West Coast Community director reports IRA, trust stock
Newly reported director Alexander B. Potts discloses indirect holdings in West Coast Community Bancorp common stock via an IRA and a family trust.
Rhea-AI Filing Summary
West Coast Community Bancorp (WCCB) director Alexander B. Potts reported his initial ownership of the company’s Common Stock as required on a Form 3. The filing lists 7,078 shares held indirectly through an IRA and 25,276 shares held indirectly as self as trustee of the Potts Family Trust.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Potts Alexander B.
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 7,078 shares (Indirect, IRA);
Common Stock — 25,276 shares (Indirect, Self as Trustee of the Potts Family Trust)
Key Figures
Indirect IRA holdings: 7,078 shares
Indirect trust holdings: 25,276 shares
Reporting person role: Director
3 metrics
Indirect IRA holdings
7,078 shares
Common Stock held indirectly through an IRA as of September 15, 2026
Indirect trust holdings
25,276 shares
Common Stock held indirectly as self as trustee of the Potts Family Trust as of September 15, 2026
Reporting person role
Director
Alexander B. Potts’ relationship to West Coast Community Bancorp
Key Terms
Common Stock, IRA, indirect ownership, 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.
IRA financial
"Nature of ownership is described as IRA for one position"
An individual retirement account (IRA) is a savings account designed to help people put aside money for their retirement, often with tax advantages that encourage long-term savings. It matters to investors because it can grow over time, providing financial security later in life, and offers benefits that can reduce current taxes or allow investments to compound more effectively.
indirect ownership financial
"Shares are reported with indirect ownership through entities"
trustee financial
"Nature of ownership notes self as Trustee of the Potts 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 filing for WCCB by Alexander B. Potts report?
It reports Alexander B. Potts’ initial ownership in West Coast Community Bancorp, listing indirect holdings of common stock through an IRA and as self as trustee of the Potts Family Trust as of September 15, 2026.
AI-generated analysis. How Rhea-AI works. Not financial advice.
