Morgan Stanley Direct Lending (NYSE: MSDL) extends credit facility dates

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8-K Event Classification

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Key Terms

What did Morgan Stanley Direct Lending Fund (MSDL) change in its credit agreement?

Who are the main parties to MSDL’s amended revolving credit agreement?

How were the commitment termination and maturity dates changed for MSDL?

What is the First Amendment referenced by Morgan Stanley Direct Lending Fund?

Where can investors find the full terms of MSDL’s amended credit facility?

Agreements & Contracts

Filing Impact

(Moderate)

Filing Sentiment

(Neutral)

Form Type

8-K

Morgan Stanley Direct Lending Fund amended its Amended and Restated Senior Secured Revolving Credit Agreement with Truist Bank and other lenders. The amendment extends the commitment termination date from February 23, 2029 to April 23, 2030 and pushes the facility’s maturity from February 25, 2030 to April 23, 2031.

Truist Bank remains administrative agent, with subsidiary guarantors and multiple joint lead arrangers participating under the revised schedule, giving the company a longer-dated revolving credit framework.

3 items: 1.01, 2.03, 9.01

3 items

Item 1.01 Entry into a Material Definitive Agreement Business

The company signed a significant contract such as a merger agreement, credit facility, or major partnership.

Item 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement Financial

The company incurred a new significant debt or off-balance-sheet obligation.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

Commitment termination date (old): February 23, 2029 Commitment termination date (new): April 23, 2030 Maturity date (old): February 25, 2030 +1 more

4 metrics

Commitment termination date (old) February 23, 2029 Prior termination date of revolving credit commitments

Commitment termination date (new) April 23, 2030 Extended termination date under First Amendment

Maturity date (old) February 25, 2030 Original maturity of revolving credit facility

Maturity date (new) April 23, 2031 Extended maturity under First Amendment

Amended and Restated Senior Secured Revolving Credit Agreement, First Amendment, commitment termination date, maturity date, +2 more

6 terms

Amended and Restated Senior Secured Revolving Credit Agreement financial

"which amends that certain Amended and Restated Senior Secured Revolving Credit Agreement, dated as of February 25, 2025"

First Amendment financial

"entered into an amendment ... (the “First Amendment”)"

commitment termination date financial

"extends the commitment termination date from February 23, 2029 to April 23, 2030"

maturity date financial

"extends the maturity date from February 25, 2030 to April 23, 2031"

The maturity date is the specific day when a loan, bond, or investment reaches its full term and the borrower must repay the borrowed amount in full. It is important for investors because it indicates when they will receive their initial money back and can plan their future financial steps accordingly. Think of it as the due date for a loan or the day a gift card or coupon expires.

administrative agent financial

"Truist Bank (“Truist”), as administrative agent"

An administrative agent is a bank or financial firm appointed to handle the day-to-day paperwork and communication for a group of lenders on a loan or credit agreement, acting as the central point for collecting payments, distributing funds, monitoring covenants, and sharing information. For investors, the administrative agent matters because it influences how quickly lenders receive updates, how smoothly repayments and waivers are handled, and how effectively the lending group enforces terms — think of it as a property manager coordinating tasks for multiple owners.

subsidiary guarantors financial

"the subsidiary guarantors party thereto, and the lenders and issuing banks party thereto"

Understanding 8-K Material Events →

04/27/2026 - 04:05 PM

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): April 23, 2026

Morgan Stanley Direct Lending Fund

(Exact name of Registrant as Specified in Its Charter)

Delaware

814-01332

84-2009506

(State or Other Jurisdiction

of Incorporation)

(Commission

File Number)

(IRS Employer

Identification No.)


1585 Broadway
New York, New York		10036
(Address of Principal Executive Offices)		(Zip Code)

Registrant’s Telephone Number, Including Area Code: 212 761-4000

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐	Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐	Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐	Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐	Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading

Symbol(s)

Name of each exchange

on which registered

Common Stock, $0.001 par value per share

MSDL

The New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 1.01.

Entry into a Material Definitive Agreement.

On April 23, 2026, Morgan Stanley Direct Lending Fund (the “Company”) entered into an amendment to that certain Amended and Restated Senior Secured Revolving Credit Agreement (the “First Amendment”) with the Company, as a borrower, Truist Bank (“Truist”), as administrative agent, the subsidiary guarantors party thereto, and the lenders and issuing banks party thereto, which amends that certain Amended and Restated Senior Secured Revolving Credit Agreement, dated as of February 25, 2025. The First Amendment, among other things, (i) extends the commitment termination date from February 23, 2029 to April 23, 2030 and (ii) extends the maturity date from February 25, 2030 to April 23, 2031.

The description above is only a summary of the material provisions of the First Amendment and is qualified in its entirety by reference to the copy of the First Amendment, which is filed as Exhibit 10.1 to this current report on Form 8-K and incorporated by reference herein.

Item 2.03.

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant.

The information set forth in Item 1.01 is incorporated by reference into this Item 2.03.

Item 9.01.

Financial Statements and Exhibits.

(d) Exhibits:


Exhibit Number		Description

10.1*		First Amendment to the Amended and Restated Senior Secured Revolving Credit Agreement, dated as of February 25, 2025, among Morgan Stanley Direct Lending Fund, as Borrower, the Lenders and Issuing Banks party thereto, Truist Bank, as Administrative Agent, and Truist Securities, Inc., as Joint Lead Arranger and Sole Book Runner, and ING Capital LLC, MUFG Bank, Ltd., and Sumitomo Mitsui Banking Corporation, as additional Joint Lead Arrangers

104		Cover Page Interactive Data File (embedded within the Inline XBRL document)

*	Exhibits and/or schedules to this Exhibit have been omitted in accordance with Item 601 of Regulation S-K. The registrant agrees to furnish supplementally a copy of all omitted exhibits and/or schedules to the SEC upon its request.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Source: View Original Filing on SEC EDGAR

Morgan Stanley Direct Lending Fund extended key dates on its senior secured revolving credit agreement. The commitment termination date moved to April 23, 2030 and the maturity date to April 23, 2031, keeping existing parties like Truist Bank involved under updated timelines.

The agreement names Morgan Stanley Direct Lending Fund as borrower, Truist Bank as administrative agent, subsidiary guarantors, and various lenders and issuing banks. Truist Securities, Inc., ING Capital LLC, MUFG Bank, Ltd., and Sumitomo Mitsui Banking Corporation act as joint lead arrangers under the amended structure.

The commitment termination date was extended from February 23, 2029 to April 23, 2030. The maturity date was extended from February 25, 2030 to April 23, 2031, lengthening the timeframe of the senior secured revolving credit facility for Morgan Stanley Direct Lending Fund.

The First Amendment is a modification to MSDL’s Amended and Restated Senior Secured Revolving Credit Agreement dated February 25, 2025. It primarily updates the commitment termination and maturity dates, while keeping the structure with Truist Bank and other lenders otherwise in place.

The full terms are contained in the First Amendment to the Amended and Restated Senior Secured Revolving Credit Agreement, filed as Exhibit 10.1. The 8-K notes that its brief description is qualified in its entirety by reference to that exhibit text.

4 documents

Morgan Stanley Direct Lending Fund

Date: April 27, 2026

/s/ David Pessah

David Pessah

Chief Financial Officer

EX-10.1 EX-10.1 1.0 MB