Welcome to our dedicated page for MORGAN STANLEY DIRECT LENDING SEC filings (Ticker: MSDL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Sorting through Morgan Stanley Direct Lending Fund’s 300-page annual report is no small task. Loan-level fair-value tables, leverage tests and private-equity covenants are scattered throughout the document, and material events often surface in 8-K updates without warning. If you’ve ever typed “Morgan Stanley Direct Lending Fund SEC filings explained simply” or searched for “Morgan Stanley Direct Lending Fund 8-K material events explained,” you’re not alone.
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Whether you’re comparing fee structures in the Morgan Stanley Direct Lending Fund proxy statement executive compensation, tracking Morgan Stanley Direct Lending Fund executive stock transactions Form 4, or requesting Morgan Stanley Direct Lending Fund earnings report filing analysis, everything lives here. Key filing types, each paired with an AI summary, are one click away:
- 10-K – full portfolio review, leverage ratios, credit quality
- 10-Q – quarter-over-quarter performance and distribution coverage
- 8-K – credit amendments and unexpected portfolio exits
- Form 4 – Morgan Stanley Direct Lending Fund Form 4 insider transactions real-time
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Morgan Stanley Direct Lending Fund (MSDL) Form 4 shows that Kevin Shannon, a director, purchased 5,000 shares of the issuer's common stock on 08/14/2025 at $17.70 per share. After the reported purchase, Mr. Shannon directly beneficially owns 29,079 shares. The filing also discloses indirect holdings: 5,846.8891 shares held by the Kevin F Shannon Irrevocable Trust and 2,359.271 shares held by the Joanne F Shannon Qualified Personal Residence Trust, plus 2,051.54 shares held in a directed IRA. The filing includes standard disclaimers about trust ownership and is signed by Orit Mizrachi by power of attorney on 08/18/2025.
Morgan Stanley Direct Lending Fund (MSDL) reporting person David Pessah, identified as the fund's Chief Financial Officer, acquired 3,400 shares of the issuer's common stock on 08/14/2025 at a price of $17.7218 per share. After the purchase the reporting person beneficially owned 5,400 shares. The Form 4 was signed by a power of attorney on 08/15/2025.
Morgan Stanley Direct Lending Fund insider transaction: A Form 4 reports that reporting person Adam S. Metz, identified as a director, acquired 28,248 shares of the fund's common stock at a price of $17.6693 per share on 08/13/2025 under transaction code P (purchase). After the reported purchase, the filing shows Mr. Metz (indirectly) beneficially owns 28,248 shares from this transaction and an additional 48,505.553 shares held indirectly by related accounts, per the footnotes.
The filing discloses that Mr. Metz is a partner of the Metz Investments LP account and is settlor and trustee of the Adam Metz 2006 Trust, which holds the reported securities; he disclaims beneficial ownership of the trust-held shares except to the extent of his pecuniary interest.
David N. Miller, a director of Morgan Stanley Direct Lending Fund (MSDL), reported changes in beneficial ownership showing both a purchase and a sale. On 08/12/2025 he acquired 10,000 shares of the fund's common stock at $17.69 per share (transaction code P), increasing the reported indirect holdings to 17,168.239 shares held through the MSSB C/F David Nathan Miller IRA, according to the footnote. The filing also records a disposition of 5,000 shares; the extracted content does not list a date or price for that disposal line. No derivative transactions were reported and the ownership is shown as indirect via an IRA. The report identifies Miller as a director.
Jeff M. Day, Co‑President and reporting officer of Morgan Stanley Direct Lending Fund (MSDL), reported an indirect purchase of 5,650 shares of common stock on 08/12/2025 at approximately $17.70 per share. The transaction increased indirect beneficial ownership to 17,818 shares held by The Day Family Trust, and the Form 4 shows transaction code "P" for a purchase. A footnote states Mr. Day is co‑trustee of The Day Family Trust and disclaims beneficial ownership except to the extent of his pecuniary interest.
This Form 4 was filed by one reporting person and records a routine insider acquisition that modestly increases the officer's indirect stake in MSDL.
Joan A. Binstock, identified as a director of Morgan Stanley Direct Lending Fund (MSDL), is reported to have purchased 5,659 shares of MSDL common stock on 08/11/2025 at a price of $17.685 per share.
After the transaction, the filing shows 39,251 shares reported as beneficially owned indirectly through the Joan A Binstock Revocable Trust. The footnote states Ms. Binstock is the grantor and trustee of that trust and disclaims beneficial ownership except to the extent of her pecuniary interest.
Occi Michael Jr., an officer of Morgan Stanley Direct Lending Fund (MSDL), purchased 14,000 shares of the fund's common stock on 08/12/2025 at $17.7751 per share, increasing his direct beneficial ownership to 21,500 shares.
The Form 4 reports the purchase using transaction code P and shows no derivative securities reported in Table II.