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Morgan Stanley Direct Lending Fund (MSDL) SEC Filings, Jul-Aug 2025

MSDL NYSE

Welcome to our dedicated page for Morgan Stanley Direct Lending Fund 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.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Morgan Stanley Direct Lending Fund's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Morgan Stanley Direct Lending Fund's regulatory disclosures and financial reporting.

Rhea-AI Summary

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.

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Rhea-AI Summary

Krishnan Ashwin, listed at C/O Morgan Stanley in New York, filed an Initial Statement of Beneficial Ownership (Form 3) related to Morgan Stanley Direct Lending Fund (MSDL) for the event dated 07/24/2025. He is reported as an officer (Chief Investment Officer) and director. The filing states no securities are beneficially owned as of the reporting date. The form was signed by power of attorney by Orit Mizrachi on 08/12/2025.

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Rhea-AI Summary

On 6 Aug 2025 Morgan Stanley Direct Lending Fund (NYSE: MSDL) filed an 8-K announcing that its wholly-owned subsidiary, North Haven Private Credit CLO 1 LLC, has priced a $401.2 million collateralised loan obligation scheduled to close on or about 17 Sep 2025.

The capital stack comprises:

  • $182 m Class A-1 senior secured notes & loans at 3-m SOFR + 1.54%
  • $16 m Class A-2 senior secured notes at SOFR + 1.70%
  • $24 m Class B senior secured notes at SOFR + 1.90%
  • $32 m Class C deferrable notes at SOFR + 2.40%
  • $24 m Class D deferrable notes at SOFR + 3.55%
MSDL will retain the entire $73.2 m subordinated (equity) tranche and serve as collateral servicer.

The deal provides term, floating-rate funding that will be consolidated onto MSDL’s balance sheet and counted in its Investment Company Act asset-coverage test. Management characterises the transaction as secured financing; no offer to sell the notes is being made in the filing.

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FAQ

How many Morgan Stanley Direct Lending Fund (MSDL) SEC filings are available on StockTitan?

StockTitan tracks 47 SEC filings for Morgan Stanley Direct Lending Fund (MSDL), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Morgan Stanley Direct Lending Fund (MSDL)?

The most recent SEC filing for Morgan Stanley Direct Lending Fund (MSDL) was filed on August 13, 2025.