{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-338398","form_type":"8-K","ticker":null,"cik":"0001948368","company_name":"Phillip Street BDC LLC","filed_at":"2026-08-06T21:02:51+00:00","discovered_at":"2026-08-06T21:06:04.455074+00:00","generated_at":"2026-08-06T21:06:25.721989+00:00","sec_items":["5.02"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"confidence":"high","headline":"Co-CEO David Miller to resign Dec 31, 2026; Bantwal becomes sole CEO; Betzen appointed co-President","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-338398","json":"https://secwatch.observer/filing/0001193125-26-338398.json","markdown":"https://secwatch.observer/filing/0001193125-26-338398.md","text":"https://secwatch.observer/filing/0001193125-26-338398.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1948368/000119312526338398/0001193125-26-338398-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1948368/000119312526338398/d158516d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-06T21:06:25.721989+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"7598e5df36","claim":"David Miller resigned as Co-Chief Executive Officer at Phillip Street BDC LLC.","evidence_excerpt":"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.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1948368/000119312526338398/0001193125-26-338398-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"resigned"},{"label":"Role","value":"Co-Chief Executive Officer"}],"fact_type":"executive_change"},{"claim_id":"b521329cc2","claim":"Tucker Greene was appointed as co-President and co-Chief Operating Officer at Phillip Street BDC LLC.","evidence_excerpt":"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.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1948368/000119312526338398/0001193125-26-338398-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"co-President and co-Chief Operating Officer"}],"fact_type":"executive_change"},{"claim_id":"ddaa287930","claim":"Vivek Bantwal was appointed as Chief Executive Officer at Phillip Street BDC LLC.","evidence_excerpt":"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.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1948368/000119312526338398/0001193125-26-338398-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Chief Executive Officer"}],"fact_type":"executive_change"},{"claim_id":"e1889021fd","claim":"Justin Betzen was appointed as co-President and co-Chief Operating Officer at Phillip Street BDC LLC.","evidence_excerpt":"In addition, the Company has appointed Justin Betzen as co-President and co-Chief Operating Officer, effective August 3, 2026.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1948368/000119312526338398/0001193125-26-338398-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"co-President and co-Chief Operating Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}