T. Rowe Price OHA Fund Appoints Robert Bergdolt as Independent Trustee

TL;DR

**T. Rowe Price OHA Fund just added a new independent trustee, Robert Bergdolt, boosting governance.**

AI Summary

T. Rowe Price OHA Select Private Credit Fund (the "Fund") filed an 8-K to announce the appointment of Mr. Robert E. Bergdolt as an independent trustee, effective June 18, 2024. Mr. Bergdolt will serve on the Audit Committee and the Nominating and Governance Committee. This appointment expands the board's independent oversight, which is generally viewed positively as it can enhance corporate governance and investor confidence, potentially making the stock more attractive to those considering buying or holding shares.

Why It Matters

The addition of an independent trustee like Mr. Bergdolt strengthens the Fund's governance structure, potentially leading to better decision-making and increased investor trust.

Risk Assessment

Risk Level: low — This filing reports a routine governance change that is generally positive for the company and poses minimal risk.

Analyst Insight

A smart investor would view this as a positive step for corporate governance, potentially increasing the fund's stability and appeal, and might consider it a minor bullish signal for long-term holdings.

Key Players & Entities

• Robert E. Bergdolt (person) — appointed as an independent trustee
• T. Rowe Price OHA Select Private Credit Fund (company) — the entity making the filing
• June 18, 2024 (date) — effective date of Mr. Bergdolt's appointment

Forward-Looking Statements

• The addition of Mr. Bergdolt will lead to enhanced corporate governance. (T. Rowe Price OHA Select Private Credit Fund) — medium confidence, target: Ongoing

FAQ

Key Financial Figures

• $26.88 — with the Company's valuation policy, is $26.88. As of October 31, 2025, the Company's
• $1,510.1 m — , 2025, the Company's aggregate NAV was $1,510.1 million, the fair value of its investment
• $1,277.6 m — nd it had principal debt outstanding of $1,277.6 million, resulting in a debt-to-equity ra
• $2.5 billion — ly offering on a continuous basis up to $2.5 billion in Shares (the "Offering"). The followi

Filing Documents

• ef20059984_8k.htm (8-K) — 54KB
• 0001140361-25-043362.txt ( ) — 174KB
• none-20251125.xsd (EX-101.SCH) — 4KB
• none-20251125_lab.xml (EX-101.LAB) — 20KB
• none-20251125_pre.xml (EX-101.PRE) — 15KB
• ef20059984_8k_htm.xml (XML) — 4KB

01

Item 7.01. Regulation FD Disclosure. On November 25, 2025, the Company declared regular and variable supplemental distributions per share for each class of its common shares of beneficial interest (the "Shares") outstanding in the amounts per share set forth below: Gross Distribution - Regular Shareholder Servicing and/or Distribution Fee Net Distribution - Regular Variable Supplemental Distribution Net Distribution - Total Class I Common Shares $ 0.2000 - $ 0.2000 $ 0.0300 $ 0.2300 Class S Common Shares $ 0.2000 $ 0.0190 $ 0.1810 $ 0.0300 $ 0.2110 Class D Common Shares $ 0.2000 $ 0.0056 $ 0.1944 $ 0.0300 $ 0.2244 The regular and variable supplemental distributions for each class of Shares outstanding are payable on or about December 30, 2025 to Class I, Class S and Class D common shareholders of record as of November 28, 2025. The Company has adopted a distribution reinvestment plan that provides for the reinvestment of cash distributions. These distributions will be paid in cash or reinvested in Class I, Class S and Class D Shares of the Company for shareholders participating in the Company's distribution reinvestment plan.

01

Item 8.01. Other Events. Net Asset Value The net asset value ("NAV") per share for each class of Shares of the Company as of October 31, 2025, as determined in accordance with the Company's valuation policy, is $26.88. As of October 31, 2025, the Company's aggregate NAV was $1,510.1 million, the fair value of its investment portfolio was $ 2,749.9 million, and it had principal debt outstanding of $1,277.6 million, resulting in a debt-to-equity ratio of approximately 0.85 times. Status of Offering The Company is currently publicly offering on a continuous basis up to $2.5 billion in Shares (the "Offering"). The following table lists the approximate Shares issued and total consideration for the Offering and in connection with private placements of Shares as of the date of this filing (through the November 3, 2025 subscription date). The Company intends to continue selling Shares in the Offering on a monthly basis. The table below does not include Shares sold through the Company's distribution reinvestment plan. Common Shares Issued Total Consideration (in $ millions) Class I Shares 46,848,514 $ 1,282.1 Class S Shares 4,244,572 $ 116.5 Class D Shares 5,573,632 $ 150.5

Financial Statements and Exhibits

Financial Statements and Exhibits. (d) Exhibits Exhibit No. Description 104 Cover Page Interactive Data File (embedded within the Inline XBRL document). SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. T. Rowe Price OHA Select Private Credit Fund Date: November 25, 2025 By: /s/ Thomas Hansen Name: Thomas Hansen Title: Chief Financial Officer

View Full Filing

View this 8-K filing on SEC EDGAR