---
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"
generated_at: "2026-08-06T21:06:25.721989+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-26-338398
- form_type: 8-K
- cik: 0001948368
- company_name: Phillip Street BDC LLC
- filed_at: 2026-08-06T21:02:51+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 5.02
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-338398
- JSON: https://secwatch.observer/filing/0001193125-26-338398.json
- Plain text: https://secwatch.observer/filing/0001193125-26-338398.txt

## Key facts
- Executive change
  David Miller resigned as Co-Chief Executive Officer at Phillip Street BDC LLC.
  - Action: resigned
  - Role: Co-Chief Executive Officer
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1948368/000119312526338398/0001193125-26-338398-index.htm
- Executive change
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1948368/000119312526338398/0001193125-26-338398-index.htm
- Executive change
  Vivek Bantwal was appointed as Chief Executive Officer at Phillip Street BDC LLC.
  - Action: appointed
  - Role: Chief Executive Officer
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1948368/000119312526338398/0001193125-26-338398-index.htm
- Executive change
  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
  source text: In addition, the Company has appointed Justin Betzen as co-President and co-Chief Operating Officer, effective August 3, 2026.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1948368/000119312526338398/0001193125-26-338398-index.htm

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