secwatch / observer
8-K filed September 26, 2023, 7:59 PM ET CIK 0001948368
leadership confidence high sentiment neutral materiality 0.40

Phillip Street Middle Market Lending Fund appoints new CFO and principal accounting officer

Phillip Street BDC LLC

Executive movements

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

Departed

David Pessah

Chief Financial Officer, Treasurer and Principal Accounting Officer
Phillip Street BDC LLC
Filed
September 26, 2023, 7:59 PM ET
following Mr. Pessah’s notice to the Company on September 7, 2023 of his resignation
Appointed

Stanley Matuszewski

Chief Financial Officer and Treasurer
Phillip Street BDC LLC
Effective
2023-11-10
Filed
September 26, 2023, 7:59 PM ET
appointed Stanley Matuszewski, age 37, as Chief Financial Officer and Treasurer, effective November 10, 2023.
Appointed

John Lanza

principal accounting officer
Phillip Street BDC LLC
Effective
2023-11-10
Filed
September 26, 2023, 7:59 PM ET
appointed John Lanza, age 53, as principal accounting officer, effective November 10, 2023.

Key facts

Extracted from this filing and checked against the source text.

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
following Mr. Pessah’s notice to the Company on September 7, 2023 of his resignation
View on SEC.gov
Executive change SEC 8-K Item 5.02 confidence 0.95

Stanley Matuszewski was appointed as Chief Financial Officer and Treasurer at Phillip Street BDC LLC.

Action
appointed
Role
Chief Financial Officer and Treasurer
Exact text from the filing
appointed Stanley Matuszewski, age 37, as Chief Financial Officer and Treasurer, effective November 10, 2023.
View on SEC.gov
Executive change SEC 8-K Item 5.02 confidence 0.95

John Lanza was appointed as principal accounting officer at Phillip Street BDC LLC.

Action
appointed
Role
principal accounting officer
Exact text from the filing
appointed John Lanza, age 53, as principal accounting officer, effective November 10, 2023.
View on SEC.gov
Source: SEC EDGAR
accession 0001193125-23-242600
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