Morgan Stanley Direct Lending Fund — Insider Transactions
Form 4 filings by directors, officers, and 10%+ shareholders
SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.
| Insider | Title | Type | Shares | Price | Value | Owns After | Date |
|---|---|---|---|---|---|---|---|
| Krishnan Ashwin | Chief Investment Officer | Purchase | 3,000 | $16.72 | $50,160 | 3,000 | Nov 11, 2025 |
| FRANK BRUCE D | — | Purchase | 600 | $16.41 | $9,846 | 4,387 | Nov 10, 2025 |
| Binstock Joan | — | Purchase | 9,030 | $16.64 | $150,259 | 50,042 | Oct 6, 2025 |
| Shannon Kevin | — | Purchase | 5,000 | $17.70 | $88,500 | 29,079 | Aug 14, 2025 |
| Pessah David | Chief Financial Officer | Purchase | 3,400 | $17.72 | $60,248 | 5,400 | Aug 14, 2025 |
| Metz Adam S | — | Purchase | 28,248 | $17.67 | $499,142 | 28,248 | Aug 13, 2025 |
| MILLER DAVID N | — | Purchase | 10,000 | $17.69 | $176,900 | 17,168 | Aug 12, 2025 |
| Day Jeff M. | Co-President | Purchase | 5,650 | $17.70 | $100,005 | 17,818 | Aug 12, 2025 |
| Occi Michael Jr. | Chief Executive Officer | Purchase | 14,000 | $17.78 | $248,920 | 21,500 | Aug 12, 2025 |
| Binstock Joan | — | Purchase | 5,659 | $17.69 | $100,108 | 39,251 | Aug 11, 2025 |
| Shannon Kevin | — | Purchase | 2,300 | $19.44 | $44,712 | 2,300 | Jun 6, 2025 |
| FRANK BRUCE D | — | Purchase | 420 | $20.50 | $8,610 | 3,695 | Nov 11, 2024 |
| Pessah David | Chief Financial Officer | Purchase | 2,000 | $20.67 | $41,340 | 2,000 | Jan 24, 2024 |
| Occi Michael Jr. | Chief Administrative Officer | Purchase | 7,500 | $20.67 | $155,025 | 7,500 | Jan 24, 2024 |
| Mizrachi Orit | COO and Interim CFO | Purchase | 657 | $20.62 | $13,540 | 4,867 | Oct 11, 2023 |
| MILLER DAVID N | — | Purchase | 1,642 | $20.62 | $33,849 | 12,168 | Oct 11, 2023 |
| Metz Adam S | — | Purchase | 6,566 | $20.62 | $135,396 | 48,506 | Oct 11, 2023 |
| Shannon Kevin | — | Purchase | 3,283 | $20.62 | $67,698 | 24,080 | Oct 11, 2023 |
| FRANK BRUCE D | — | Purchase | 328 | $20.62 | $6,770 | 2,871 | Oct 11, 2023 |
| Binstock Joan | — | Purchase | 3,283 | $20.62 | $67,698 | 28,622 | Oct 11, 2023 |
| Levin Jeffrey | CEO and President | Purchase | 6,566 | $20.62 | $135,396 | 48,600 | Oct 11, 2023 |
| MS Credit Partners Holdings Inc. | — | Purchase | 1,313,018 | $20.62 | $27,074,438 | 9,727,311 | Oct 11, 2023 |
| MS Credit Partners Holdings Inc. | — | Award / Grant | 562,229 | $19.81 | $11,137,762 | 8,414,293 | Dec 28, 2022 |
| FRANK BRUCE D | — | Purchase | 141 | $19.81 | $2,785 | 2,358 | Dec 28, 2022 |
| Shannon Kevin | — | Award / Grant | 1,406 | $19.81 | $27,849 | 20,797 | Dec 28, 2022 |
| Rathi Venugopal | Chief Finanacial Officer | Award / Grant | 281 | $19.81 | $5,570 | 4,211 | Dec 28, 2022 |
| Metz Adam S | — | Purchase | 2,812 | $19.81 | $55,699 | 41,939 | Dec 28, 2022 |
| Levin Jeffrey | CEO and President | Award / Grant | 2,812 | $19.81 | $55,699 | 42,033 | Dec 28, 2022 |
| Binstock Joan | — | Purchase | 1,406 | $19.81 | $27,849 | 23,497 | Dec 28, 2022 |
| MILLER DAVID N | — | Purchase | 703 | $19.81 | $13,925 | 10,527 | Dec 28, 2022 |
| Mizrachi Orit | Chief Operating Officer | Award / Grant | 281 | $19.81 | $5,570 | 4,211 | Dec 28, 2022 |
| Rathi Venugopal | Chief Finanacial Officer | Purchase | 241 | $20.45 | $4,933 | 3,929 | Jul 28, 2022 |
| FRANK BRUCE D | — | Purchase | 121 | $20.45 | $2,466 | 2,241 | Jul 28, 2022 |
| MS Credit Partners Holdings Inc. | — | Purchase | 482,313 | $20.45 | $9,863,294 | 7,851,320 | Jul 28, 2022 |
| Binstock Joan | — | Purchase | 1,206 | $20.45 | $24,662 | 22,332 | Jul 28, 2022 |
| Metz Adam S | — | Purchase | 2,412 | $20.45 | $49,325 | 39,124 | Jul 28, 2022 |
| Mizrachi Orit | Chief Operating Officer | Purchase | 241 | $20.45 | $4,933 | 3,929 | Jul 28, 2022 |
| MILLER DAVID N | — | Purchase | 603 | $20.45 | $12,331 | 9,823 | Jul 28, 2022 |
| Levin Jeffrey | CEO and President | Purchase | 2,412 | $20.45 | $49,325 | 39,218 | Jul 28, 2022 |
| Shannon Kevin | — | Purchase | 1,206 | $20.45 | $24,662 | 19,389 | Jul 28, 2022 |
| MS Credit Partners Holdings Inc. | — | Purchase | 264,875 | — | — | 7,369,007 | May 16, 2022 |
| Rathi Venugopal | Chief Finanacial Officer | Purchase | 132 | — | — | 3,688 | May 16, 2022 |
| FRANK BRUCE D | — | Purchase | 66 | — | — | 2,000 | May 16, 2022 |
| Mizrachi Orit | Chief Operating Officer | Purchase | 132 | — | — | 3,688 | May 16, 2022 |
| Levin Jeffrey | CEO and President | Purchase | 1,325 | — | — | 36,806 | May 16, 2022 |
| MILLER DAVID N | — | Purchase | 331 | — | — | 9,220 | May 16, 2022 |
| Binstock Joan | — | Purchase | 662 | — | — | 19,920 | May 16, 2022 |
| Metz Adam S | — | Purchase | 1,325 | — | — | 36,712 | May 16, 2022 |
| Shannon Kevin | — | Purchase | 662 | — | — | 18,183 | May 16, 2022 |
| Rathi Venugopal | Chief Finanacial Officer | Other | 0 | — | — | 3,258 | Dec 29, 2021 |