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SEC Insider//CIK 0001079290

BERNEY PHILIP E

CIK 000107929014 companiesNEW YORK, NY

Transactions

12

Companies

14

Filings

5

CIK

0001079290

Research Summary

AI-generated from SEC filings & financial news

Updated

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

12 trades
  • Other

    Class B shares

    2018-02-07+11,646,40146,727,603 total
  • Other

    Units in Tallgrass Equity, LLC

    2018-02-07+11,646,40146,727,603 total
  • Exercise of In-Money

    Units in Tallgrass Equity, LLC

    2016-11-22$21.85/sh5,058,49735,081,202 total
  • Exercise of In-Money

    Class A shares

    2016-11-22+5,058,4975,058,497 total
  • Exercise of In-Money

    Class B shares

    2016-11-225,058,49735,081,202 total
  • Sale

    Class A shares

    2016-11-22$21.85/sh5,058,4970 total
  • Award

    Class B shares

    2015-05-12+42,421,52142,421,521 total
  • Disposition to Issuer

    Class B shares

    2015-05-122,281,82140,139,699 total
  • Other

    Units in Tallgrass Equity, LLC

    2015-05-12$27.62/sh2,281,82140,139,699 total
  • Other

    Units in Tallgrass Equity, LLC

    2015-05-12+42,421,52142,421,521 total
  • Sale

    Common Stock, par value $0.01 per share

    2011-02-08$16.00/sh11,759,0237,988,179 total
  • Sale

    Common Stock, par value $0.01 per share

    2010-11-24$10.24/sh11,686,15819,747,202 total