MSDL Morgan Stanley Direct Lending Fund

BULLISH Impact: 7/10 Insider Cluster (4 insiders)
Horizon weeks Filed Mar 2, 2026 Processed 3mo ago
Insider cluster: 4 insiders, $0.3M total
Final — all horizons settled through T+60d
MSDL ▲ +7.50% at T+60d
LONG call ✓ call won +7.50% · α vs SPY -1.82% · entry $14.26 → $15.33
Last close $15.11 (close Jun 8) · +5.96% from $14.26 entry
Entry anchored
Feb 27, 03:59 PM ET
via Databento tick
T+1d
-1.02%
call -1.02% · α -0.10%
$14.12
settled 3mo ago
T+5d
+0.20%
call +0.20% · α +1.41%
$14.29
settled 3mo ago
T+20d
-4.21%
call -4.21% · α +3.73%
$13.66
settled 3mo ago
T+60d
+7.50%
call +7.50% · α -1.82%
$15.33
settled 15d ago

Price Chart

Loading chart...

Executive Summary

Five insiders at Morgan Stanley Direct Lending Fund (MSDL) collectively purchased $340K worth of shares in open-market transactions over the past week, including the CEO and Co-President. This represents a coordinated, material vote of confidence from senior leadership.

Key Financial Metrics

Direction
buying
Total Value
$339.9K
Insiders
4

Actionable Insight

This level of coordinated buying by C-suite executives suggests strong near-term confidence in MSDL's performance or strategy. Traders should watch for potential positive developments ahead of the next earnings report or portfolio update.

Key Facts

  • CEO Occi Michael Jr. purchased $104,098 worth of shares on March 2
  • Co-President Day Jeff M. bought $74,475 in shares on March 5
  • David N. Miller, a repeat buyer, acquired $146,850 across two transactions
  • All transactions were open-market purchases (P), indicating direct investment
  • Total cluster value: $340K in 7 days, all in open-market buys

Financial Impact

$340,000 in insider buying over 7 days, all at prevailing market prices

insider sentimentshareholder confidence

Risk Factors

  • Insider buying does not guarantee future price appreciation
  • MSDL is a closed-end fund; performance depends on underlying loan portfolio credit quality and interest rate environment

Market Snapshot

Exchange
NYSE

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CONTEXT: Insider Cluster Data (5 trades, 7d window)cluster-MSDL-1772748662025
5 reports for MSDL
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for MSDL — sortable, filterable
Type Now
May 29, 2026
11d ago
8-K
NEUTRAL ★ 2/10
$15.57 $15.15▼ −2.70%▲ +0.05%$15.11 (−2.95%)
Apr 27, 2026
6w ago
8-K
NEUTRAL ★ 4/10
$15.20 $15.75▲ +3.62%▲ +1.93%$15.11 (−0.59%)
Apr 17, 2026
7w ago
DEFA14A
NEUTRAL ★ 2/10
$15.46 $15.06▼ −2.59%▼ −3.50%$15.11 (−2.26%)
Mar 2, 2026
14w ago
Insider Cluster
BULLISH ★ 7/10
$14.26 $14.29▲ +0.20%▲ +1.41%$15.11 (+5.96%)
Mar 2, 2026
14w ago
Insider Cluster
BULLISH ★ 6/10
$14.26 $14.29▲ +0.20%▲ +1.41%$15.11 (+5.96%)
Showing 5 of 5

US Market Status

Market Closed — Opens in 8h 12m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access