| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Morgan Stanley Direct Lending Fund | Co-President | Common Stock, par value $0.001 per share | 17.8K | $315K | $17.70 | 12 Aug 2025 | Indirect |
| SL Investment Fund II LLC | Co-President | Common Unit | 11.9K | 24 Jul 2025 | Indirect | ||
| North Haven Private Income Fund LLC | Co-President | Common Unit | 5.52K | 24 Jul 2025 | Indirect |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| MSDL | Morgan Stanley Direct Lending Fund | 12 Aug 2025 | 1 | $100K | 4 | Co-President | 13 Aug 2025, 16:15 |
| MSDL | Morgan Stanley Direct Lending Fund | 24 Jul 2025 | 0 | $0 | 3 | Co-President | 05 Aug 2025, 21:29 |
| N/A | SL Investment Fund II LLC | 24 Jul 2025 | 0 | $0 | 3 | Co-President | 05 Aug 2025, 21:29 |
| N/A | LGAM Private Credit LLC | 24 Jul 2025 | 0 | $0 | 3 | Co-President | 05 Aug 2025, 21:25 |
| N/A | North Haven Private Income Fund A LLC | 24 Jul 2025 | 0 | $0 | 3 | Co-President | 05 Aug 2025, 21:21 |
| N/A | North Haven Private Income Fund LLC | 24 Jul 2025 | 0 | $0 | 3 | Co-President | 05 Aug 2025, 21:18 |
| N/A | T Series Middle Market Loan Fund LLC | 24 Jul 2025 | 0 | $0 | 3 | Co-President | 05 Aug 2025, 21:13 |