PROC. ENTOMOL. SOC. WASH. 107(3). 2005, pp. 501-509 PHYLOGENETIC RELATIONSHIPS AMONG THE SPECIES OF PANTHIADES HUBNER (LYCAENIDAE: THECLINAE: EUMAEINI) Robert K. Robbins Department of Entomology, RO. Box 37012, NHB Stop 127. Smithsonian Institution, DC Washington, 20013-7012, U.S.A. (e-mail: [email protected]) — Abstract. A species level phylogenetic analysis ofPanthiades Hiibner was performed using twelve characters of wing pattern, androconia, and male and female genitalia. The purposes were to determine whether Panthiades is monophyletic without Cycnus Hiibner and to provide a cladogram for a project on the evolution of "false head" wing patterns. Parsimony analysis with all characters unordered yielded two trees. One was the strict consensus of the two trees, and the other was the only most parsimonious tree when one ofthe multi-state characters was ordered. Panthiades is characterized by five hypothesized synapomorphies. If Cycnus is recognized, Panthiades is not monophyletic on either of the most parsimonious cladograms. The "classic" false head wing patterns in Panthiades appear to have evolved once. Key Words: hairstreaks, false head hypothesis, Cycnus Nicolay's (1976) taxonomic treatment of unclear whether the classic "false head" Panthiades Hiibner and Cycnus Hiibner has wing pattern evolved once or twice in the been stable with minor exceptions. Robbins Panthiades!Cycnus lineage, especially since (2004a, b) changed two specific epithets for Nicolay (1976) placed one in Cycnus and nomenclatural reasons and synonymized one in Panthiades. the monotypic Cycnus with Panthiades, In this paper, I infer phylogenetic rela- stating that Panthiades was probably not tions among the eight species ofPanthiades monophyletic without Cycnus. Consistent for the purposes of assessing the monophy- with this synonymy, Nicolay (1976:3) had ly of Panthiades without Cycnus and of noted that "the entry of the ductus semin- providing a cladogram for ongoing studies alis on the ventral-lateral side ofthe corpus ofthe evolution of wing patterns associated bursae" is shared by Panthiades and Cyc- with the "false head" hypothesis. nus, but not by other close relatives. Materials and Methods Panthiades is of biological interest be- cause it contains two species, P. bathildis Coded characters were derived from a (Reakirt) and P. phaleros (L.), that have comparison of adult morphology using wing patterns (Fig. 10) traditionally asso- 1,009 pinned specimens of Panthiades in ciated with the "false head" hypothesis of the National Museum of Natural History, predator avoidance (Robbins 1980). These Smithsonian Institution, Washington, DC, wing patterns show a significantly greater USA. plus numerous specimens borrowed incidence of unsuccessful predator attacks from other museums. In addition, 41 geni- directed to the "false head" than other ly- talic dissections of both sexes of the eight caenid wing patterns (Robbins 1981). It is Panthiades species were examined. Pan- 502 PROCEEDINGS OF THE ENTOMOLOGICAL SOCIETY OF WASHINGTON Table L Character matrix lor I'diithiiulcs. The outj^roups are the type species of Parrhasius, Thepytus, and Porthecld. Characters and their states are detailed in the text. Cliaractcrs ) VOLUME NUMBER 107, 3 503 has one state in Panthiades and a second 4). It is unclear whether these scales form state in all other Panthiades Section genera, a scent patch, but I tentatively treat them as so it does not affect the inferred phyloge- androconia because they are restricted to netic relations within the genus. males. They occur in three species of Pan- Character 1: Ventral hindwing postme- thiades, one Thepytus, and two Parrhasius dian line segment in cell Sc+Rl-Rs (0) co- (Nicolay 1979). The size and shape of the linear with remainder of postmedian line, black scales often varies geographically, at (1) basally displaced. In three Panthiades least in Panthiades and Parrhasius (Nico- species, the postmedian line is not recog- lay 1976, 1979). There is a patch of dark nizable, so these species were coded with a brown scales in P. aeolus between the scent question mark. pads on the disco-cellular veins and at the Dorsal wing pattern.-C/zarac?er 2: Dor- base ofvein M3 (Fig. 3, arrow B) thatcould sal wings of female with (0) shining blue- possibly be homologous with the black green iridescence, (1) a varying amount of scales, for which reason I code the second dull, "chalky" blue scales. The second character below with a question mark forP. character state is restricted in Panthiades to aeolus. P. bathildis and P. phaleros, where it varies Character 3: Scent pad in the discal cell within each species from no blue to a dull surrounded by a ring ofscales that are tight- blue sheen that is distinguishable from the ly attached to the Wing membrane (0) ab- shining iridescent blue-green of the other sent (Fig. 3), (1) present (Fig. 4). species. — Character 4: Black scent patch distal of Androconia. Androconia in Panthiades the discal cell (0) absent, (1) present (Fig. are restricted to the dorsal forewing and are composed ofthree parts. The first is a black 4, Mleatlteer Bg)e.nitalia.—As noted by Nicolay (rarely gray or tan) scent pad in the discal (1976), the genitalia ofPanthiades are more cell surrounded by a conspicuous ring of interspecifically variable than those of scales (Figs. 1-2, also fig. 122 in Eliot many other eumaeine genera. Five charac- 1973), which are usually gray in color. ters are coded. These androconia and the surrounding ring Character5: Number ofcornuti in penis of scales are tightly attached to the wing membrane. They occur in all Panthiades (0) 1, (1) 2. Cornuti are usually easily scored in eumaeines, including Panthiades. except P. aeolus (Fig. 3), but nowhere else However, outgroup genera Parrhasius and in the Eumaeini. The second part is a gray to dark char- Porthecla are problematic in that the folded vesica within the penis has patches of vary- coal colored scent pad that is universal in the Panthiades Section. It is distal of the ing sclerotization, making it difficult to de- ring of scales (Figs. 1-2, 4) and is, in turn, termine what is and is not a cornutus. De- composed of two parts. The first is very spite this problem in Parrhasius and Por- roughly oval and usually covers the upper thecla, for which reason they are coded and middle disco-cellular veins and parts of with question marks, the two states within the wings basal and distal of these veins Panthiades are clear. (Fig. 2). There is sometimes a second part Character 6: Gnathos tips (0) flared. ( 1 at the base of vein M3 (most conspicuous not flared. Modification of the gnathos is in P. aeolus. Fig. 3, arrow C), but its pres- unusual in the Panthiades Section, and the ence is intraspecifically variable in some first state was illustrated by Nicolay ( 1976). species, such as P. bitias, for which reason The gnathos of P. aeolus have a laminate it is not coded. carina (sensu Field 1967) at the elbow, but The third part is a patch of black scales, it is the only species in the Panthiades Sec- usually on the distal half of the wings (Fig. tion with such a clearly developed carina 504 PROCEEDINGS OF THE ENTOMOLOGICAL SOCIETY OF WASHINGTON Figs. 1-4. Dorsal forewing androconia. 1, Panthiadesphaleros, arrow A points to ring ofscales around one scent pad (Character 3), arrow B to second scent pad distal ofring ofscales. 2, P. phaleros wing slide showing scent pads in relation to wing veins, arrows A and B as in previous figure. 3, P. aeolus, arrow A points to scent pad covering the upper disco-cellular veins, arrow B points to dark scales that may be androconia, arrow C to scent pad at base of vein M3. 4, P. ochus, letter B is in middle of dark scales that may be androconia (Char- acter4). on the elbow, for which reason it was not aspect (0) roughly triangular, but more than coded. twice as long as wide (Fig. 5), (1) duplex Character 7: Ventral surface of valvae with a well-developed internal ridge de- fused anteriorly (0) 0-30% of length, (1) marcating the two parts (Fig. 6), (2) roughly 30-50% of length, (2) 50-70% of length, an equilateral triangle (Fig. 7). Because the (3) 70-100% oflength. Nicolay (1976) first valva of outgroup P. polibetes is so differ- reported the fused valvae in Panthiades ent in shape from that in Panthiades (cf. fig. (Figs. 5-7). 2 in Nicolay 1979), it is coded with a ques- Character 8: Shape of valva in ventral tion mark. — VOLUME NUMBER 107, 3 505 Figs. 5-7. Male genitalia saccus and valvae in ventral aspect (anterior is down, digitized from Nicolay 1976). 5, Panthiades aeolus, each valva is longer than wide. 6, P. phaleros, each valva is duplex, separated by a well-developed internal ridge (arrow). 7, P. boreas, each valva is roughly an equilateral triangle. Character 9: Ventral of the notch where Female genitalia. Character 10: Signa the labides meet, the length ofthe presumed (0) skillet-shaped (Fig. 8), (1) rectangular remnant uncus is (0) <0.05mm, (1) and narrow (fig. 22 in Nicolay 1976), (2) —0.1mm. So far as I am aware, the second with a single central spine (fig. 3 in Nicolay character state only occurs in Panthiades 1979). The skillet-shaped signa (Fig. 8, ter- and Thepytus. minology from Nicolay 1976) occurs only Fig. 8. Female genitalia (bursa copulatrix) ofPanthiades boreas in lateral (left) and ventral (right) aspects. Scale 1 mm. PROCEEDINGS OFTHE ENTOMOLOGICAL SOCIETY OF WASHINGTON 506 epytus 4 9 polibetes porthira aedus [59] [95] 2 7 8 bathikfs 1 7 10 11 12 10 1 2 1 ^phaleros 10 [65] [59] 5 -•— 3 7 8 1 3 2 hebraeus boreas [74] 4 6 M>4- ochus paphlagon Fig. 9. One oftwo most parsimonious cladograms (character 7 unordered, 17 steps, CI = 0.94, RI = 0.96) for Paiuhiades species. Thepytus epytus. Parrhasiuspolibetes. and Portheclaporthura are tiie outgroups. Char- acternumbers are placed above nodes and character state numbers below nodes. Open circles representreversal orconvergence ofthe character state at that node. Jackknife support is noted in brackets above each node. This cladogram is also the consensus ofthe two most parsimonious trees. VOLUME 107, NUMBER 3 507 Fig 10 Most parsimonious cladogram (character 7 ordered, 17 steps, CI = 0.94. RI = 0.96) lor Panthuules species. Thepytus epytus. Parrhasius polihetes, and Porthecla porihura are the outgroups. Character numbers are placed above nodes andcharacterstate numbers below nodes. Opencircles represent reversal orconvergence ofthe character state at that node. This cladogram is also one ofthe most parsimonious trees when character 7 wisinugnorpadtetreerdn.sTinheP.vbeantthrialldiwsinangdpPa.ttpehranloefroesacahppesapercitoeshaisvepleavcoeldveodnotnhceecilnatdhoegirraimm.meTdhieatcelascsoicmm"otanlsaencheestaodr. 508 PROCEEDINGS OF THE ENTOMOLOGICAL SOCIETY OF WASHINGTON in Panthiades, and the rectangular and nar- shaped, and (5) ductus seminahs arises on row signa occurs in P. phaleros (fig. 23 in the left ventral side of the corpus bursae. Nicolay 1976). Except for the first, these characters had Character 11: Lamella postvaginalis in been explicitly noted by Nicolay (1976). If ventral aspect (0) sclerotized and fan- P. phaleros is moved from Panthiades to shaped (Fig. 8), (1) not fan-shaped (Fig. 3 Cycnus, then Panthiades is not monophy- in Nicolay 1979). The first state occurs in letic on either of the most parsimonious Panthiades and not the other genera of the trees (Figs. 9, 10), whether character 7 is Panthiades Section. ordered or unordered. These results support Character 12: Origin of ductus semin- the classification in Robbins (2004b). alis (0) on the left ventral side ofthe corpus Panthiades bathildis and P. phaleros bursae (Fig. 8), (1) on the dorsal side ofthe have wing patterns that have traditionally corpus bursae. In the Panthiades Section, been associated with the "false head" hy- the origin is usually on the left side, but in pothesis (Robbins 1980, 1981). The phy- Parrhasius, it is very close to the center. logenetic results suggest that this wing pat- tern evolved in the ancestor ofthe two spe- Phylogenetic Analyses and Results cies (Fig. 10). In Nicolay's (1976) classifi- I analyzed the coded data (Table 1) using cation, this result was not evident. the Hennig86 "ie*" option, which searches exhaustively for the most parsimonious Acknowledgments cladograms. The analysis with character 7 I am grateful to Stan Nicolay for more unordered yielded two equally parsimoni- than I can everreasonably acknowledge, es- ous 17-step trees with a consistency index pecially sharing for three decades his broad of 0.94 and retention index of 0.96. The knowledge of the Neotropics and its eu- first (Fig. 9) is also the strict consensus tree. maeine fauna. Specifically for this paper, he The second (Fig. 10) is the only most par- allowed me to scan digitally his genitalia simonious tree when character 7 is treated drawings. For drawing the female genitalia as ordered. Successive weighting did not of P. boreas, I thank Vichai Malikul. For change the cladogram topology. Jackknife making suggestions on the manuscript, I support values are reported for the consen- thank Marcelo Duarte, Gerardo Lamas, Tia- sus tree (Fig. 9) and were slightly lower go Quental, John Shuey, and Andy Warren. than those for the other most parsimonious tree with character 7 ordered. In both ofthe Literature Cited most parsimonious trees, Panthiades is par- titioned into four monophyletic groups; P. Clench, H. K. 1961. Tribe Theclini, pp. 177-220. In aeolus, a lineage of P. phaleros and P. Ehrlich, P. R. and A. H. Ehrlich, How to Know the Butterflies, Brown Company, Dubuque, Iowa. bathildis, a lineage of P. bitias and P. he- D'Abrera, B.L. 1995. Butterflies ofthe Neotropicalre- braeus, and a lineage of P. ochus, P. paph- gion. Part VII. Lycaenidae. Hill House, Black lagon, and P. boreas. Rock, pp. I-xi + 1098-1270. Eliot, J. 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