West Coast Community director lists 58,819 trust shares
Director Daniel R. Hightower reports indirect ownership of West Coast Community Bancorp common stock through a family trust and a Roth IRA.
Rhea-AI Filing Summary
West Coast Community Bancorp (WCCB) reported the initial equity holdings of director Daniel R. Hightower on a Form 3. The filing lists 58,819 shares of Common Stock held indirectly as “Self as Trustee of the Hightower Family Trust” and an additional 8,686 shares held indirectly through a Roth IRA.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Hightower Daniel R.
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 58,819 shares (Indirect, Self as Trustee of the Hightower Family Trust);
Common Stock — 8,686 shares (Indirect, Roth IRA)
Key Figures
Indirect shares via Hightower Family Trust: 58,819 shares
Indirect shares via Roth IRA: 8,686 shares
Holding entries reported: 2 entries
+2 more
5 metrics
Indirect shares via Hightower Family Trust
58,819 shares
Common Stock held indirectly as self as trustee of the Hightower Family Trust as of September 15, 2026
Indirect shares via Roth IRA
8,686 shares
Common Stock held indirectly through a Roth IRA as of September 15, 2026
Holding entries reported
2 entries
Two Common Stock holding entries reported for indirect ownership positions
Buy transactions
0
Transaction summary reports no buy transactions in this Form 3
Sell transactions
0
Transaction summary reports no sell transactions in this Form 3
Key Terms
Common Stock, indirect, Roth IRA, Trustee
4 terms
Common Stock financial
"The filing lists Common Stock positions held indirectly"
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
indirect financial
"All reported holdings are classified as indirect ownership"
Roth IRA financial
"An additional 8,686 shares are held indirectly through a Roth IRA"
A Roth IRA is a retirement savings account you fund with money that’s already been taxed, and withdrawals taken in retirement under the account rules are tax-free. It matters to investors because it shifts the tax bill to today instead of retirement, potentially increasing after-tax income later—think of it like paying for a lifetime subscription now so you can use it without extra charges in the future—helpful for long-term tax planning and flexibility.
Trustee financial
"58,819 shares are held as Self as Trustee of the Hightower Family Trust"
A trustee is a person or institution legally appointed to hold and manage assets or enforce an agreement on behalf of other people (beneficiaries). Think of a trustee as a neutral referee or custodian who must act in the beneficiaries’ best interests, follow the trust or contract rules, and handle distributions, recordkeeping and enforcement. Investors care because a trustworthy trustee protects their rights, ensures promised payments or remedies are delivered, and can influence recoveries if things go wrong.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does the Form 3 filed for WCCB disclose about Daniel R. Hightower’s holdings?
The Form 3 shows that director Daniel R. Hightower indirectly holds 58,819 shares of West Coast Community Bancorp Common Stock via the Hightower Family Trust and 8,686 shares through a Roth IRA.
Does the WCCB Form 3 show any recent buy or sell transactions by Daniel R. Hightower?
No. The entries are categorized as holdings of Common Stock with unknown transaction codes, and the transaction summary reports no buys or sells, only holding entries.
Is there any Rule 10b5-1 trading plan mentioned in Daniel R. Hightower’s WCCB Form 3?
No Rule 10b5-1 trading plan is reported. The form shows holdings only, with no indication that they are subject to a trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
