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Insider · CIK 0001962507

Michael Occi Jr.

ceoofficerdirector

Files at MSDL (Morgan Stanley Direct Lending Fund). First filing Aug 13, 2025, latest Mar 3, 2026.

In brief

Michael Occi Jr. files SEC Form 4 as CEO and director at MSDL (Morgan Stanley Direct Lending Fund). Since Aug 13, 2025, Michael Occi Jr. has reported 2 open-market buys worth $353k and 0 open-market sells worth $0, the latest filed on Mar 3, 2026.

A track record needs three past buys with six months of prices behind them; Michael Occi Jr. has 0, so none is measured yet.

The newest scored trade: bought $104k of MSDL on Mar 2, 2026, filed Mar 3, 2026, scored 70 (notable). In the last 12 months: 1 buy worth $104k and 0 sells worth $0.

Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
2 / 0
$353k bought, $0 sold

Where the trades landed

Last year at the company this insider has traded most, with each buy and sell on the bar it happened.

MSDL: Morgan Stanley Direct Lending Fund

MSDLOct 12, 2026 · close 13.24

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™

Signals

This insider’s open-market buys and sells, scored.

ScoreCompanyValueHoldingsPrice contextFiled
70Notable
MSDLbuy 4
Morgan Stanley Direct Lending Fund
$104k
7,000 shares
+33%0% from low-21% from high
73Notable
MSDLbuy 7
Morgan Stanley Direct Lending Fund
$249k
14,000 shares
+187%+2% from low-14% from high

Transactions

Every row this insider has filed, 2 in all, newest first.

DateCompanyTransactionSharesPriceValueHoldings afterFiled
Mar 2, 2026MSDL
Morgan Stanley Direct Lending Fund
POpen-market purchase
Common Stock, par value $0.001 per share
+7,000$14.87$104k28,500Mar 3, 2026
Aug 12, 2025MSDL
Morgan Stanley Direct Lending Fund
POpen-market purchase
Common Stock, par value $0.001 per share
+14,000$17.78$249k21,500Aug 13, 2025

Questions about Michael Occi Jr.

Answered from the filings on this page, as of the latest one.

Is Michael Occi Jr. buying or selling?

In the last 12 months Michael Occi Jr. reported 1 open-market buy worth $104k and 0 open-market sells worth $0 on SEC Form 4; the latest was bought $104k of MSDL on Mar 2, 2026. Grants, option exercises and tax withholding are not counted.

How did Michael Occi Jr.'s past buys perform?

Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Michael Occi Jr. has 0.

Where does Michael Occi Jr. file Form 4?

Michael Occi Jr. has filed Form 4 at MSDL (Morgan Stanley Direct Lending Fund) as Chief Executive Officer. A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Michael Occi Jr.: insider trades and track record | InsiderTell