Spring Branch Grain Co
Lyle Wendt · Mitchell County, KS · Katie Rennick · client since 2025
338k bu at 86% priced
$1.7M under management
Self directedCosts are estimatesLast spoke in 23 days2 other findings(785) 555-6028
Lyle Wendt 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
5
292k bu priced, 86% of expected production.
Revenue locked
$1,477,121
-$78,129 of it over break-even.
Basis left open
0 bu
Board locked, cash price not yet settled.
Sold, not hauled
239k bu
Contracted bushels that still have to physically move.
Contracts
| Priced | Crop | Instrument | Bushels | Board | Basis | Net cash | Over cost | Delivery |
|---|---|---|---|---|---|---|---|---|
| Jun 23, 2026 | Wheat old crop | Basis | 100k bu | $5.35 | -$0.58 | $4.77 | -$0.85 -$85,255 | Oct 2026 Concordia Grain Not hauled |
| Jun 20, 2026 | Wheat new crop | Forward/HTA | 69k bu | $5.79 | -$0.64 | $5.15 | +$0.13 $8,970 | Jul 2027 Concordia Grain Not hauled |
| May 29, 2026 | Wheat old crop | Cash | 53k bu | $5.60 | -$0.57 | $5.03 | -$0.59 -$31,211 | Oct 2026 Concordia Grain Hauled |
| May 6, 2026 | Wheat new crop | Cash | 39k bu | $6.11 | -$0.64 | $5.47 | +$0.45 $17,550 | Jul 2027 Concordia Grain Not hauled |
| Apr 11, 2026 | Wheat new crop | Forward/HTA | 30k bu | $5.96 | -$0.55 | $5.41 | +$0.39 $11,817 | Jul 2027 Concordia Grain 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 |
|---|---|---|---|
| Apr 5, 2026 | Wheat | Declined | Recommended moving old crop, client is holding for a rally |
| Mar 30, 2026 | Wheat | Declined | Recommended moving old crop, client is holding for a rally |
| Mar 25, 2026 | Wheat | Check in | Season check in, no recommendation |
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.