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William R. Jellison

Director at MDT
Board

About William R. Jellison

William R. Jellison (age 67) is an independent director of Medtronic plc, appointed effective August 19, 2025. He is a retired medical technology finance executive and former Chief Financial Officer of Stryker Corporation (2013–2016), with prior senior finance roles at Dentsply International and Donnelly Corporation. On the Medtronic board, he serves on the Growth Committee and the Operations Committee; he is designated independent under NYSE standards. As a newly appointed director post-FY25, historical meeting attendance metrics do not apply to him for FY25.

Past Roles

OrganizationRoleTenureCommittees/Impact
Stryker CorporationVice President, Chief Financial Officer2013–2016Senior finance leadership at a global Fortune 500 MedTech company
Dentsply InternationalMultiple leadership positions, including CFO15 years (dates not itemized)Corporate finance leadership across roles
Donnelly CorporationVP Finance, Treasurer, Corporate ControllerNot disclosedBroad financial management responsibilities

External Roles

OrganizationRoleTenureCommittees/Notes
Anika Therapeutics, Inc.Director2024–Present
Aviant CorporationDirector2015–PresentPrior Chair of the Audit Committee (per proxy bio)
Masimo CorporationDirector2024–Aug 2025Former Chair of the Audit Committee
SolenisDirectorNot disclosed
Young Innovations, Inc.DirectorNot disclosed
Astor Place Holdings (Select Equity PE arm)Senior AdvisorNot disclosedAdvisory capacity in MedTech investing

The Medtronic nominees table lists “Other Current Public Boards” for Jellison as 2 at nomination time.

Board Governance

ItemDetail
IndependenceIndependent (affirmed by the Board under NYSE standards)
Medtronic Board CommitteesGrowth Committee (Member); Operations Committee (Member)
Director Since2025 (effective August 19, 2025)
Board/Committee Meetings FY25Board held 5 regular meetings and 1 special meeting in FY25; executive sessions of independent directors occurred at each regular Board and committee meeting
AttendanceMedtronic disclosed each director attended ≥75% of total meetings of the Board/committees on which they served in FY25; Jellison joined after FY25 and is not included in that measure
Lead Independent DirectorCraig Arnold (also Chair, Nominating & Corporate Governance Committee)
Risk OversightCommittee-aligned risk coverage; Quality, Audit & Finance, Compensation & Talent, Growth, Nominating & Corporate Governance, and Operations

Fixed Compensation

ComponentAmount/TermsNotes
Annual Cash Retainer (Non-Employee Directors)$175,000Paid mid-year and year-end; reduced 25% if <75% attendance
Committee Chair StipendsAudit $25,000; Comp $20,000; N&CG $20,000; Finance & Financial Risk $20,000; Quality $20,000; Science & Technology $20,000LID stipend $40,000; non-chair Audit members receive an additional $15,000
Annual Equity (RSUs)$175,000 grant-date valueVests on 1-year anniversary; dividends accrue as additional units; pro-rated grants for partial-year service; reduced 25% if <75% attendance
Program Changes FY25NoneNo changes to non-employee director compensation in FY25

As Jellison was appointed August 19, 2025 (after FY25 year-end of April 25, 2025), he does not appear in the FY25 director compensation table; equity grants are made annually with pro-rata provisions for partial-year service.

Performance Compensation

Non-employee director pay at Medtronic does not include performance-conditioned incentives; director equity consists of time-based RSUs with 1-year vesting (no performance metrics).

Other Directorships & Interlocks

CompanySector/NotesPotential Interlock/Conflict Considerations
Anika Therapeutics, Inc. (current)Orthopedics/biologicsNo related-party transaction disclosed with Medtronic; Board affirms independence
Aviant Corporation (current)Materials (industrial)No Medtronic-related transaction disclosed; Board affirms independence
Masimo Corporation (former; through Aug 2025)Patient monitoring/MedTechFormer audit chair; no ongoing role at time of MDT 2025 AGM
Solenis; Young Innovations, Inc. (current)Industrial chemicals; dental productsNot flagged as related parties; independence affirmed by Board

Medtronic’s “Director Independence” review identified transactional relationships for certain directors (Arnold, Lewis, Lee, Fonseca) as immaterial; no such relationships are identified for Jellison.

Expertise & Qualifications

  • Finance/accounting and strategic transactions; retired CFO (Stryker), former CFO (Dentsply); prior corporate controller/treasurer roles.
  • Healthcare industry experience and executive leadership in MedTech; Board skills matrix credits Jellison with Executive Leadership, Finance/Accounting/Strategic Transactions, Healthcare Industry, and Global Operations.
  • Audit leadership: prior Chair of Audit Committee at Avient and Masimo.

Equity Ownership

CategoryAmountDate/Notes
Beneficially Owned Shares0As of August 14, 2025, Jellison listed with “—” (none)
Shares Acquirable Within 60 Days0As of August 14, 2025
Outstanding RSUs/DSUs at FY25 Year-EndNot listedJellison not included in FY25 RSU/DSU table due to appointment post-FY25
Director Ownership Guidelines5x annual Board retainer; must retain 75% of after-tax shares until guideline met; directors in compliance as of May 1, 2025, with newer directors expected to progress over timePolicy applies; compliance snapshot predates Jellison’s appointment

Governance Assessment

  • Board fit and effectiveness: Jellison’s finance pedigree (CFO at Stryker; Dentsply CFO) and prior audit chair roles align with Medtronic’s new Growth and Operations committees, signaling focus on portfolio and margin-improvement oversight.
  • Independence and conflicts: Board affirmatively determined independence; no Jellison-related party transactions disclosed; governance policies require N&CG Committee review/approval of any related-party transactions.
  • Alignment and incentives: Non-employee director pay is balanced between cash ($175K) and equity ($175K RSUs; 1-year vest), with ownership guideline of 5x retainer and 75% retention until met. Early tenure (0 shares as of Aug 14, 2025) is typical for a new appointee and should trend toward compliance with guidelines over time.
  • Shareholder-sensitivity signals: Strong 2024 Say-on-Pay support (92.93%) and use of an independent compensation consultant (Semler Brossy). Medtronic discloses a clawback policy, ownership/holding requirements, and prohibition on hedging/pledging for executives; directors are subject to a separate Code of Business Conduct and Securities Trading Policy.
  • RED FLAGS: None specific to Jellison identified in FY25 disclosures. Watch items include initial lack of personal share ownership (common for new directors but relevant for alignment until guideline compliance) and any future overlap with Medtronic markets from external roles; Board’s independence review did not flag Jellison.

Supporting context on Medtronic’s governance: Lead Independent Director oversight and executive sessions at every regular meeting; committee-based risk oversight; robust director compensation disclosure and stock ownership/retention policy.

Company-level investor sentiment indicator: Say-on-Pay approval of 92.93% in 2024; the Compensation & Talent Committee engages in shareholder outreach and uses an independent consultant (Semler Brossy).

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Best AI for Equity Research

Performance on expert-authored financial analysis tasks

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o348.3%
GPT 546.9%
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Qwen 3 Max32.7%