Velarion · Company Intelligence
Compensation Brief
Fiscal year 2025 · Filings through 2026-07-27

Lyell Immunopharma, Inc. (LYEL)

Fiscal year 2025 executive and director compensation, incentive-plan design, equity activity, and governance — every figure in this brief is traceable to its exact location in the company’s SEC filing — the document, the section, the page, and the table, linked directly.

$4,222,265
Lynn Seely total, FY2025
CEO pay percentile vs peers
CEO-to-median pay ratio
99.94%
Say-on-pay support, latest vote
Companies that benchmark against LYEL
6 companies name LYEL as a compensation peer

Each company listed discloses LYEL in its own benchmarking peer group, as disclosed in each company's most recent proxy statement within the last two proxy seasons. Two companies are therefore absent by design: one that named LYEL in an earlier year and no longer does, and one whose own most recent disclosure is older than the last two seasons.

01

Summary Compensation Table — fiscal year 2025

Named executive officerSalaryBonusStock awardsOption awardsNon-equity incentivePension / NQDCAll otherTotal
Lynn Seely$690,173$0$186,806$2,907,551$414,000$0$23,735$4,222,265
President, Chief Executive Officer and Director
Stephen Hill529,473062,2691,183,606291,50009,5912,076,439
Chief Operating Officer
Gary Lee520,015062,2691,093,547260,00006,7901,942,621
Chief Scientific Officer

A dash means the company reported no figure in that column; 0 means it reported zero. Figures are as printed in the filing, without adjustment.

Three-year trend — total compensation per named executive

Named executive officerFY2025 totalFY2024 totalFY2023 totalΔ FY20242025
Lynn Seely$4,222,265$1,495,376+2,726,889
Stephen Hill2,076,4391,342,842+733,597
Gary Lee1,942,621

Prior-year totals as disclosed in the corresponding proxy; deltas are computed values with the derivation shown in the register.

02

Equity transactions since the proxy statement was filed

Every insider equity transaction reported on Form 4 after the 2025 proxy statement — acquisitions, dispositions, exercises, and withholdings — and therefore not reflected in any table in that document.

InsiderRoleTransaction dateCodeSharesPriceValueSecuritySource
Lynn SeelyDirector2026-05-11D388$19$7,337CommonForm 4 ↗
Veronica Sanchez BulisVP, Corporate Controller2026-05-11D217194,103CommonForm 4 ↗
Stephen HillChief Operating Officer2026-05-11D89191,684CommonForm 4 ↗
Gary LeeChief Scientific Officer2026-05-11D130192,460CommonForm 4 ↗
Richard KlausnerDirector2026-06-10A9,25000Derivative, Class A CommonForm 4 ↗
David ShookChief Medical Officer2026-06-10D1,9771324,989CommonForm 4 ↗
Sumant RamachandraDirector2026-06-10A9,25000Derivative, Class A CommonForm 4 ↗
William RieflinDirector2026-06-10A9,25000Derivative, Class A CommonForm 4 ↗
Catherine FriedmanDirector2026-06-10A9,25000Derivative, Class A CommonForm 4 ↗
Otis BrawleyDirector2026-06-10A9,25000Derivative, Class A CommonForm 4 ↗
Mark BachledaDirector2026-06-10A9,25000Derivative, Class A CommonForm 4 ↗
Innovative Cellular Therapeutics Holdings LtdGreater-than-10% holder2026-06-15D66,50000CommonForm 4 ↗
Innovative Cellular Therapeutics Holdings LtdGreater-than-10% holder2026-06-29D76,00000CommonForm 4 ↗
Innovative Cellular Therapeutics Holdings LtdGreater-than-10% holder2026-07-16D1014137CommonForm 4 ↗
Innovative Cellular Therapeutics Holdings LtdGreater-than-10% holder2026-07-17D1014137CommonForm 4 ↗
Innovative Cellular Therapeutics Holdings LtdGreater-than-10% holder2026-07-27D38,50000CommonForm 4 ↗
Innovative Cellular Therapeutics Holdings LtdGreater-than-10% holder2026-07-27D44,00000CommonForm 4 ↗

Transaction codes per Form 4: A acquisition · S open-market sale · F tax withholding · M option exercise · G gift. Value = shares × price as reported. Dividend-equivalent and fractional-share accrual rows (derivative Class A, under $10,000 and under 2,000 shares) are aggregated per date; every row appears in full below.

03

Grants of plan-based awards — fiscal year 2025

ExecutiveAwardGrant dateThresholdTargetGrantedMaximumGrant-date fair value
Stephen HillOTHER$62,269
Gary LeeOTHER62,269
Lynn SeelyOTHER186,806
03b

Vehicle mix — grant-date fair value by award type

Grant-level vehicle detail not disclosed.

% performance-vested = PSU grant-date fair value ÷ (RSU + PSU + Options), a computed value with the derivation shown in the register.

04

Outstanding equity awards at fiscal year-end 2025

ExecutiveAwardShares unvestedExercise priceMarket value unvested
Gary LeeOption68,00017.23
Gary LeePSU5,000153,900
Lynn SeelyPSU25,000769,500
Stephen HillRSU4,569140,634
Stephen HillPSU5,000153,900
Gary LeeRSU4,000123,120
Gary LeeRSU4,569140,634
Gary LeeOption10,82736
Lynn SeelyOption175,00017.23
Lynn SeelyOption53,43211.07
Stephen HillOption13,11942.6
Gary LeeOption8,75042.6
Stephen HillRSU4,000123,120
Stephen HillOption17,80911.07
Gary LeeOption17,80911.07
Stephen HillOption10,82736
Stephen HillOption75,00017.23
Lynn SeelyRSU20,000615,600
Lynn SeelyRSU13,710421,994
05

Incentive-plan design — the Compensation Discussion & Analysis

Our equity-based incentive awards are designed to align the Company's interests and those of our stockholders with those of our employees and consultants, including our named executive officers.

CEO STI target (% of salary)60%
CEO LTI target (% of salary)
Independent consultantAlpine
Clawback policyTrue
Anti-hedgingTrue
Anti-pledgingTrue
06

Say-on-pay — recent advisory votes

Meeting yearMeeting dateForAgainstAbstainSupportOutcome
20262026-06-1011,860,2186,613410,70999.94%Passed
20252025-05-15160,688,7451,547,34465,69799.05%Passed
20242024-06-14108,778,03646,997,7368,235,02269.83%Passed
20232023-06-16131,476,8343,278,72119,180,84497.57%Passed

Rows are labeled by annual-meeting year, with the meeting date beside each; the vote held in a given year acts on the prior fiscal year's compensation.

Say-on-pay — history, company's computation

Meeting yearMeeting dateApproval — company's computation
20262026-06-1099.94%a
20252025-05-1599.05%b
20242024-06-1469.83%c

a. Approved under the standard stated in the filing — “Abstentions and broker non-votes, if any, will have no effect and will not be counted towards the vote total for any proposal.”.

b. Approved under the standard stated in the filing — “Abstentions and broker non-votes, if any, will have no effect and will not be counted towards the vote total for any proposal.”.

c. Approved under the standard stated in the filing — “Abstentions and broker non-votes, if any, will have no effect and will not be counted towards the vote total for any proposal.”.

Approval percentages are the company's own reported computations under its own stated standard, not recomputed by Velarion. Where a company does not state a standard, none is assumed.

07

CEO pay ratio

Ratio (CEO : median employee)
CEO total compensation
Median employee compensation
08

Director compensation — fiscal year 2025

DirectorCash feesStock awardsOption awardsNon-equity incentiveAll otherTotal
Mark BachledaIndependent · Nominating/Governance$30,606$0$120,091$0$0$150,697
Catherine FriedmanIndependent · Lead Independent Director · Audit · Compensation (Chair)105,000037,60900142,609
Richard KlausnerNot independent85,000037,60900122,609
William RieflinIndependent · Audit (Chair) · Compensation77,500037,60900115,109
Elizabeth NabelIndependent · Audit · Nominating/Governance65,000037,60900102,609
Otis BrawleyIndependent · Nominating/Governance (Chair)60,000037,6090097,609
Sumant RamachandraIndependent · Compensation56,307037,6090093,916
Robert NelsenIndependent · Not standing for re-election · Departed during FY21,46400021,464
Lynn SeelyEmployee director00000
09

Board fee structure and ownership guideline

Annual cash retainer$50,000
Annual equity retainer$300,000
Per board meeting fee
Committee chair fees (audit / comp / nom-gov)20,000 / 15,000 / 10,000
Stock ownership guideline
09b

Total cost of the board

ComponentFY2025
Cash retainers and fees$500,877
Equity awards (grant-date value)$0
All other compensation$0
Total cost of the board$500,877

Computed as the sum of the director compensation table rows above; inputs and formula shown in the register.

10b

Chief executive pay against the peer group

Most recent fiscal-year chief executive compensation at each disclosed peer, taken from that company's own proxy statement.

RankCompanyFYChief executiveSalaryStock awardsOption awardsNon-equity incentiveTotal
1Lyell Immunopharma, Inc.2025Lynn Seely$690,173$186,806$2,907,551$414,000$4,222,265

Each peer's compensation is from its most recently filed proxy; fiscal years differ by company. Each peer's figures come from its own filings; the subject company is highlighted. Peers whose chief executive compensation is outside our coverage universe are stated as such, never left blank.

FAQ

Frequently asked questions

Who was the highest-paid executive at Lyell Immunopharma, Inc. in fiscal 2025?
The highest-paid executive at Lyell Immunopharma, Inc. in fiscal 2025 was Lynn Seely, President, Chief Executive Officer and Director, with total compensation of $4,222,265.
How does Lyell Immunopharma, Inc.'s chief executive pay compare to its disclosed peer group?
The filing does not disclose the CEO pay percentile relative to the peer group.
What is Lyell Immunopharma, Inc.'s CEO-to-median employee pay ratio?
The CEO-to-median employee pay ratio is not disclosed in this extract.
How did shareholders vote on Lyell Immunopharma, Inc.'s executive compensation?
Shareholders voted 99.94% in support of Lyell Immunopharma, Inc.'s executive compensation plan.
How much does Lyell Immunopharma, Inc. spend in total on board compensation for fiscal 2025?
Lyell Immunopharma, Inc. spent $500,877 on total board compensation for fiscal 2025.

Answers are drawn only from the figures disclosed in this brief and cited to their location in the source filing. Where a figure required for an answer is not disclosed, that is stated rather than estimated.

11

Source register

Each figure's location is given both for the eye (section · page · table · row · column) and for a script (table/row/column index and exact character span in the filed document). Any figure can be independently confirmed against the source.

#SupportsDocumentFiledAccessionLocation in document
1Section 01, Lynn SeelyDEF 14A2026-04-240001140361-26-016686Section “Summary Compensation Table” · page 29. As printed: 4,222,265. Filing ↗machine: r2 · c24 · span 450163–450172
2Section 01, Stephen HillDEF 14A2026-04-240001140361-26-016686Section “Summary Compensation Table” · page 29. As printed: 2,076,439. Filing ↗machine: r4 · c24 · span 459053–459062
3Section 01, Gary LeeDEF 14A2026-04-240001140361-26-016686Section “Summary Compensation Table” · page 29. As printed: 1,942,621. Filing ↗machine: r6 · c24 · span 467953–467962
4Section 03, Stephen Hill OTHERDEF 14A2026-04-240001140361-26-016686Section “TABLE OF CONTENTS INFORMATION REGARDING OUR BOARD OF DIRECTORS AND CORPORATE GOVERNANCE” · grants of plan-based awards table. Filing ↗machine: t107 · r4 · c12 · span 456745–456751
5Section 03, Gary Lee OTHERDEF 14A2026-04-240001140361-26-016686Section “TABLE OF CONTENTS INFORMATION REGARDING OUR BOARD OF DIRECTORS AND CORPORATE GOVERNANCE” · grants of plan-based awards table. Filing ↗machine: t107 · r6 · c12 · span 465970–465976
6Section 03, Lynn Seely OTHERDEF 14A2026-04-240001140361-26-016686Section “TABLE OF CONTENTS INFORMATION REGARDING OUR BOARD OF DIRECTORS AND CORPORATE GOVERNANCE” · grants of plan-based awards table. Filing ↗machine: t107 · r2 · c12 · span 448215–448222
7Section 07, pay ratio10-K2026-03-120001628280-26-017253Section “CEO Pay Ratio”. As printed: —. Filing ↗
8Section 08, Mark BachledaDEF 14A2026-04-240001140361-26-016686Section “Director Compensation”. As printed: 150,697. Filing ↗machine: t67 · r2 · c9 · span 281143–281150
9Section 08, Catherine FriedmanDEF 14A2026-04-240001140361-26-016686Section “Director Compensation”. As printed: 142,609. Filing ↗machine: t67 · r4 · c9 · span 285025–285032
10Section 08, Richard KlausnerDEF 14A2026-04-240001140361-26-016686Section “Director Compensation”. As printed: 122,609. Filing ↗machine: t67 · r5 · c9 · span 286835–286842
11Section 08, William RieflinDEF 14A2026-04-240001140361-26-016686Section “Director Compensation”. As printed: 115,109. Filing ↗machine: t67 · r9 · c9 · span 294643–294650
12Section 08, Elizabeth NabelDEF 14A2026-04-240001140361-26-016686Section “Director Compensation”. As printed: 102,609. Filing ↗machine: t67 · r6 · c9 · span 288914–288921
13Section 08, Otis BrawleyDEF 14A2026-04-240001140361-26-016686Section “Director Compensation”. As printed: 97,609. Filing ↗machine: t67 · r3 · c9 · span 282982–282988
14Section 08, Sumant RamachandraDEF 14A2026-04-240001140361-26-016686Section “Director Compensation”. As printed: 93,916. Filing ↗machine: t67 · r8 · c9 · span 292894–292900
15Section 08, Robert NelsenDEF 14A2026-04-240001140361-26-016686Section “Director Compensation”. As printed: 21,464. Filing ↗machine: t67 · r7 · c3 · span 289745–289751
16Section 08, Lynn SeelyDEF 14A2026-04-240001140361-26-016686Section “Director Compensation”. As printed: 0. Filing ↗
17Section 02, Lynn Seely 2026-05-11Form 42026-06-150001327111-26-000003Insider equity transaction reported since the proxy statement. Filing ↗
18Section 02, Veronica Sanchez Bulis 2026-05-11Form 42026-06-150002095702-26-000004Insider equity transaction reported since the proxy statement. Filing ↗
19Section 02, Stephen Hill 2026-05-11Form 42026-06-150001866154-26-000003Insider equity transaction reported since the proxy statement. Filing ↗
20Section 02, Gary Lee 2026-05-11Form 42026-06-150001907345-26-000003Insider equity transaction reported since the proxy statement. Filing ↗
21Section 02, Richard Klausner 2026-06-10Form 42026-06-120001591178-26-000002Insider equity transaction reported since the proxy statement. Filing ↗
22Section 02, David Shook 2026-06-10Form 42026-06-110001959742-26-000002Insider equity transaction reported since the proxy statement. Filing ↗
23Section 02, Sumant Ramachandra 2026-06-10Form 42026-06-120001439368-26-000002Insider equity transaction reported since the proxy statement. Filing ↗
24Section 02, William Rieflin 2026-06-10Form 42026-06-120001182471-26-000002Insider equity transaction reported since the proxy statement. Filing ↗
25Section 02, Catherine Friedman 2026-06-10Form 42026-06-120001411874-26-000002Insider equity transaction reported since the proxy statement. Filing ↗
26Section 02, Otis Brawley 2026-06-10Form 42026-06-120001213029-26-000007Insider equity transaction reported since the proxy statement. Filing ↗
27Section 02, Mark Bachleda 2026-06-10Form 42026-06-120001887762-26-000002Insider equity transaction reported since the proxy statement. Filing ↗
28Section 02, Innovative Cellular Therapeutics Holdings Ltd 2026-06-15Form 42026-06-180001140361-26-025796Insider equity transaction reported since the proxy statement. Filing ↗
29Section 02, Innovative Cellular Therapeutics Holdings Ltd 2026-06-29Form 42026-07-010001140361-26-027140Insider equity transaction reported since the proxy statement. Filing ↗
30Section 02, Innovative Cellular Therapeutics Holdings Ltd 2026-07-16Form 42026-07-170001140361-26-028846Insider equity transaction reported since the proxy statement. Filing ↗
31Section 02, Innovative Cellular Therapeutics Holdings Ltd 2026-07-17Form 42026-07-200001140361-26-028955Insider equity transaction reported since the proxy statement. Filing ↗
32Section 02, Innovative Cellular Therapeutics Holdings Ltd 2026-07-27Form 42026-07-270001140361-26-029791Insider equity transaction reported since the proxy statement. Filing ↗
33Section 02, Innovative Cellular Therapeutics Holdings Ltd 2026-07-27Form 42026-07-270001140361-26-029817Insider equity transaction reported since the proxy statement. Filing ↗
34Section 06, 2026 voteForm 8-K2026-06-150001193125-26-271071Item 5.07 · say-on-pay result. As reported: 99.94% (votes for as printed: 11,860,218). Filing ↗
35Section 06, 2025 voteForm 8-K2025-05-210001193125-25-123970Item 5.07 · say-on-pay result. As reported: 99.05% (votes for as printed: 160,688,745). Filing ↗
36Section 06, 2024 voteForm 8-K2024-06-140001193125-24-161601Item 5.07 · say-on-pay result. As reported: 69.83% (votes for as printed: 108,778,036). Filing ↗
37Section 01 trend, Δ column (computed)ComputedcomputedΔ = current-FY total − prior-FY total per named officer.machine: formula: Δ = FY(n) − FY(n−1)
38Section 09b board cost (computed)ComputedcomputedCash 500,877 + equity 0 + all other 0 = 500,877, summed across the director compensation table rows.machine: formula: Σ = 500,877
39Lyell Immunopharma, Inc. (subject), Section 10b CEO totalDEF 14A2026-04-240001140361-26-016686CEO total compensation as printed in Lyell Immunopharma, Inc.'s own proxy. As printed: 4,222,265. Filing ↗machine: r2 · c24 · span 450163–450172