Shortgrass Land & Cattle
Kirby Iverson · Thayer County, NE · Wes Tolliver · client since 2026
171k bu at 68% priced · 311 head at 92% sold
$1.3M under management
Price to the planCosts are estimatesLast spoke in 33 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
$1,003,527
$97,028 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 |
|---|---|---|---|---|---|---|---|---|
| Jul 1, 2026 | Wheat new crop | Forward/HTA | 32k bu | $5.69 | -$0.52 | $5.17 | -$0.25 -$7,875 | Jul 2027 Superior Crush Not hauled |
| May 25, 2026 | Wheat new crop | Forward/HTA | 32k bu | $6.05 | -$0.60 | $5.45 | +$0.03 $948 | Jul 2027 Superior Crush Not hauled |
| Feb 28, 2026 | Wheat new crop | Forward/HTA | 53k bu | $5.86 | -$0.55 | $5.31 | -$0.11 -$5,819 | 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 |
|---|---|---|---|
| Oct 23, 2026 | Wheat | Declined | Recommended moving old crop, client is holding for a rally |
| Jun 27, 2026 | Wheat | Declined | Recommended moving old crop, client is holding for a rally |
| Jun 8, 2026 | Wheat | Check in | Season check in, no recommendation |
| Feb 17, 2026 | Wheat | Priced | Booked a forward contract inside the insurance guarantee |
| Feb 16, 2026 | 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.