David Zinsner
About David Zinsner
David Zinsner is executive vice president and chief financial officer at Intel and was appointed to Mobileye’s Board on August 25, 2025. Mobileye indicated committee assignments had not yet been determined at appointment; his background spans CFO roles at Micron, Analog Devices, and Intersil, plus president/COO at Affirmed Networks, with an MBA (finance/accounting) from Vanderbilt and a BS in industrial management from Carnegie Mellon .
Mobileye is a controlled company with Intel holding ~98.6% of voting power, which affects independence classifications and committee composition under Nasdaq rules .
Past Roles
| Organization | Role | Tenure | Committees/Impact |
|---|---|---|---|
| Intel Corporation | EVP & CFO | Joined January 2022 (current) | Leads global finance, accounting, tax, treasury, internal audit, IR |
| Micron Technology | EVP & CFO | Prior to Intel (dates not disclosed on Mobileye IR page) | Executive leadership team member; led finance/IR |
| Affirmed Networks | President & COO | Earlier in career (dates not disclosed) | Operational leadership |
| Analog Devices | SVP & CFO | Earlier in career (dates not disclosed) | Corporate finance leadership |
| Intersil Corp. | SVP & CFO | Earlier in career (dates not disclosed) | Corporate finance leadership |
External Roles
| Organization | Role | Tenure | Committees/Impact |
|---|---|---|---|
| Intel Corporation | EVP & CFO | January 2022–present | Oversees Intel’s global finance org; direct interlock with Mobileye’s controlling shareholder |
Board Governance
- Appointment and status
- Appointed to Mobileye’s Board effective August 25, 2025; Board had not yet determined any committee assignments at time of filing .
- Mobileye governance context
- Controlled company: Intel beneficially owns all Class B shares, representing ~98.6% of voting power; Mobileye relies on controlled-company exemptions for majority independence and certain committee composition, while Audit Committee remains fully independent .
- Current committee structures (2024): Audit (Desheh chair; McCaskill, Yeary members) ; Compensation (Bombach chair; Desheh, Yeary) ; Nominating & Corporate Governance (Yeboah‑Amankwah chair; Desheh, McCaskill) .
- Lead Independent Director: Claire C. McCaskill; duties include agenda input, executive sessions, and external communications as requested .
- Attendance: 2024 Board held 7 regular and 3 special meetings; committees held 20 total; average attendance 96%; each director ≥75% .
Fixed Compensation
Mobileye’s disclosed non-employee director compensation (FY2024):
| Director | Cash Fees ($) | Stock Awards ($) | Total ($) |
|---|---|---|---|
| Elaine L. Chao | 33,462 | 443,152 | 476,614 |
| Eyal Desheh | 80,000 (incl. Audit Chair retainer) | 215,785 | 295,785 |
| Claire C. McCaskill | 60,000 | 215,785 | 275,785 |
| Frank D. Yeary | 60,000 | 215,785 | 275,785 |
Note: Zinsner’s director compensation for 2025 was not disclosed at appointment; committee assignments were TBD .
Performance Compensation
- No performance-based equity disclosed for directors; Mobileye employs time-based RSUs for directors, with plan best-practices including no dividends on unvested awards, no repricing without shareholder approval, and no tax gross-ups .
- Performance metrics for director pay are not disclosed; Mobileye’s pay-versus-performance section pertains to executives (not directors) and notes no linkage to TSR/net income in design .
Other Directorships & Interlocks
| Entity | Relationship | Interlock/Conflict Consideration |
|---|---|---|
| Intel Corporation | Zinsner is EVP & CFO | Intel controls ~98.6% voting power at Mobileye; related-party agreements and controlled-company exemptions indicate elevated conflict oversight needs – |
| Intel Corporation | Frank D. Yeary serves as independent chair of Intel and Mobileye director | Additional board-level interlock with controlling shareholder |
Expertise & Qualifications
- Financial leadership: Extensive CFO experience across semiconductors and technology manufacturing; capital markets and investor relations expertise .
- Education: MBA (finance/accounting) from Vanderbilt; BS (industrial management) from Carnegie Mellon .
Equity Ownership
- Mobileye’s beneficial ownership table as of April 15, 2025 does not include Zinsner (appointed August 25, 2025), and no director-specific ownership was disclosed for him at appointment – .
- Policies: Directors are prohibited from hedging and (with some exceptions) pledging Mobileye stock; options/derivative transactions are restricted, supporting alignment and risk control .
Governance Assessment
- Independence and committee risk
- As Intel’s CFO, Zinsner is affiliated with Mobileye’s controlling shareholder; while independence status was not specified at appointment, Mobileye’s controlled-company structure permits non-independent directors on key committees (Compensation; Nominating), increasing perceived conflict risk versus widely held issuers .
- Related-party exposure
- Extensive, ongoing agreements with Intel (Master Transaction, Administrative Services, Technology & Services, Cross-License, Tax Sharing), plus cost flows (e.g., stock compensation recharge $62M in 2024) and facility/service charges; LiDAR collaboration termination in 2024 underscores dynamic intercompany arrangements requiring robust Audit Committee oversight –.
- Examples: Cross-License terms and revocability/termination conditions tied to Intel ownership ; Administrative Services fees ($3M in 2024) ; Tax Sharing payable ($3M as of 12/28/2024) ; Stock compensation recharge ($62M in 2024) .
- Extensive, ongoing agreements with Intel (Master Transaction, Administrative Services, Technology & Services, Cross-License, Tax Sharing), plus cost flows (e.g., stock compensation recharge $62M in 2024) and facility/service charges; LiDAR collaboration termination in 2024 underscores dynamic intercompany arrangements requiring robust Audit Committee oversight –.
- Board effectiveness signals
- Lead Independent Director in place and strong 2024 attendance (96%) suggest process rigor . Audit Committee fully independent (as required) with a designated financial expert (Desheh) .
- Compensation governance
- Director equity is time-based RSUs; plan prohibits unfavorable practices (no tax gross-ups, no repricing, no dividends on unvested) and includes separate limits for non-employee directors, supporting shareholder-friendly design .
- RED FLAGS to monitor
- Concentrated control (Intel ~98.6% voting) and multiple Intel-affiliated directors/roles increase potential conflicts and perceived board independence shortfall; committee assignments for Zinsner were pending as of appointment, leaving uncertainty on oversight roles .
- Ongoing related-party transactions necessitate vigilant recusal and robust related-person transaction reviews via Audit Committee .
Implication: For investors, Zinsner brings deep finance and semiconductor experience; however, his Intel executive status within a controlled-company framework elevates the need to scrutinize committee placement, recusal practices, and the rigor of Mobileye’s oversight of extensive Intel-related agreements –.