Morgan Stanley Direct Lending Fund
Market Movers (8-K)
NYSE
Morgan Stanley Direct Lending Fund has issued $350 million in 6.100% Notes due 2031, supplementing its existing indenture to establish terms for the new debt.
Capital raise
NYSE
Morgan Stanley Direct Lending Fund will report its second quarter 2026 financial results on August 6, 2026, followed by an investor conference call on August 7, 2026.
NYSE
Morgan Stanley Direct Lending Fund has entered into an underwriting agreement for the issuance and sale of $350 million in 6.100% Notes due 2031.
Capital raise
NYSE
Morgan Stanley Direct Lending Fund announced the results of its 2026 Annual Meeting of Stockholders, with all proposals, including director elections and auditor ratification, receiving the necessary approvals.
NYSE
Jonathan Frohlinger has resigned as the Principal Accounting Officer of Morgan Stanley Direct Lending Fund, effective May 26, 2026.
NYSE
Morgan Stanley Direct Lending Fund has amended its Senior Secured Revolving Credit Agreement, extending the commitment termination and maturity dates.
Quarterly Earnings (10-Q)
NYSE
Morgan Stanley Direct Lending Fund reports a decrease in net investment income and net asset value per share for Q3 2025, alongside an increase in non-accrual investments.
Capital raise
Worse than expected
NYSE
Morgan Stanley Direct Lending Fund reports a decrease in net investment income and net asset value per share for Q2 2025, alongside increased borrowings and a new CLO transaction.
Capital raise
Worse than expected
NYSE
Morgan Stanley Direct Lending Fund's Q1 2025 results show a net increase in net assets resulting from operations of $29.67 million.
Worse than expected
Capital raise
NYSE
Morgan Stanley Direct Lending Fund's third quarter 2024 results show a net increase in net assets resulting from operations of $53.2 million.
Worse than expected
NYSE
Morgan Stanley Direct Lending Fund's second quarter filing details a diverse portfolio of debt and equity investments, with key financial metrics and operational updates.
NYSE
Morgan Stanley Direct Lending Fund's first quarter 2024 results show a net increase in net assets resulting from operations of $51.7 million.
Annual Reports (10-K)
NYSE
Morgan Stanley Direct Lending Fund reports a decrease in net investment income and unrealized depreciation for 2025, alongside strategic portfolio adjustments and new joint venture formation.
Worse than expected
Capital raise
NYSE
Morgan Stanley Direct Lending Fund's 10-K filing for 2024 details its investment strategy, portfolio composition, and financial condition, highlighting its focus on middle-market lending.
NYSE
Morgan Stanley Direct Lending Fund's 10-K filing outlines its capital structure, director responsibilities, and key governance policies as of December 31, 2023.
Insider Trading (Form 4)
NYSE
Morgan Stanley Direct Lending Fund's Co-President, Jeff M. Day, has filed a Form 4 indicating a planned future purchase of 5,000 shares of common stock.
Better than expected
NYSE
Orit Mizrachi, Co-President and COO of Morgan Stanley Direct Lending Fund, purchased 1,000 shares of common stock at $14.49 per share.
NYSE
Morgan Stanley Direct Lending Fund Director David N. Miller acquired 10,000 shares of common stock through open market purchases.
NYSE
Morgan Stanley Direct Lending Fund's CEO, Michael Occi Jr., has disclosed a planned acquisition of 7,000 shares of common stock at $14.8712 per share, effective March 2, 2026, under a Rule 10b5-1 plan.
NYSE
Morgan Stanley Direct Lending Fund's Chief Investment Officer, Ashwin Krishnan, disclosed a planned acquisition of 3,000 shares of common stock at $16.72 per share for November 11, 2025.
Worse than expected
NYSE
A director at Morgan Stanley Direct Lending Fund has filed a Form 4 indicating a future planned purchase of 600 shares of common stock.
Better than expected
Proxy Statements (Def-14A)
NYSE
Morgan Stanley Direct Lending Fund announces its 2026 Annual Meeting of Stockholders to be held virtually on June 1, 2026.
NYSE
Morgan Stanley Direct Lending Fund is holding its annual meeting on June 2, 2025, and shareholders are encouraged to vote on key proposals, including the election of directors and ratification of the independent auditor.
NYSE
Morgan Stanley Direct Lending Fund will hold its 2025 Annual Meeting of Stockholders virtually on June 2, 2025, to elect two directors and ratify the selection of Deloitte & Touche LLP as the independent registered public accounting firm.
NYSE
Morgan Stanley Direct Lending Fund amends its proxy statement to update the voting standard for the Certificate of Incorporation Amendment Proposal in accordance with Delaware law.
Delay expected
NYSE
The Morgan Stanley Direct Lending Fund has adjourned its Special Meeting of Stockholders to March 28, 2025, to continue soliciting votes for the proposals outlined in the proxy materials.
Worse than expected
Delay expected
NYSE
Morgan Stanley Direct Lending Fund is seeking stockholder approval to amend its certificate of incorporation to increase the number of authorized shares from 101,000,000 to 501,000,000 at a virtual special meeting on March 7, 2025.
Capital raise
Schedule 13G - Passive Investments
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have reported a 5.0% beneficial ownership stake in Morgan Stanley Direct Lending Fund.