---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-23-242600"
form_type: "8-K"
ticker: null
cik: "0001948368"
company_name: "Phillip Street BDC LLC"
filed_at: "2023-09-26T23:59:59+00:00"
generated_at: "2026-06-10T08:57:24.461730+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.4
calibrated_materiality_score: 0.4
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- Stanley Matuszewski appointed CFO and Treasurer effective November 10, 2023, succeeding David Pessah.
- John Lanza appointed principal accounting officer effective November 10, 2023, also succeeding Mr. Pessah.
- Mr. Pessah resigned on September 7, 2023 and will stay during transition to assist orderly handover.
- Mr. Matuszewski is a VP in GSAM's Controllers Division; Mr. Lanza manages fund controllers teams.
- Appointments apply also to several other affiliated funds: GSBD, PMMC, PMMC II, MMLC II, GS Credit.

## SEC filing metadata
- accession: 0001193125-23-242600
- form_type: 8-K
- cik: 0001948368
- company_name: Phillip Street BDC LLC
- filed_at: 2023-09-26T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.4
- calibrated_materiality_score: 0.4
- confidence: high
- sec_items: 5.02
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1948368/000119312523242600/0001193125-23-242600-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1948368/000119312523242600/d533761d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-23-242600
- JSON: https://secwatch.observer/filing/0001193125-23-242600.json
- Plain text: https://secwatch.observer/filing/0001193125-23-242600.txt

## Key facts
- 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: following Mr. Pessah’s notice to the Company on September 7, 2023 of his resignation
  evidence_url: https://www.sec.gov/Archives/edgar/data/1948368/000119312523242600/0001193125-23-242600-index.htm
- Executive change
  Stanley Matuszewski was appointed as Chief Financial Officer and Treasurer at Phillip Street BDC LLC.
  - Action: appointed
  - Role: Chief Financial Officer and Treasurer
  source text: appointed Stanley Matuszewski, age 37, as Chief Financial Officer and Treasurer, effective November 10, 2023.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1948368/000119312523242600/0001193125-23-242600-index.htm
- Executive change
  John Lanza was appointed as principal accounting officer at Phillip Street BDC LLC.
  - Action: appointed
  - Role: principal accounting officer
  source text: appointed John Lanza, age 53, as principal accounting officer, effective November 10, 2023.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1948368/000119312523242600/0001193125-23-242600-index.htm

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