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buyNotable cluster of 7

Michael Occi Jr. bought $249k of MSDL

Chief Executive Officer at Morgan Stanley Direct Lending Fund. 14,000 shares at an average of $17.78, traded Aug 12, 2025, filed Aug 13, 2025.

Conviction score
73
Value
$249k
14,000 shares
Holdings after
21,500
+187% from before
From 52-week low
+2%
low $14.85, close $15.22
From 52-week high
-14%
high $17.61, as of Aug 12, 2025

Score components

  • Role
    CEO
    +25
  • Trade size
    $249k at market
    +13
  • Relative to holdings
    Holdings up 187%
    +10
  • Price context
    2% above the 52-week low
    +10
  • Cluster
    7 insiders buying within 14 days
    +15
  • Repeat buying
    First buy in 90 days
    0
  • Track record
    Too few past buys to judge (0 with prices)
    0

What happened after comparable buys

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

This signal so far: 1m +0.1%, 3m -2.7%, 6m -4.4%.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

MSDLOct 12, 2026 · close 13.24
Since filing Aug 13, 2025: -13.0%SPY +22.3% · excess -35.3%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0000950170-25-107681, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Aug 12, 2025POpen-market purchase
Common Stock, par value $0.001 per share
+14,000$17.78$249k21,500Aug 13, 2025

Related signals

Other insiders at Morgan Stanley Direct Lending Fund and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
63Notable
MSDLbuy 4
Morgan Stanley Direct Lending Fund
Jeff M. Day
Co-President
$74k
5,000 shares
+28%
65Notable
MSDLbuy 4
Morgan Stanley Direct Lending Fund
David N Miller
director
$147k
10,000 shares
+200%
50Moderate
MSDLbuy 4
Morgan Stanley Direct Lending Fund
Orit Mizrachi
See Remarks
$14k
1,000 shares
+21%
70Notable
MSDLbuy 4
Morgan Stanley Direct Lending Fund
Michael Occi Jr.
Chief Executive Officer
$104k
7,000 shares
+33%
52Moderate
MSDLbuy 2
Morgan Stanley Direct Lending Fund
Ashwin Krishnan
Chief Investment Officer
$50k
3,000 shares
-
40Moderate
MSDLbuy 2
Morgan Stanley Direct Lending Fund
Bruce D Frank
director
$9,843
600 shares
+16%
51Moderate
MSDLbuy
Morgan Stanley Direct Lending Fund
Joan Binstock
director
$150k
9,030 shares
+22%
60Notable
MSDLbuy 7
Morgan Stanley Direct Lending Fund
Kevin Shannon
director
$89k
5,000 shares
+21%
64Notable
MSDLbuy 7
Morgan Stanley Direct Lending Fund
David Pessah
Chief Financial Officer
$60k
3,400 shares
+170%
62Notable
MSDLbuy 7
Morgan Stanley Direct Lending Fund
David N Miller
director
$177k
10,000 shares
+140%

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. bought $249k of MSDL | InsiderTell