Director, 50.04K shares), Jeffrey Levin (Ceo And President, 48.60K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Adam S Metz | - | 0 | 48,506 | 11 Oct, 2023 |
| David N Miller | - | 0 | 17,168 | 14 Aug, 2025 |
| Orit Mizrachi | Coo And Interim Cfo | 5,867 | 0 | 03 Mar, 2026 |
| Bruce D Frank | - | 0 | 4,387 | 12 Nov, 2025 |
| Venugopal Rathi | Chief Finanacial Officer | 4,211 | 0 | 29 Dec, 2022 |
| Jeffrey Levin | Ceo And President | 48,600 | 0 | 11 Oct, 2023 |
| Credit Partners Holdings Inc. Ms | - | 9,727,311 | 0 | 11 Oct, 2023 |
| Joan Binstock | - | 0 | 50,042 | 08 Oct, 2025 |
| Kevin Shannon | - | 29,079 | 0 | 18 Aug, 2025 |
| David Pessah | Chief Financial Officer | 5,400 | 0 | 15 Aug, 2025 |
| Michael Jr. Occi | Chief Executive Officer | 28,500 | 0 | 03 Mar, 2026 |
| Ashwin Krishnan | Chief Investment Officer | 3,000 | 0 | 16 Dec, 2025 |
| Jeff M. Day | Co President | 0 | 22,818 | 05 Mar, 2026 |
* 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.
| 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 |
| 03 Mar, 2026 | Orit Mizrachi | Common Stock, par value $0.001 per share | A | 1,000 | $14.49 | 5,867 | 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 |
| 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 | Michael Jr. Occi | Common Stock, par value $0.001 per share | A | 7,000 | $14.87 | 28,500 | D | P |
| 02 Mar, 2026 | Michael Jr. Occi | Common Stock, par value $0.001 per share | A | 7,000 | $14.87 | 28,500 | 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 | Kevin Shannon | Common Stock, par value $0.001 per share | A | 5,000 | $17.70 | 29,079 | D | 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 |
| 13 Aug, 2025 | Adam S Metz | Common Stock, par value $0.001 per share | A | 28,248 | $17.67 | 28,248 | I | 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 |
| 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 | Michael Jr. Occi | Common Stock, par value $0.001 per share | A | 14,000 | $17.78 | 21,500 | D | P |