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MSDL

Morgan Stanley Direct Lending Fund

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4788
SEC CIK
0001782524
Parsed reports
187

Last 12 months

Inside the activity.

7 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202520
Dec 202500
Jan 202600
Feb 202600
Mar 202650
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 05, 2026 Filed Mar 5, 2026 22:09 UTC
Day Jeff M.Co-President
PurchaseCommon Stock, par value $0.001 per share 5,000 $14.90 $74,475.00
Disclosure

SEC source: 0001193125-26-094231 · ownership.xml · nonDerivative · entry 1

Day Jeff M. · CIK 0002080187 · Co-President

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote.

Disclosed balance after: 22,818

F1 · ownership.direct: Mr. Day is the co-trustee of The Day Family Trust, which owns the reported securities. Mr. Day disclaims beneficial ownership of shares of common stock held by The Day Family Trust, except to the extent of his pecuniary interest therein

Read SEC document
March 03, 2026 Filed Mar 3, 2026 21:07 UTC PurchaseCommon Stock, par value $0.001 per share 5,000 $14.69 $73,450.00
Disclosure

SEC source: 0001193125-26-088178 · ownership.xml · nonDerivative · entry 2

MILLER DAVID N · CIK 0001563557 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,000

Read SEC document
March 03, 2026 Filed Mar 3, 2026 16:10 UTC
Mizrachi OritSee Remarks
PurchaseCommon Stock, par value $0.001 per share 1,000 $14.49 $14,490.00
Disclosure

SEC source: 0001193125-26-088198 · ownership.xml · nonDerivative · entry 1

Mizrachi Orit · CIK 0001608532 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,867

Read SEC document
March 02, 2026 Filed Mar 3, 2026 21:07 UTC PurchaseCommon Stock, par value $0.001 per share 5,000 $14.68 $73,400.00
Disclosure

SEC source: 0001193125-26-088178 · ownership.xml · nonDerivative · entry 1

MILLER DAVID N · CIK 0001563557 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,000

Read SEC document
March 02, 2026 Filed Mar 3, 2026 13:08 UTC
Occi Michael Jr.Director · Chief Executive Officer
PurchaseCommon Stock, par value $0.001 per share 7,000 $14.87 $104,098.40
Disclosure

SEC source: 0001193125-26-086754 · ownership.xml · nonDerivative · entry 1

Occi Michael Jr. · CIK 0001962507 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,500

Read SEC document
November 11, 2025 Filed Dec 16, 2025 21:30 UTC
Krishnan AshwinChief Investment Officer
PurchaseCommon Stock, par value $0.001 per share 3,000 $16.72 $50,160.00
Disclosure

SEC source: 0001193125-25-320951 · ownership.xml · nonDerivative · entry 1

Krishnan Ashwin · CIK 0002080173 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,000

Read SEC document
November 10, 2025 Filed Nov 12, 2025 17:17 UTC PurchaseCommon Stock, par value $0.001 per share 600 $16.41 $9,843.00
Disclosure

SEC source: 0001193125-25-277991 · ownership.xml · nonDerivative · entry 1

FRANK BRUCE D · CIK 0001613504 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Individual Retirement Account

Disclosed balance after: 4,387

Read SEC document
October 06, 2025 Filed Oct 8, 2025 18:34 UTC PurchaseCommon Stock, par value $0.001 per share 9,030 $16.64 $150,229.40
Disclosure

SEC source: 0001193125-25-234375 · ownership.xml · nonDerivative · entry 1

Binstock Joan · CIK 0001793064 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote.

Disclosed balance after: 50,042

F1 · ownership.direct: Ms. Binstock is the grantor and trustee of the Joan A Binstock Revocable Trust, which owns the reported securities. Ms. Binstock disclaims beneficial ownership of shares of common stock held by the Joan A Binstock Revocable Trust, except to the extent of her pecuniary interest therein.

Read SEC document
August 14, 2025 Filed Aug 15, 2025 15:28 UTC
Pessah DavidChief Financial Officer
PurchaseCommon Stock, par value $0.001 per share 3,400 $17.72 $60,254.12
Disclosure

SEC source: 0000950170-25-109372 · ownership.xml · nonDerivative · entry 1

Pessah David · CIK 0001806913 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,400

Read SEC document
August 14, 2025 Filed Aug 18, 2025 14:38 UTC PurchaseCommon Stock, par value $0.001 per share 5,000 $17.70 $88,500.00
Disclosure

SEC source: 0000950170-25-109636 · ownership.xml · nonDerivative · entry 1

Shannon Kevin · CIK 0001793065 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,079

Read SEC document
August 13, 2025 Filed Aug 14, 2025 17:06 UTC
Metz Adam SDirector
PurchaseCommon Stock, par value $0.001 per share 28,248 $17.67 $499,122.39
Disclosure

SEC source: 0000950170-25-109047 · ownership.xml · nonDerivative · entry 1

Metz Adam S · CIK 0001344063 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote.

Disclosed balance after: 28,248

F1 · ownership.direct: Mr. Metz is a partner of the Metz Investments LP account

Read SEC document
August 12, 2025 Filed Aug 13, 2025 20:15 UTC
Day Jeff M.Co-President
PurchaseCommon Stock, par value $0.001 per share 5,650 $17.70 $100,005.00
Disclosure

SEC source: 0000950170-25-108053 · ownership.xml · nonDerivative · entry 1

Day Jeff M. · CIK 0002080187 · Co-President

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote.

Disclosed balance after: 17,818

F1 · ownership.direct: Mr. Day is the co-trustee of The Day Family Trust, which owns the reported securities. Mr. Day disclaims beneficial ownership of shares of common stock held by The Day Family Trust, except to the extent of his pecuniary interest therein

Read SEC document
August 12, 2025 Filed Aug 13, 2025 14:45 UTC
Occi Michael Jr.Chief Executive Officer
PurchaseCommon Stock, par value $0.001 per share 14,000 $17.78 $248,851.40
Disclosure

SEC source: 0000950170-25-107681 · ownership.xml · nonDerivative · entry 1

Occi Michael Jr. · CIK 0001962507 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,500

Read SEC document
August 12, 2025 Filed Aug 14, 2025 16:52 UTC PurchaseCommon Stock, par value $0.001 per share 10,000 $17.69 $176,900.00
Disclosure

SEC source: 0000950170-25-108650 · ownership.xml · nonDerivative · entry 1

MILLER DAVID N · CIK 0001563557 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote.

Disclosed balance after: 17,168.239

F1 · ownership.nature: Mr. Miller is the owner of the MSSB C/F David Nathan Miller IRA, which owns the reported securities

Read SEC document
August 11, 2025 Filed Aug 13, 2025 15:26 UTC PurchaseCommon Stock, par value $0.001 per share 5,659 $17.69 $100,079.42
Disclosure

SEC source: 0000950170-25-107700 · ownership.xml · nonDerivative · entry 1

Binstock Joan · CIK 0001793064 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote.

Disclosed balance after: 39,251

F1 · ownership.direct: Ms. Binstock is the grantor and trustee of the Joan A Binstock Revocable Trust, which owns the reported securities. Ms. Binstock disclaims beneficial ownership of shares of common stock held by the Joan A Binstock Revocable Trust, except to the extent of her pecuniary interest therein.

Read SEC document
June 06, 2025 Filed Jun 10, 2025 19:26 UTC PurchaseCommon Stock, par value $0.001 per share 2,000 $19.43 $38,860.00
Disclosure

SEC source: 0000950170-25-084571 · ownership.xml · nonDerivative · entry 3

Shannon Kevin · CIK 0001793065 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Held by Kevin Shannon Directed IRA

Disclosed balance after: 2,000

Read SEC document
June 06, 2025 Filed Jun 10, 2025 19:26 UTC PurchaseCommon Stock, par value $0.001 per share 2,300 $19.44 $44,711.31
Disclosure

SEC source: 0000950170-25-084571 · ownership.xml · nonDerivative · entry 2

Shannon Kevin · CIK 0001793065 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Held by Joanne F Shannon Qualified Personal Residence Trust

Disclosed balance after: 2,300

F2 · ownership.direct: Mr. Shannon disclaims beneficial ownership of the shares of common stock held by the Joanne F Shannon Qualified Personal Residence Trust, except to the extent of his pecuniary interest therein.

Read SEC document
June 06, 2025 Filed Jun 10, 2025 19:26 UTC PurchaseCommon Stock, par value $0.001 per share 5,700 $19.43 $110,722.50
Disclosure

SEC source: 0000950170-25-084571 · ownership.xml · nonDerivative · entry 1

Shannon Kevin · CIK 0001793065 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Held by the Kevin F Shannon Irrevocable Trust

Disclosed balance after: 5,700

F1 · ownership.direct: Mr. Shannon disclaims beneficial ownership of the shares of common stock held by the Kevin F Shannon Irrevocable Trust, except to the extent of his pecuniary interest therein.

Read SEC document
November 11, 2024 Filed Nov 12, 2024 17:57 UTC PurchaseCommon Stock, par value $0.001 per share 420 $20.50 $8,608.07
Disclosure

SEC source: 0000950170-24-125735 · ownership.xml · nonDerivative · entry 1

FRANK BRUCE D · CIK 0001613504 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 3,695

F1 · ownership.direct: Mr. Frank is the owner of the Bruce Frank IRA FBO Bruce Frank, which owns the reported securities.

Read SEC document
January 24, 2024 Filed Jan 24, 2024 17:01 UTC
Pessah DavidChief Financial Officer
PurchaseCommon Stock, par value $0.001 per share 2,000 $20.67 $41,340.00
Disclosure

SEC source: 0001104659-24-006290 · tm244065-2_4seq1.xml · nonDerivative · entry 1

Pessah David · CIK 0001806913 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,000

Read SEC document
January 24, 2024 Filed Jan 24, 2024 22:00 UTC
Occi Michael Jr.Chief Administrative Officer
PurchaseCommon Stock, par value $0.001 per share 7,500 $20.67 $155,025.00
Disclosure

SEC source: 0001104659-24-006289 · tm244065-1_4seq1.xml · nonDerivative · entry 1

Occi Michael Jr. · CIK 0001962507 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,500

Read SEC document
October 11, 2023 Filed Oct 11, 2023 20:57 UTC PurchaseCommon Stock, par value $0.001 per share 3,283.119 $20.62 $67,697.91
Disclosure

SEC source: 0001782524-23-000045 · wk-form4_1697072240.xml · nonDerivative · entry 1

Shannon Kevin · CIK 0001793065 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,079.932

Read SEC document
October 11, 2023 Filed Oct 11, 2023 20:53 UTC
Levin JeffreyDirector · CEO and President
PurchaseCommon Stock, par value $0.001 per share 6,566.24 $20.62 $135,395.87
Disclosure

SEC source: 0001782524-23-000041 · wk-form4_1697071999.xml · nonDerivative · entry 1

Levin Jeffrey · CIK 0001673026 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,599.637

Read SEC document
October 11, 2023 Filed Oct 11, 2023 20:58 UTC
Metz Adam SDirector
PurchaseCommon Stock, par value $0.001 per share 6,566.239 $20.62 $135,395.85
Disclosure

SEC source: 0001782524-23-000046 · wk-form4_1697072311.xml · nonDerivative · entry 1

Metz Adam S · CIK 0001344063 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 48,505.553

F1 · ownership.direct: Mr. Metz is the settlor and trustee of the Adam Metz 2006 Trust, which owns the reported securities. Mr. Metz disclaims beneficial ownership of shares of common stock held by the Adam Metz 2006 Trust, except to the extent of his pecuniary interest therein.

Read SEC document
October 11, 2023 Filed Oct 12, 2023 01:00 UTC PurchaseCommon Stock, par value $0.001 per share 1,641.56 $20.62 $33,848.97
Disclosure

SEC source: 0001782524-23-000048 · wk-form4_1697072415.xml · nonDerivative · entry 1

MILLER DAVID N · CIK 0001563557 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 12,168.239

F1 · ownership.direct: Mr. Miller is the owner of the MSSB C/F David Nathan Miller IRA, which owns the reported securities.

Read SEC document
October 11, 2023 Filed Oct 11, 2023 20:56 UTC PurchaseCommon Stock, par value $0.001 per share 328.312 $20.62 $6,769.79
Disclosure

SEC source: 0001782524-23-000044 · wk-form4_1697072163.xml · nonDerivative · entry 1

FRANK BRUCE D · CIK 0001613504 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 2,871.443

F1 · ownership.direct: Mr. Frank is the owner of the Bruce Frank IRA FBO Bruce Frank, which owns the reported securities.

Read SEC document
October 11, 2023 Filed Oct 11, 2023 21:04 UTC
Mizrachi OritCOO and Interim CFO
PurchaseCommon Stock, par value $0.001 per share 656.624 $20.62 $13,539.59
Disclosure

SEC source: 0001782524-23-000049 · wk-form4_1697072660.xml · nonDerivative · entry 1

Mizrachi Orit · CIK 0001608532 · COO and Interim CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,867.297

Read SEC document
October 11, 2023 Filed Oct 12, 2023 00:54 UTC PurchaseCommon Stock, par value $0.001 per share 3,283.119 $20.62 $67,697.91
Disclosure

SEC source: 0001782524-23-000043 · wk-form4_1697072089.xml · nonDerivative · entry 1

Binstock Joan · CIK 0001793064 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 28,621.986

F1 · ownership.nature: Ms. Binstock is the grantor and trustee of the Joan A Binstock Revocable Trust, which owns the reported securities. Ms. Binstock disclaims beneficial ownership of shares of common stock held by the Joan A Binstock Revocable Trust, except to the extent of her pecuniary interest therein.

Read SEC document
October 11, 2023 Filed Oct 12, 2023 00:52 UTC PurchaseCommon Stock, par value $0.001 per share 1,313,018.327 $20.62 $27,074,437.90
Disclosure

SEC source: 0001782524-23-000040 · wk-form4_1697071928.xml · nonDerivative · entry 1

MS Credit Partners Holdings Inc. · CIK 0001790614 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,727,311.271

Read SEC document
December 28, 2022 Filed Dec 29, 2022 16:21 UTC GrantCommon Stock, par value $0.001 per share 1,405.8218 $19.81 $27,849.33
Disclosure

SEC source: 0001782524-22-000132 · wf-form4_167234886069986.xml · nonDerivative · entry 1

Shannon Kevin · CIK 0001793065 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,796.81

Read SEC document
December 28, 2022 Filed Dec 29, 2022 16:19 UTC
Levin JeffreyDirector · CEO and President
GrantCommon Stock, par value $0.001 per share 2,811.641 $19.81 $55,698.61
Disclosure

SEC source: 0001782524-22-000129 · wf-form4_167234874297238.xml · nonDerivative · entry 1

Levin Jeffrey · CIK 0001673026 · Director · CEO and President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,033.4

Read SEC document
December 28, 2022 Filed Dec 29, 2022 16:19 UTC
Metz Adam SDirector
PurchaseCommon Stock, par value $0.001 per share 2,811.6426 $19.81 $55,698.64
Disclosure

SEC source: 0001782524-22-000130 · wf-form4_167234877910988.xml · nonDerivative · entry 1

Metz Adam S · CIK 0001344063 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,939.31

Read SEC document
December 28, 2022 Filed Dec 29, 2022 21:17 UTC PurchaseCommon Stock, par value $0.001 per share 702.9101 $19.81 $13,924.65
Disclosure

SEC source: 0001782524-22-000127 · wf-form4_167234865344187.xml · nonDerivative · entry 1

MILLER DAVID N · CIK 0001563557 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,526.68

Read SEC document
December 28, 2022 Filed Dec 29, 2022 16:17 UTC
Mizrachi OritChief Operating Officer
GrantCommon Stock, par value $0.001 per share 281.1646 $19.81 $5,569.87
Disclosure

SEC source: 0001782524-22-000126 · wf-form4_167234862977111.xml · nonDerivative · entry 1

Mizrachi Orit · CIK 0001608532 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,210.67

Read SEC document
December 28, 2022 Filed Dec 29, 2022 16:22 UTC PurchaseCommon Stock, par value $0.001 per share 140.5825 $19.81 $2,784.94
Disclosure

SEC source: 0001782524-22-000133 · wf-form4_167234891108927.xml · nonDerivative · entry 1

FRANK BRUCE D · CIK 0001613504 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,358.24

Read SEC document
December 28, 2022 Filed Dec 29, 2022 16:20 UTC
Rathi VenugopalChief Finanacial Officer
GrantCommon Stock, par value $0.001 per share 281.1646 $19.81 $5,569.87
Disclosure

SEC source: 0001782524-22-000131 · wf-form4_167234881776122.xml · nonDerivative · entry 1

Rathi Venugopal · CIK 0001637836 · Chief Finanacial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,210.67

Read SEC document
December 28, 2022 Filed Dec 29, 2022 21:23 UTC GrantCommon Stock, par value $0.001 per share 562,229.2574 $19.81 $11,137,761.59
Disclosure

SEC source: 0001782524-22-000134 · wf-form4_167234896432783.xml · nonDerivative · entry 1

MS Credit Partners Holdings Inc. · CIK 0001790614 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,414,292.94

Read SEC document
December 28, 2022 Filed Dec 29, 2022 21:18 UTC PurchaseCommon Stock, par value $0.001 per share 1,405.8213 $19.81 $27,849.32
Disclosure

SEC source: 0001782524-22-000128 · wf-form4_167234870340489.xml · nonDerivative · entry 1

Binstock Joan · CIK 0001793064 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,496.81

Read SEC document
July 28, 2022 Filed Aug 1, 2022 16:23 UTC PurchaseCommon Stock, par value $0.001 per share 1,205.99 $20.45 $24,662.50
Disclosure

SEC source: 0001782524-22-000076 · wf-form4_165938539635233.xml · nonDerivative · entry 1

Shannon Kevin · CIK 0001793065 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,389.154

Read SEC document
July 28, 2022 Filed Aug 1, 2022 16:24 UTC
Levin JeffreyDirector · CEO and President
PurchaseCommon Stock, par value $0.001 per share 2,411.98 $20.45 $49,324.99
Disclosure

SEC source: 0001782524-22-000078 · wf-form4_165938546597253.xml · nonDerivative · entry 1

Levin Jeffrey · CIK 0001673026 · Director · CEO and President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,218.038

Read SEC document
July 28, 2022 Filed Aug 1, 2022 16:29 UTC
Metz Adam SDirector
PurchaseCommon Stock, par value $0.001 per share 2,411.98 $20.45 $49,324.99
Disclosure

SEC source: 0001782524-22-000084 · wf-form4_165938575330892.xml · nonDerivative · entry 1

Metz Adam S · CIK 0001344063 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 39,123.964

F1 · ownership.nature: Mr. Metz is the settlor and trustee of the Adam Metz 2006 Trust, which owns the reported securities. Mr. Metz disclaims beneficial ownership of shares of common stock held by the Adam Metz 2006 Trust, except to the extent of his pecuniary interest therein.

Read SEC document
July 28, 2022 Filed Aug 1, 2022 16:38 UTC
Rathi VenugopalChief Finanacial Officer
PurchaseCommon Stock, par value $0.001 per share 241.2 $20.45 $4,932.54
Disclosure

SEC source: 0001782524-22-000092 · wf-form4_165938629201655.xml · nonDerivative · entry 1

Rathi Venugopal · CIK 0001637836 · Chief Finanacial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,929.136

Read SEC document
July 28, 2022 Filed Aug 1, 2022 20:25 UTC PurchaseCommon Stock, par value $0.001 per share 603 $20.45 $12,331.35
Disclosure

SEC source: 0001782524-22-000080 · wf-form4_165938553517013.xml · nonDerivative · entry 1

MILLER DAVID N · CIK 0001563557 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 9,822.837

F1 · ownership.nature: Mr. Miller is the owner of the MSSB C/F David Nathan Miller IRA, which owns the reported securities.

Read SEC document
July 28, 2022 Filed Aug 1, 2022 16:28 UTC
Mizrachi OritChief Operating Officer
PurchaseCommon Stock, par value $0.001 per share 241.2 $20.45 $4,932.54
Disclosure

SEC source: 0001782524-22-000082 · wf-form4_165938566817735.xml · nonDerivative · entry 1

Mizrachi Orit · CIK 0001608532 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,929.136

Read SEC document
July 28, 2022 Filed Aug 1, 2022 16:37 UTC PurchaseCommon Stock, par value $0.001 per share 120.6 $20.45 $2,466.27
Disclosure

SEC source: 0001782524-22-000090 · wf-form4_165938621242759.xml · nonDerivative · entry 1

FRANK BRUCE D · CIK 0001613504 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 2,241.409

F1 · ownership.nature: Mr. Frank is the owner of MSSB C/F Bruce Frank IRA, which owns the reported securities.

Read SEC document
July 28, 2022 Filed Aug 1, 2022 20:34 UTC PurchaseCommon Stock, par value $0.001 per share 482,312.68 $20.45 $9,863,294.31
Disclosure

SEC source: 0001782524-22-000088 · wf-form4_165938606504569.xml · nonDerivative · entry 1

MS Credit Partners Holdings Inc. · CIK 0001790614 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,851,319.844

Read SEC document
July 28, 2022 Filed Aug 1, 2022 20:32 UTC PurchaseCommon Stock, par value $0.001 per share 1,205.99 $20.45 $24,662.50
Disclosure

SEC source: 0001782524-22-000086 · wf-form4_165938593202629.xml · nonDerivative · entry 1

Binstock Joan · CIK 0001793064 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 22,332.353

F1 · ownership.nature: Ms. Binstock is the grantor and trustee of the Joan A Binstock Revocable Trust, which owns the reported securities. Ms. Binstock disclaims beneficial ownership of shares of common stock held by the Joan A Binstock Revocable Trust, except to the extent of her pecuniary interest therein.

Read SEC document
May 16, 2022 Filed May 18, 2022 16:42 UTC PurchaseCommon Stock, par value $0.001 per share 662.304 $0.00 $0.00
Disclosure

SEC source: 0001782524-22-000052 · wf-form4_165290646066273.xml · nonDerivative · entry 1

Shannon Kevin · CIK 0001793065 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,183.162

Read SEC document
May 16, 2022 Filed May 18, 2022 17:02 UTC
Levin JeffreyDirector · CEO and President
PurchaseCommon Stock, par value $0.001 per share 1,324.607 $0.00 $0.00
Disclosure

SEC source: 0001782524-22-000061 · wf-form4_165290752221188.xml · nonDerivative · entry 1

Levin Jeffrey · CIK 0001673026 · Director · CEO and President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,806.057

Read SEC document
May 16, 2022 Filed May 18, 2022 16:51 UTC
Metz Adam SDirector
PurchaseCommon Stock, par value $0.001 per share 1,324.605 $0.00 $0.00
Disclosure

SEC source: 0001782524-22-000055 · wf-form4_165290684072590.xml · nonDerivative · entry 1

Metz Adam S · CIK 0001344063 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 36,711.98

F1 · ownership.nature: Mr. Metz is the settlor and trustee of the Adam Metz 2006 Trust, which owns the reported securities. Mr. Metz disclaims beneficial ownership of shares of common stock held by the Adam Metz 2006 Trust, except to the extent of his pecuniary interest therein.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.