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.

Available on EDGAR 09/15/2026 - 06:32 PM EDT Accepted by SEC EDGAR 09/15/2026 - 06:32 PM EDT Learn about SEC filing dates

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.

Insider Trade Summary

Holdings reported, no transactions

Holdings

Insider Potts Alexander B.

Role Director

Type	Security	Shares	Price	Value
Holding	Common Stock	--	--	--
Holding	Common Stock	--	--	--

Holdings: 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.

How many WCCB shares does Alexander B. Potts hold through his IRA?

Alexander B. Potts is reported to hold 7,078 shares of West Coast Community Bancorp common stock indirectly through an IRA account.

How many WCCB shares are held in the Potts Family Trust?

The filing shows 25,276 shares of West Coast Community Bancorp common stock held indirectly by Alexander B. Potts as self as trustee of the Potts Family Trust.

Is the WCCB Form 3 filing reporting a new purchase or sale of shares?

No. The Form 3 for West Coast Community Bancorp reports holdings only and does not report any buy or sell transactions; it discloses the number of shares owned indirectly as of the reported date.

Does Alexander B. Potts hold WCCB shares directly or indirectly?

According to the Form 3, all reported West Coast Community Bancorp common stock is held indirectly by Alexander B. Potts, through an IRA and as self as trustee of the Potts Family Trust.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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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^*

Potts Alexander B.

(Last) (First) (Middle)

C/O WEST COAST COMMUNITY BANCORP

75 RIVER STREET

(Street)

SANTA CRUZ CALIFORNIA 95060

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
09/15/2026

3. Issuer Name and Ticker or Trading Symbol
West Coast Community Bancorp [ WCCB ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)
	Director

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)
Common Stock	7,078	I	IRA
Common Stock	25,276	I	Self as Trustee of the Potts Family Trust

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:

Remarks:

	/s/Angela Ervine as attorney-in-fact	09/15/2026
	** 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.
* Form 3: SEC 1473 (03-26)