Brendan Owens
            
  
              Assistant Secretary for Energy, Installations & Environment
            
Estimated Net Worth
 - $532 K - $1.5 M
 
Salary
 - Unknown
 
Employment
 - Started 01/23/2023
 
Records
  Financial Disclosure Details - OGE Form 278e (12/10/2022)
Positions Held Outside United States Government
#  | Organization  | City  | Position  | To  | 
|---|---|---|---|---|
1  | U.S. Green Building Council  | Washington, District of Columbia  | Senior Vice President  | 10/2020  | 
2  | Black Vest Strategy, LLC  | Alexandria, Virginia  | Principal  | Present  | 
3  | New Buildings Institute  | Portland, Oregon  | Board Member  | 10/2022  | 
4  | ecountabl, inc  | Alexandria, Virginia  | Co-Founder and Chief of Innovation  | 10/2022  | 
Employment Assets & Income and Retirement Accounts
#  | Description  | Value  | Income Type  | Income Amount  | 
|---|---|---|---|---|
1  | Black Vest Strategy, LLC (built environment consulting)  | $100,001 - $250,000  | Salary  | $230,000  | 
2  | IRA 1  | |||
2.1  | Artisan Developing World Fund Advisor Class Shares (APDYX)  | $15,001 - $50,000  | None (or less than $201)  | |
2.2  | Artisan High Income Fund Advisor Class Shares (APDFX)  | $15,001 - $50,000  | None (or less than $201)  | |
2.3  | Artisan International Value Fund Advisor Class Shares (APDKX)  | $15,001 - $50,000  | None (or less than $201)  | |
2.4  | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX)  | $50,001 - $100,000  | None (or less than $201)  | |
2.5  | Federated Government Obligations Fund Service Shares (GOSXX)  | $15,001 - $50,000  | None (or less than $201)  | |
2.6  | Fidelity Advisor New Markets Income Fund Class I Shares (FGZMX)  | $15,001 - $50,000  | None (or less than $201)  | |
2.7  | iShares Core Dividend Growth ETF (DGRO)  | $50,001 - $100,000  | None (or less than $201)  | |
2.8  | iShares Core S&P 500 ETF (IVV)  | $50,001 - $100,000  | None (or less than $201)  | 
Employment Agreements and Arrangements
#  | Employer Or Party  | City  | Status And Terms  | Date  | 
|---|---|---|---|---|
1  | Black Vest Strategy, LLC  | Alexandria, Virginia  | My company ceased to transact business in November 2022 when I became a federal employee. It will remain dormant during the term of my appointment. All client fees were fixed before I entered into services in November 2022.  | 11/2022  | 
2  | ecountabl, inc.  | alexandria, Virginia  | I retain vested stock in ecountabl, inc.  | 6/2019  | 
Sources of Compensation Exceeding $5,000 in a Year
#  | Source  | City  | Duties  | 
|---|---|---|---|
1  | U.S. Green Building Council  | Washington, District of Columbia  | technical development of building rating tools  | 
2  | Black Vest Strategy, LLC  | Alexandria, Virginia  | energy and buildings consulting  | 
3  | Trane Technologies, client of Black Vest Strategy, LLC  | Davidson, North Carolina  | efficiency and indoor air quality consulting  | 
4  | Ember Strategies, client of Black Vest Strategy, LLC  | San Francisco, California  | energy consulting  | 
5  | Skipping Stone, LLC, client of Black Vest Strategy, LLC  | Boston, Massachusetts  | M&A analysis  | 
6  | RZero, client of Black Vest Strategy, LLC  | South Salt Lake, Utah  | indoor air quality consulting  | 
Spouse's Employment Assets & Income and Retirement Accounts
#  | Description  | Value  | Type  | Amount  | 
|---|---|---|---|---|
1  | Valley Drive Cooperative Preschool (Preschool)  | salary  | ||
2  | ira  | |||
2.1  | Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX)  | $1,001 - $15,000  | None (or less than $201)  | 
Other Assets and Income
#  | Description  | Value  | Type  | Amount  | 
|---|---|---|---|---|
1  | U.S. bank #1 (Cash)  | $15,001 - $50,000  | None (or less than $201)  | |
2  | Franklin NextStep Growth Fund Class A Shares (FNGBX)  | $1,001 - $15,000  | None (or less than $201)  | |
3  | VA 529 Plan #1  | |||
3.1  | American Funds Growth Portfolio Class 529-A Shares (CGPAX)  | $15,001 - $50,000  | None (or less than $201)  | |
4  | VA 529 #2  | |||
4.1  | American Funds Growth Portfolio Class 529-A Shares (CGPAX)  | $15,001 - $50,000  | None (or less than $201)  | |
5  | Midland whole life insurance #1  | $50,001 - $100,000  | None (or less than $201)  | |
6  | Midland whole life #2  | $15,001 - $50,000  | None (or less than $201)  | |
7  | Midland whole life #3  | $15,001 - $50,000  | None (or less than $201)  | 
Transactions
#  | Description  | Type  | Date  | Amount  | 
|---|---|---|---|---|
Nothing reported in this section  | ||||
Liabilities
#  | Creditor  | Amount  | Incurred  | Term  | 
|---|---|---|---|---|
1  | RoundPoint Mortgage  | $500,001 - $1,000,000  | 2020  | 30  | 
2  | Tower Federal Credit Union  | $100,001 - $250,000  | 2020  | 20  | 
3  | naviant  | $10,001 - $15,000  | 2005  | 25  | 
Gifts and Travel Reimbursements
#  | Source Name  | City  | Description  | Value  | 
|---|---|---|---|---|
Nothing reported in this section  | ||||
Endnotes
Section  | #  | Description  | 
|---|---|---|
2  | 4  | Climate First Bancorp acquired ecountabl assets in October 2022. ecountabl survives post-asset sale and there has been no conversion of ecountabl shares. I retain vested shares of ecoutnabl stock. ecountabl will receive a one-time payment of Climate First Bancorp Bank stock within 19 months and proceeds of that payment will flow to ecountabl shareholders accordingly  | 
4  | 1  | Black Vest Strategy client  | 
Do you have information about Brendan Owens that is missing from this database?
Drop us a line at [email protected].
