Shortgrass Land & Cattle
Kirby Iverson · Thayer County, NE · Wes Tolliver · client since 2026
171k bu at 68% priced · 311 head at 62% sold
$1.4M under management
Price to the planCosts are estimatesLast spoke in 48 days2 other findings(785) 555-3605
Kirby Iverson has declined a recommendation 2 times on this account. That is a client's right on their own grain, and the dated record of it below is what protects both sides of the conversation later.
Contracts
3
116k bu priced, 68% of expected production.
Revenue locked
$947,259
$131,089 of it over break-even.
Basis left open
0 bu
Board locked, cash price not yet settled.
Sold, not hauled
116k bu
Contracted bushels that still have to physically move.
Contracts
| Priced | Crop | Instrument | Bushels | Board | Basis | Net cash | Over cost | Delivery |
|---|---|---|---|---|---|---|---|---|
| Apr 15, 2026 | Wheat new crop | Forward/HTA | 32k bu | $5.79 | -$0.18 | $5.61 | +$0.19 $5,985 | Jul 2027 Superior Crush Not hauled |
| Mar 9, 2026 | Wheat new crop | Forward/HTA | 32k bu | $6.17 | -$0.26 | $5.91 | +$0.49 $15,484 | Jul 2027 Superior Crush Not hauled |
| Dec 13, 2025 | Wheat new crop | Forward/HTA | 53k bu | $5.97 | -$0.21 | $5.76 | +$0.34 $17,986 | Jul 2027 Superior Crush Not hauled |
Net cash is the board plus the basis, which is the only price the family is actually paid. Where the basis is open the stored figure is today's estimate rather than a settled price, so the average across the account moves until somebody fixes it.
What was advised, and what they decided
| Date | Crop | Outcome | Recommendation |
|---|---|---|---|
| Aug 7, 2026 | Wheat | Declined | Recommended moving old crop, client is holding for a rally |
| Apr 11, 2026 | Wheat | Declined | Recommended moving old crop, client is holding for a rally |
| Mar 23, 2026 | Wheat | Check in | Season check in, no recommendation |
| Dec 2, 2025 | Wheat | Priced | Booked a forward contract inside the insurance guarantee |
| Dec 1, 2025 | Wheat | No answer | Left a message about an expiring order |
TODO: the contact history in this demo is synthetic. These are invented conversations and they must be cleared before anybody outside the desk sees this page. The record itself is the point: it is the least glamorous thing in the product and probably the most valuable.