8-K filed August 6, 2026, 5:02 PM ET CIK 0001948368

leadership confidence high sentiment neutral materiality 0.50

Co-CEO David Miller to resign Dec 31, 2026; Bantwal becomes sole CEO; Betzen appointed co-President

Phillip Street BDC LLC

David Miller resigns as Co-CEO effective Dec 31, 2026; not due to disagreement; will become chairman of GSAM Private Credit Direct Lending Team and advisory director to Goldman Sachs.
Vivek Bantwal, current Co-CEO, becomes sole CEO and sole principal executive officer as of Dec 31, 2026.
Justin Betzen appointed co-President and co-COO effective Aug 3, 2026; Tucker Greene also serves as co-President and co-COO.
Betzen is a managing director in GSAM Private Credit, previously at Goldman Sachs since 2006 (with a break), and earlier at JPMorgan.

item 5.02

Executive movements

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

Departed

David Miller

Co-Chief Executive Officer

Phillip Street BDC LLC

Effective: 2026-12-31
Successor: Vivek Bantwal
Filed: August 6, 2026, 5:02 PM ET

On August 3, 2026, David Miller notified Phillip Street BDC LLC (the “Company”) of his intention to resign as Co-Chief Executive Officer and co-principal executive officer of the Company.

Role change

Tucker Greene

co-President and co-Chief Operating Officer

Phillip Street BDC LLC

Effective: 2026-08-03
Filed: August 6, 2026, 5:02 PM ET

Tucker Greene, who currently serves as President and Chief Operating Officer of the Company, will, effective upon Mr. Betzen’s appointment as co-President and co-Chief Operating Officer, serve as co-President and co-Chief Operating Officer of the Company.

Role change

Vivek Bantwal

Chief Executive Officer

Phillip Street BDC LLC

Effective: 2026-12-31
Filed: August 6, 2026, 5:02 PM ET

Vivek Bantwal, the Company’s other co-Chief Executive Officer and co-principal executive officer, will, as of December 31, 2026, become the Company’s sole Chief Executive Officer and sole principal executive officer.

Appointed

Justin Betzen

co-President and co-Chief Operating Officer

Phillip Street BDC LLC

Effective: 2026-08-03
Filed: August 6, 2026, 5:02 PM ET

In addition, the Company has appointed Justin Betzen as co-President and co-Chief Operating Officer, effective August 3, 2026.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

David Miller resigned as Co-Chief Executive Officer at Phillip Street BDC LLC.

Action: resigned
Role: Co-Chief Executive Officer

Exact text from the filing

On August 3, 2026, David Miller notified Phillip Street BDC LLC (the “Company”) of his intention to resign as Co-Chief Executive Officer and co-principal executive officer of the Company.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Tucker Greene was appointed as co-President and co-Chief Operating Officer at Phillip Street BDC LLC.

Action: appointed
Role: co-President and co-Chief Operating Officer

Exact text from the filing

Tucker Greene, who currently serves as President and Chief Operating Officer of the Company, will, effective upon Mr. Betzen’s appointment as co-President and co-Chief Operating Officer, serve as co-President and co-Chief Operating Officer of the Company.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Vivek Bantwal was appointed as Chief Executive Officer at Phillip Street BDC LLC.

Action: appointed
Role: Chief Executive Officer

Exact text from the filing

Vivek Bantwal, the Company’s other co-Chief Executive Officer and co-principal executive officer, will, as of December 31, 2026, become the Company’s sole Chief Executive Officer and sole principal executive officer.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Justin Betzen was appointed as co-President and co-Chief Operating Officer at Phillip Street BDC LLC.

Action: appointed
Role: co-President and co-Chief Operating Officer

Exact text from the filing

In addition, the Company has appointed Justin Betzen as co-President and co-Chief Operating Officer, effective August 3, 2026.

View on SEC.gov

Source: SEC EDGAR

accession 0001193125-26-338398

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