---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-23-234464"
form_type: "8-K"
ticker: null
cik: "0001948368"
company_name: "Phillip Street BDC LLC"
filed_at: "2023-09-13T23:59:59+00:00"
generated_at: "2026-06-10T19:32:41.009409+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.3
calibrated_materiality_score: 0.3
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-23-234464
- form_type: 8-K
- cik: 0001948368
- company_name: Phillip Street BDC LLC
- filed_at: 2023-09-13T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.3
- calibrated_materiality_score: 0.3
- confidence: high
- sec_items: 5.02
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1948368/000119312523234464/0001193125-23-234464-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1948368/000119312523234464/d526946d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-23-234464
- JSON: https://secwatch.observer/filing/0001193125-23-234464.json
- Plain text: https://secwatch.observer/filing/0001193125-23-234464.txt

## Key facts
- Executive change
  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
  source text: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1948368/000119312523234464/0001193125-23-234464-index.htm
- Executive change
  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
  source text: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1948368/000119312523234464/0001193125-23-234464-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.