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[Form 3] Medtronic plc Initial Statement of Beneficial Ownership

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

Medtronic director filing reports no beneficial ownership. The Form 3 shows William R. Jellison as a director of Medtronic plc (MDT) and indicates he does not beneficially own any ordinary shares or derivative securities. The filing was submitted as an initial statement and was signed by an attorney-in-fact. No transactions, holdings, or indirect ownership interests are reported.

Positive

  • None.

Negative

  • None.

Insights

TL;DR: Director listed but reports zero ownership; routine disclosure with limited investor impact.

The filing documents that William R. Jellison is identified as a director of Medtronic plc and has filed an initial Form 3 reporting no direct or indirect beneficial ownership of ordinary shares or derivative securities. This is a straightforward SEC Section 16 disclosure signaling that the individual currently holds no equity stake to disclose; it does not indicate any stock-based compensation, option grants, or transfers.

TL;DR: Administrative initial filing only; no material holdings or transactions disclosed.

The Form 3 is an initial ownership statement reflecting a reporting obligation rather than a market-moving event. Because the report shows zero shares and no derivatives, there is no immediate effect on share count, insider ownership metrics, or potential dilution. The document provides limited information for valuation or governance analysis beyond confirming the reporting relationship.

SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0104
Estimated average burden
hours per response: 0.5
1. Name and Address of Reporting Person*
Jellison William R

(Last) (First) (Middle)
C/O MEDTRONIC
710 MEDTRONIC PARKWAY

(Street)
MINNEAPOLIS MN 55432

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
08/19/2025
3. Issuer Name and Ticker or Trading Symbol
Medtronic plc [ MDT ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Ordinary Shares 0(1) D
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. No securities are beneficially owned.
Remarks:
/s/ Patricia Walesiewicz, attorney-in-fact 08/19/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
Medtronic

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