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Insider Cluster (4 insiders) ·Filed Mar 2, 2026

MSDL

Morgan Stanley Direct Lending Fund
BULLISH
Impact 7/10
Horizonweeks Processed7mo ago
Insider cluster: 4 insiders, $0.3M total
Actionable Insight ▲ Bullish

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.

DirectionBullish
Confidencehigh
Horizonweeks
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
Entry = T+0 close
Mar 1, 2026
via day close
T+1d
-1.02%
call -1.02% · α -0.10%
$14.12
settled 8mo ago
T+5d
+0.20%
call +0.20% · α +1.41%
$14.29
settled 8mo ago
T+20d
-4.21%
call -4.21% · α +3.73%
$13.66
settled 7mo ago
T+60d
+7.50%
call +7.50% · α -1.82%
$15.33
settled 5mo ago

Price Chart

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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

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
7 reports for MSDL
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for MSDL — sortable, filterable
TypeNow
Oct 5, 2026
22d ago
8-K
NEUTRAL ★ 2/10
$13.48awaiting T+60—$13.64 (+1.19%)
Jul 1, 2026
16w ago
8-K
NEUTRAL ★ 3/10
$15.40 $14.33▼ −6.95%▼ −9.96%$13.64 (−11.43%)
May 29, 2026
21w ago
8-K
NEUTRAL ★ 2/10
$15.57 $15.38▼ −1.22%▼ −2.45%$13.64 (−12.40%)
Apr 27, 2026
26w ago
8-K
NEUTRAL ★ 4/10
$15.20 $15.07▼ −0.86%▼ −4.84%$13.64 (−10.26%)
Apr 17, 2026
27w ago
DEFA14A
NEUTRAL ★ 2/10
$15.46 $15.63▲ +1.10%▼ −5.68%$13.64 (−11.77%)
Mar 2, 2026
34w ago
Insider Cluster
BULLISH ★ 7/10
$14.26 $15.33▲ +7.50%▼ −1.82%$13.64 (−4.35%)
Mar 2, 2026
34w ago
Insider Cluster
BULLISH ★ 6/10
$14.26 $15.33▲ +7.50%▼ −1.82%$13.64 (−4.35%)
Showing 7 of 7

US Market Status

Market Closed — Opens Wed (< 1m)

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Report published Mar 5, 2026