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EdgarHawk

Occi Michael Jr.

Chief Executive Officer

Director Officer
2 filings analyzed · 1 company · Latest 2026-03-03

Companies

Company Buys Sells Direction
Morgan Stanley Direct Lending Fund MSDL 2 0 Net buying

Activity

March 2026
Buy
7,000 shares
$104,098
Significance 5/10

Morgan Stanley CEO Occi Michael Jr. buys 7,000 MSDL shares at $14.87; now holds 28,500 shares post-purchase, +32.6%

Occi Michael Jr. purchased 7,000 shares of Morgan Stanley Direct Lending Fund at $14.87 on 2026-03-02, increasing his holdings by 32.6% to 28,500 shares. The stock has declined 30.1% from its 52-week high of $20.87 and is down 10.0% over the past 30 days and 16.2% over 90 days, with the current price at $14.58 near the low end of its range. His prior trades at MSDL show mixed timing: a buy on 2025-08-12 returned +0.5% in 30 days but -7.4% in 90 days; an earlier buy on 2024-01-24 returned -2.3% in 30 days but +5.3% in 90 days. A cluster pattern is present—2 other insiders also bought within the past 14 days—suggesting broader insider activity at depressed valuations. With the P/E at 24.30 and net income at $27,601,000.00, the transaction occurs during a period of material price weakness, though his track record across tickers shows a 50% win rate with modest average returns.

August 2025
Buy
14,000 shares
$248,851
Significance 6/10

CEO Michael Occi buys 14,000 shares of MSDL at $17.78; holds 21,500 post-trade; 4 other insiders bought within 14 days

CEO Occi Michael Jr. purchased 14,000 shares at $17.78, increasing his stake by 186.7% to 21,500 shares post-transaction. The purchase price aligns closely with the current price of $17.75, indicating a recent execution. Notably, 4 other insiders also bought MSDL within the past 14 days, forming a cluster buy pattern that suggests coordinated confidence at current valuations. His cross-ticker track record shows a 100% win rate at the 90-day mark across all purchases, and his prior MSDL purchase on 2024-01-24 achieved a +5.3% 90-day return; however, the stock is now -17.9% from its 52-week high and down 8.9% over 30 days, meaning the current entry differs materially from prior favorable market conditions.

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