BERNEY PHILIP E
Transactions
50
Companies
14
Filings
4
CIK
0001079290
Research Summary
AI-generated from SEC filings & financial news
Philip E. Berney
Philip E. Berney is a senior private‑equity executive serving as Co‑President / Managing Director at Kelso & Company. He appears as a reporting person on SEC filings and has served in director and beneficial‑owner roles at multiple public companies, including Endo Health Solutions, FairPoint Communications, BWAY Corporation and Waste Services.[1]
Career Background
- Longtime Kelso & Company partner and senior executive; has held leadership roles across Kelso funds and general partners.[2]
- Prior career in high‑yield capital markets and investment banking before joining Kelso; SEC filings and company disclosures summarize his earlier finance background.[3]
- Served on boards and as a director for multiple public and private portfolio companies during Kelso investments (examples documented in issuer filings and proxies).[4]
Current Positions
- Co‑President / Managing Director, Kelso & Company (private equity firm).[1]
- Reporting person / director roles recorded on SEC filings for Endo (Endo Health Solutions / Endo Pharmaceuticals) and FairPoint Communications, indicating Kelso representation on those issuers’ filings.[5]
- Listed as a reporting person in SEC filings associated with BWAY Corporation and Waste Services, reflecting board/beneficial‑owner representation tied to Kelso investments.[4]
SEC Filing Context
- Frequently appears as a Section 16 reporting person (Form 3/4 filings) on behalf of Kelso‑affiliated investment vehicles and as an individual reporting person across multiple issuers; filings show sustained filing activity tied to Kelso portfolio positions.[2]
Recent Transactions
- Sale
- Sale
- Sale
- Sale
- Sale
- Sale
- Sale
- Sale
- Sale
- Sale
- Sale
- Sale
- Sale
- Sale
- Other
- Other
- Sale
- Exercise of In-Money
- Exercise of In-Money
- Exercise of In-Money
- Sale
- Other
- Other
- Disposition to Issuer
- Award
- Sale
- Sale
- Sale
- Sale
- Sale
- Exercise of In-Money
- Exercise of In-Money
Common Stock, $0.01 par value
2011-07-11$4.25/sh+295,984→ 12,396,634 total - SaleCVR ENERGY INC$CVI
Common Stock, par value $0.01 per share
2011-02-08$16.00/sh−11,759,023→ 7,988,179 total - SaleCVR ENERGY INC$CVI
Common Stock, par value $0.01 per share
2010-11-24$10.24/sh−11,686,158→ 19,747,202 total - Other
- Other
- Other
- Other
- Sale
- Sale
- Exercise of In-Money
- Exercise of In-Money
- Exercise of In-Money
- Exercise of In-Money
- Conversion
- Conversion
- Sale
- Sale
- Sale
- Sale
Companies
14BWAY CORP
10% Owner
BWAY Holding CO
10% Owner
Cambridge Display Technology, Inc.
Director, 10% Owner
- $CVI
CVR ENERGY INC
10% Owner, See Footnote 2
Eagle Bulk Shipping Inc.
Director, 10% Owner
ENDO HEALTH SOLUTIONS INC.
10% Owner
FAIRPOINT COMMUNICATIONS INC
10% Owner
Global Geophysical Services Inc
10% Owner
JORGENSEN EARLE M CO /DE/
10% Owner
- $KAR
OPENLANE, Inc.
10% Owner
RHI Entertainment, Inc.
10% Owner
- $SPNT
SiriusPoint Ltd
10% Owner
Tallgrass Energy, LP
10% Owner
WASTE SERVICES, INC.
10% Owner
Recent Filings
4Address
C/O KELSO & COMPANY 320 PARK AVENUE, 24TH FLOOR
NEW YORK, NY, 10022