---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-132250"
form_type: "8-K"
ticker: null
cik: "0001948368"
company_name: "Phillip Street BDC LLC"
filed_at: "2025-05-30T23:59:59+00:00"
generated_at: "2026-05-20T05:00:18.015443+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.2
calibrated_materiality_score: 0.2
confidence: "high"
source: SEC EDGAR
---

# Director Ross J. Kari to retire from board effective May 1, 2026

## Summary
- Ross J. Kari notified the board on May 23, 2025, of his retirement effective May 1, 2026.
- No replacement named; Kari will continue to serve until the effective date.
- Company expressed gratitude for Kari's service and ongoing contributions.

## SEC filing metadata
- accession: 0001193125-25-132250
- form_type: 8-K
- cik: 0001948368
- company_name: Phillip Street BDC LLC
- filed_at: 2025-05-30T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.2
- calibrated_materiality_score: 0.2
- confidence: high
- sec_items: 5.02
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1948368/000119312525132250/0001193125-25-132250-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1948368/000119312525132250/d882055d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-132250
- JSON: https://secwatch.observer/filing/0001193125-25-132250.json
- Plain text: https://secwatch.observer/filing/0001193125-25-132250.txt

## Key facts
- Executive change
  Ross J. Kari departed as Director at Phillip Street BDC LLC.
  - Action: retire
  - Role: Director
  source text: On May 23, 2025, Ross J. Kari notified the board of directors (the “Board”) of Phillip Street Middle Market Lending Fund LLC (the “Company”) that he intends to retire from the Board and all committees thereof, effective as of May 1, 2026.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1948368/000119312525132250/0001193125-25-132250-index.htm

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