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EdgarHawk

Pessah David

Chief Financial Officer

Officer
1 filing analyzed · 1 company · Latest 2025-08-15

Companies

Company Buys Sells Direction
Morgan Stanley Direct Lending Fund MSDL 1 0 Net buying

Activity

August 2025
Buy
3,400 shares
$60,254
Significance 7/10

CFO David Pessah bought 3,400 shares of MSDL at $17.72 (total $60,254.12); holding 5,400 post-transaction; 6 other insiders also bought within 14 days

David Pessah, CFO, purchased 3,400 shares at $17.72 on 2025-08-14, increasing his stake to 5,400 shares (a 170.0% increase from 2,000 shares held prior). This transaction occurred as the stock trades 17.9% below its 52-week high of $21.61 and has declined 8.7% over the past 30 days and 10.6% over 90 days. The purchase is notable for two reasons: first, Pessah's cross-ticker track record shows a 100.00% 90-day win rate with his prior MSDL buy on 2024-01-24 generating a +5.3% return, indicating a pattern of timing entry points that subsequently recovered; second, this buy coincides with a cluster buy pattern where 6 other insiders acquired shares within the same 14-day window, suggesting coordinated confidence at current price levels. With a market cap of $1,541,321,463.00 and a P/E of 9.06, the fundamentals show earnings of $36,096,000.00, positioning the fund as relatively valued. The clustering of insider purchases during a period of recent price weakness warrants investor attention as an indicator of insider-level conviction.

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