David N. Miller is Director at Morgan Stanley Direct Lending Fund (NONE). They have made 22 open-market trades across 3 companies since 2012, most recently 2026-03-03.
CIK 0001563557
22 open-market purchases totalling $1.2M since 2012, never a sale. Across 7 scored buys the stock is down 0.5% at ninety days, and 3.1 points behind the S&P over the same stretch.
7 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| SBY | 79,277 | $1.7M |
| MSDL | 15,000 | $196K |
| PrivateUnlisted | 12,168 | — |
| Total | $1.9M |
Shares reported on the most recent Form 4, priced at the 2026-03-03 close. 1 holding could not be priced and is excluded from the total.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 0% | 0% | 14% |
| Avg Move | -5.7% | -1.3% | -0.5% |
| Alpha | -1.1% | -1.2% | -3.1% |
| Scored | 7 | 7 | 7 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| MSDL | BUY | 2026-03-02 | 2026-03-03 | $14.69 | $147K | -1.3% | -4.6% | +5.3% |
| MSDL | BUY | 2025-08-12 | 2025-08-14 | $17.69 | $177K | -0.8% | -1.3% | -5.7% |
| PrivateMorgan Stanley Direct Lending Fund | BUY | 2023-10-11 | 2023-10-11 | $20.63 | $34K | N/A | N/A | N/A |
| PrivateMorgan Stanley Direct Lending Fund | BUY | 2022-12-28 | 2022-12-29 | $19.84 | $14K | N/A | N/A | N/A |
| PrivateMorgan Stanley Direct Lending Fund | BUY | 2022-07-28 | 2022-08-01 | $20.45 | $12K | N/A | N/A | N/A |
| PrivateMorgan Stanley Direct Lending Fund | BUY | 2021-12-29 | 2022-01-03 | $21.00 | $16K | N/A | N/A | N/A |
| PrivateMorgan Stanley Direct Lending Fund | BUY | 2021-11-12 | 2021-11-16 | $21.26 | $27K | N/A | N/A | N/A |
| PrivateMorgan Stanley Direct Lending Fund | BUY | 2021-10-15 | 2021-10-19 | $21.02 | $26K | N/A | N/A | N/A |
| PrivateMorgan Stanley Direct Lending Fund | BUY | 2021-07-16 | 2021-07-19 | $20.94 | $20K | N/A | N/A | N/A |
| PrivateMorgan Stanley Direct Lending Fund | BUY | 2021-05-26 | 2021-05-28 | $21.06 | $12K | N/A | N/A | N/A |
| PrivateMorgan Stanley Direct Lending Fund | BUY | 2021-04-12 | 2021-04-14 | $20.67 | $18K | N/A | N/A | N/A |
| PrivateMorgan Stanley Direct Lending Fund | BUY | 2021-03-12 | 2021-03-17 | $20.75 | $6K | N/A | N/A | N/A |
| PrivateMorgan Stanley Direct Lending Fund | BUY | 2021-01-20 | 2021-01-22 | $20.34 | $5K | N/A | N/A | N/A |
| PrivateMorgan Stanley Direct Lending Fund | BUY | 2020-12-01 | 2020-12-04 | $20.54 | $12K | N/A | N/A | N/A |
| PrivateMorgan Stanley Direct Lending Fund | BUY | 2020-09-28 | 2020-09-30 | $19.99 | $7K | N/A | N/A | N/A |
| PrivateMorgan Stanley Direct Lending Fund | BUY | 2020-03-27 | 2020-03-31 | $18.67 | $15K | N/A | N/A | N/A |
| PrivateMorgan Stanley Direct Lending Fund | BUY | 2020-02-05 | 2020-02-07 | $20.01 | $19K | N/A | N/A | N/A |
| SBY | BUY | 2013-11-19 | 2013-11-19 | $15.34 | $77K | -7.6% | -0.6% | -0.6% |
| SBY | BUY | 2013-08-13 | 2013-08-14 | $15.59 | $78K | -7.6% | -0.6% | -0.6% |
| SBY | BUY | 2013-05-21 | 2013-05-23 | $18.06 | $90K | -7.6% | -0.6% | -0.6% |
| SBY | BUY | 2013-03-04 | 2013-03-05 | $19.47 | $195K | -7.6% | -0.6% | -0.6% |
| SBY | BUY | 2012-12-19 | 2012-12-21 | $18.50 | $231K | -7.6% | -0.6% | -0.6% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.