WAVEMAN · COMPANY

MSDL · Morgan Stanley Direct Lending Fund

LIVE

TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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MSDL

Name: Morgan Stanley Direct Lending Fund (MSDL) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

Morgan Stanley Direct Lending Fund

FUNDS & TRUSTS · REGISTERED INVESTMENT COMPANY · CIK 0001782524

SEC FILINGS☆ WATCH

INSIDER NET · 180D

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

13F, latest reported quarter

REVENUE GROWTH

XBRL, annual

NET MARGIN

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

no Form 4 purchases or sales on file

CONGRESS

no member of Congress has reported trading it

FUNDS

76 funds added or opened last quarter

more than 77% of Funds & Trusts

REVENUE

no revenue reported in any filing

MARGIN

no margin: this company reports no revenue to divide by

BUYBACKS

$27.2M repurchased, FY to 2026-06-30

more than 71% of Funds & Trusts

SHORT

4.5% of shares outstanding short · 7.7 days to cover · settled 2026-07-31

more than 81% of Funds & Trusts

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

76 funds added or opened positions in the latest 13F quarter, of 141 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -4.7%

-4.7%12M

INSIDER BUY

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows 76 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

RCG ECAT BCAT ASA NMFC RWAY MEGI GF PFX TPVG EMO CPZ

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

No insider purchases or sales are on record for Morgan Stanley Direct Lending Fund in the period covered. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

Day Jeff M.

Co-President

BUY

2026-03-05

5,000.0

$74.5K

Mizrachi Orit

See Remarks

BUY

2026-03-03

1,000.0

$14.5K

MILLER DAVID N

Director

BUY

2026-03-03

5,000.0

$73.5K

MILLER DAVID N

Director

BUY

2026-03-02

5,000.0

$73.4K

Occi Michael Jr.

Chief Executive Officer

BUY

2026-03-02

7,000.0

$104.1K

21 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 16 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

MORGAN STANLEY

15,723,274.0 sh

$237.7M

UBS Group AG

2,581,090.0 sh

$39.0M

VAN ECK ASSOCIATES CORP

2,014,119.0 sh

$30.5M

Generali Asset Management SPA SGR

1,829,964.0 sh

$27.7M

Lunate Capital Ltd

1,103,814.0 sh

$16.7M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

FT Confluence BDC & Specialty Finance Income ETF

$702.3K POSITION · AS OF 2026-02-28

2.1%

GraniteShares HIPS U.S. High Income ETF

$2.0M POSITION · AS OF 2026-03-31

2.1%

Virtus Private Credit Strategy ETF

$372.5K POSITION · AS OF 2026-04-30

1.1%

Putnam BDC Income ETF

$3.0M POSITION · AS OF 2026-04-30

1.1%

VanEck BDC Income ETF

$14.4M POSITION · AS OF 2026-03-31

1.0%

RiverNorth Active Income ETF

$362.8K POSITION · AS OF 2026-03-31

1.0%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
NET INCOME	$122.1M	$215.6M	$231.0M	$48.5M
EPS (DILUTED)	1.40	2.43	3.11	0.79
OPERATING CASH FLOW	$150.9M	$-382.5M	$-83.8M	$-429.8M
CASH	$81.4M	$63.4M	$69.7M	$81.2M
LONG-TERM DEBT	$2.1B	$2.0B	$1.5B	$1.5B
BUYBACKS	$42.0M	$18.1M	$0	$0
DIVIDENDS PAID	$184.0M	$169.1M	$110.5M	$85.7M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE