CFO David Pessah resigns; John Lanza to serve as interim CFO after Nov 10, 2023

Phillip Street BDC LLC

David Pessah notified resignation as CFO, Treasurer and principal accounting officer effective Nov 10, 2023, to pursue new opportunity.
Resignation is not the result of any disagreement with the company.
Company is searching for permanent successor; if none found by Nov 10, John Lanza will be interim CFO, Treasurer and PAO.
John Lanza currently manages BDC and direct hedge fund controller teams at Goldman Sachs Asset Management.

item 5.02

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Appointed (interim)

John Lanza

Interim Chief Financial Officer and Interim Treasurer

Phillip Street BDC LLC

Effective: 2023-11-10
Filed: September 13, 2023, 7:59 PM ET

The Company expects to appoint John Lanza, age 53, as Interim Chief Financial Officer and Interim Treasurer of the Company, subject to approval by the board of directors of the Company, if a permanent successor to Mr. Pessah is not identified by November 10, 2023.

Departed

David Pessah

Chief Financial Officer, Treasurer and principal accounting officer

Phillip Street BDC LLC

Effective: 2023-11-10
Successor: John Lanza
Filed: September 13, 2023, 7:59 PM ET

On September 7, 2023, David Pessah notified Phillip Street Middle Market Lending Fund LLC (the “Company”) of his intention to resign as Chief Financial Officer, Treasurer and principal accounting officer of the Company to pursue a new professional opportunity.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.85

John Lanza was appointed as Interim Chief Financial Officer and Interim Treasurer at Phillip Street BDC LLC.

Action: appointed
Role: Interim Chief Financial Officer and Interim Treasurer

Exact text from the filing

The Company expects to appoint John Lanza, age 53, as Interim Chief Financial Officer and Interim Treasurer of the Company, subject to approval by the board of directors of the Company, if a permanent successor to Mr. Pessah is not identified by November 10, 2023.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

David Pessah resigned as Chief Financial Officer, Treasurer and principal accounting officer at Phillip Street BDC LLC.

Action: resigned
Role: Chief Financial Officer, Treasurer and principal accounting officer

Exact text from the filing

On September 7, 2023, David Pessah notified Phillip Street Middle Market Lending Fund LLC (the “Company”) of his intention to resign as Chief Financial Officer, Treasurer and principal accounting officer of the Company to pursue a new professional opportunity.

View on SEC.gov

Source: SEC EDGAR

accession 0001193125-23-234464

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