2024-05-14T12:17:31-07:00 2023-12-31 205010912 ATI Financial Services LLC 1000 Brooktree Road - Suite 100 Wexford PA 15090 990PF 2023-01-01 847096887 Scott and Donna Dysert Foundation SCOT 7249339790 2207 Grandeur Drive Gibsonia PA 15044 Scott Dysert Trustee 7249339790 2024-04-16 Scott Dysert XXX-XX-XXXX true Justin Kovac P02485259 7249339790 2024-05-14 X 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 881165 X 3500 X 2983 2983 55747 340705 55747 0 0 0 62230 58730 0 0 1100 1100 1100 5 5 11 11 3970 3970 0 0 5086 5086 1100 31500 31500 36586 5086 32600 25644 53644 0 58844 13045 13045 0 0 412348 530545 798918 0 66487 69202 0 0 0 0 471192 610077 881165 0 0 0 48111 161352 48111 161352 X 423081 448725 423081 448725 471192 610077 423081 25644 448725 448725 1200 Shares of MRVL P 2023-01-05 2023-01-06 43409 0 60907 -17498 0 0 0 -17498 200 Shares of MRVL P 2023-01-05 2023-05-26 12495 0 10151 2344 0 0 0 2344 600 Shares of TTWO P 2023-01-05 2023-01-06 63154 0 98072 -34918 0 0 0 -34918 10 Jan 17, 2025 Put AMD P 2023-03-23 2023-03-24 7739 0 0 7739 0 0 0 7739 3 Jan 19, 2024 Put MRVL P 2023-01-06 2023-01-09 0 0 4428 -4428 0 0 0 -4428 300 Shares of AAPL P 2022-01-21 2023-05-05 52252 0 20224 32028 0 0 0 32028 200 Shares of AAPL P 2022-01-21 2023-06-13 36607 0 13483 23124 0 0 0 23124 200 Shares of COHR P 2022-01-06 2023-06-20 11442 0 14452 -3010 0 0 0 -3010 10 Jan 17, 2025 Put MRVL P 2023-11-07 2023-11-07 22445 0 29534 -7089 0 0 0 -7089 500 Shares of AAPL P 2022-01-21 2023-11-08 91162 0 33707 57455 0 0 0 57455 55747 -53850 746 0 746 0 746 0 X 47 793 0 false false false false false false false false true PA true false false false false false N/A ATI Financial Services LLC 7249339790 1000 Brooktree Road Wexford PA 15090 false false false false false false false false false false false false false false false false false false false false Scott Dysert 2207 Grandeur Drive Gibsonia PA 15044 Trustee 5.00 0 0 0 Donna Dysert 2207 Grandeur Drive Gibsonia PA 15044 Trustee 5.00 0 0 0 NONE 0 NONE 0 651544 0 0 651544 0 651544 9773 641771 32089 32089 746 746 31343 31343 31343 32600 32600 31343 0 0 4659 4074 6324 15057 32600 0 31343 1257 16314 0 0 0 0 0 16314 0 4659 4074 6324 1257 X North Country Meals on Wheels 3281 Wexford Road Gibsonia PA 15044 501(c)(3) Deliver Hot meals to homebound individuals 1000 United Service Organization PO Box 96860 Washington DC 20077 501(c)(3) Help support transitioningand deployed troops 1000 Wounded Warrior Project 4899 Belfort Road Suite 300 Jacksonville FL 32256 501(c)(3) Help America's injured veterans and their families 1000 Disabled American Veterans PO Box 145447 Cincinnati OH 45250 501(c)(3) Help disabled veterans 1000 Grove City College 100 Campus Drive Grove City PA 16127 501(c)(3) Help fund Grove City Collegefor education for young individuals 10000 Al's Bike Drive 1736 Feguson Road Suite 200 Allison Park PA 15101 501(c)(3) Provide bikes for families in needduring christmas 1000 Children's Hospital of Pittsburgh Foundation 4401 Penn Avenue Pittsburgh PA 15224 501(c)(3) Provide health services for children and their parents 1000 Inclusion Revolution 111 South Pineapple Avenue Sarasota FL 34236 501(c)(3) Human rights movementto provide jobs for individuals with intellectual and development disabilities 1000 The Bay Park Conservancy 655 N Tamiami Trail Sarasota FL 34236 501(c)(3) Supports the long-term plan for Sarsota Bayfront Area ensuring access for all 1000 UPMC Hillman Cancer Center 5150 Centre Avenue Suite 1B Pittsburgh PA 15232 501(c)(3) Improve diagnosis, treatmentand prevention of cancer 1000 Give Well 1914 Franklin Street 100335 Oakland CA 94612 501(c)(3) Identify outstanding giving opportunities 10000 Pittsburgh History and Landmark Foundation 100 West Station Square Drive Suite Pittsburgh PA 15219 501(c)(3) Historic preservation of architecture and landmarks in Pittsburgh, PA 500 Hillman Cancer Center 300 Halket St Pittsburgh PA 15213 501(c)(3) National Cancer institute who specializes in research, patient care, education, and community outreach 1000 Pittsburgh Children's Hospital Foundation 105 40th St Pittsburgh PA 15201 501(c)(3) Create healthier futures for allchildren through life-changing care andcutting edge research 1000 31500 14 2983 18 55747 58730 58730 false false false false false false false false false false ATI Financial Services Acctg and Tax Return 1100 1100 1100 1200 Shares of MRVL 2023-01 Purchased 2023-01 43409 60907 Cost -17498 200 Shares of MRVL 2023-01 Purchased 2023-05 12495 10151 Cost 2344 600 Shares of TTWO Purchased 2023-01 63154 98072 -34918 10 Jan 17, 2025 Put AMD 2023-03 Purchased 2023-03 7739 0 Cost 7739 3 Jan 19, 2024 Put MRVL 2023-01 Purchased 2023-01 0 4428 Cost -4428 300 Shares of AAPL 2022-01 Purchased 2023-05 52252 20224 Cost 32028 200 Shares of AAPL 2022-01 Purchased 2023-06 36607 13483 Cost 23124 200 Shares of COHR 2022-01 Purchased 2023-06 11442 14452 Cost -3010 10 Jan 17, 2025 Put MRVL 2023-11 Purchased 2023-11 22445 29534 Cost -7089 500 Shares of AAPL 2022-01 Purchased 2023-11 91162 33707 Cost 57455 Apple Inc. 101121 288795 Advanced Micro Devices Inc. 30828 59111 Coherent Corp 51743 56589 Indie SemiConductors 86010 81100 Take-Two Interactive Software 0 0 Brookfield Corp 8867 12036 IBM Corp 32033 32710 Lilly Eli & Co 90150 116584 Marvell Technology Inc 40604 48248 Microsoft Corp 33445 37604 Novo-Nordisk AS Vormal 32562 41380 Nvidia Corp 23182 24761 Call NVIDIA CORP EXP 1/17/25 32906 33088 CALL NVIDIA CORP EXP 6/20/25 33581 36114 Short Positions - Option Contracts 48111 161352 TD Ameritrade Investment Advice/Trading Fees 5 5 Net Investment Tax 3916 3916 Foreign Tax Paid 54 54