Protoxenidae fam. nov. (Insecta, Strepsiptera) from Baltic amber — a ‘missing link’ in strepsipteran phylogeny Blackwell Publishing, Ltd. HANS POHL, ROLF G. BEUTEL & RAGNAR KINZELBACH Accepted: 15 March 2004 Pohl, H., Beutel, R. G. & Kinzelbach, R. (2005). Protoxenidae fam. nov. ( Insecta, Strepsiptera) from Baltic amber — a ‘missing link’ in strepsipteran phylogeny. — Zoologica Scripta, 34, 57– 69. A male specimen of a new strepsipteran genus and species (Protoxenos janzeni gen. et sp. nov.) and family (Protoxenidae fam. nov.) found in Baltic amber is described and illustrated. It shows features which are apparently more plesiomorphic than in hitherto known strepsipterans, such as laterally inserted eight-segmented antennae, very robust mandibles with a broad base, a prominent galea, a comparatively short, transverse metapostnotum, hindwings that are feebly extended in a rostrocaudal direction, and equally sclerotized abdominal tergites and sternites. Based on a cladistic analysis of 46 characters of males of 11 genera and three outgroup taxa, P. janzeni is the sister group of all other known strepsipterans, and Mengea the sister group of Strepsiptera s.s. Eoxenos is the sister group of the remaining extant strepsipterans and Mengenillidae is therefore paraphyletic. Newly established groundplan features of Strepsiptera will facilitate the clarification of the systematic position of the Order in future studies. Hans Pohl & Ragnar Kinzelbach, Institut für Biodiversitätsforschung, Allgemeine und Spezielle Zoologie, Universitätsplatz 2, D-18055 Rostock, Germany. E-mail: [email protected] Rolf G. Beutel, Institut für Spezielle Zoologie und Evolutionsbiologie, FSU Jena, Germany Introduction The discovery of the single known specimen of Protoxenos janzeni gen. et sp. nov. at a fossil fair in Hamburg is a highlight in the history of strepsipteran studies. The group is poorly represented in the fossil record. The creation of Protoxenidae fam. nov. helps reduce the ‘morphological gap’ between the twisted winged parasites and the other endopterygote insects. The numerous autapomorphies of the endopterygote Strepsiptera remain the primary cause of the difficulties involved with the Order’s systematic placement. Despite intensive efforts, its phylogenetic position is still controversial. World-wide, there are c. 600 extant described strepsipteran species, traditionally classified within nine or 10 families ( Kinzelbach 1978, 1990; Pohl 2002). The second instar larvae of all species and the neotenic females of the Stylopidia are endoparasites of various higher taxa of insects including the Zygentoma, Blattaria, Mantodea, Orthoptera, Hemiptera, Hymenoptera and Diptera. In correlation with their parasitic life-style, they have evolved an extremely modified morphology and unusual life histories. Conspicuous characters of the males include reduced forewings, which resemble halteres and function in a similar manner, fan-shaped hindwings, and ‘raspberry’ compound eyes. Females are always wingless. © The Norwegian Academy of Science and Letters • Zoologica Scripta, 34, 1, January 2005, pp57– 69 They are free living in Mengenillidae and partly leave the larval exuviae. Stylopid females extrude from their host’s body wall only with the anterior part of their body; they remain enclosed in the exuviae and form a functional unit with them within the host. Kinzelbach (1971a,b, 1978, 1990) and Kathirithamby (1989) have provided comprehensive reviews of the biology, morphology and systematics of the Strepsiptera. Nearly all records of fossil Strepsiptera are of free-living males found in Baltic or Dominican amber, which were likely trapped on the sticky surface of fresh resin ( Table 1). There are a few exceptions: one primary larva of Stichotrema eocaenicum ( Haupt, 1950) (Myrmecolacidae) found in Eocene brown coal of the Geiseltal near Halle an der Saale (Kinzelbach & Lutz 1985), a stylopized Camponotus sp. (Hymenoptera: Formicidae) with two male puparia of Myrmecolacidae, found in Middle Eocene Messel oil slate (Lutz 1990), and one female of a purported species of Myrmecolacidae parasitizing a prionomyrmecine ant, found in Baltic amber ( Pohl & Kinzelbach 2001). Most of the fossils found so far are closely related (or nearly identical) to representatives of extant genera or species, in particular those extracted from Dominican amber ( Kathirithamby & Grimaldi 1993; Kinzelbach & Pohl 1994; Pohl & Kinzelbach 1995). Even though Eocene brown coal (45–50 million years old), Baltic (39–50 Myo) and Dominican amber 57 Protoxenidae fam. nov. ( Insecta: Strepsiptera) from Baltic amber • H. Pohl et al. Table 1 List of fossil Strepsiptera. Taxa Locality and stratum Stadium Host Protoxenidae fam. nov. Protoxenos janzeni gen. et sp. nov. Baltic amber, Eocene, c. 39–50 Myo male unknown Mengeidae Pierce, 1908 Mengea teriaria (Menge, 1866) M. mengei Kulicka, 1979 Baltic amber, Eocene Baltic amber, Eocene male male unknown unknown Bohartillidae Kinzelbach, 1969 Bohartilla joachimscheveni Kinzelbach & Pohl, 1994 B. megalognatha (partim) (Pohl & Kinzelbach, 1995) B. kinzelbachi Kathirithamby & Grimaldi, 1993 Dominican amber, Oligo-Miocene, c. 25–30 Myo Dominican amber, Oligo-Miocene Dominican amber, Oligo-Miocene male unknown male unknown Elenchidae Perkins, 1905 Protelencholax schleei Kinzelbach, 1979 Dominican amber, Oligo-Miocene male unknown Dominican amber, Oligo-Miocene Dominican amber, Oligo-Miocene Dominican amber, Oligo-Miocene Baltic amber, Eocene Baltic amber, Eocene Baltic amber, Eocene Dominican amber, Oligo-Miocene Dominican amber, Oligo-Miocene Brown coal of the Geiseltal near Halle (Saale, Germany), Eocene, c. 45–50 Myo Baltic amber, Eocene Baltic amber, Eocene Messel oil slate near Darmstadt, Germany, Eocene c. 50 Myo male male male male male male male male first instar unknown unknown unknown unknown unknown unknown unknown unknown unknown male male male puparia Baltic amber, Eocene female unknown unknown Camponotus sp. (Formicidae: Formicinae) Prionomyrmex sp. (Formicidae: Prionomyrmecinae) Baltic amber, Eocene male Myrmecolacidae Saunders, 1872 Caenocholax brodzinskyi Kathirithamby & Grimaldi, 1993 C. dominicensis Kathirithamby & Grimaldi, 1993 Myrmecolax glaesi Kinzelbach, 1983 Palaeomyrmecolax giecewiczi Kulicka, 2001 P. gracilis Kulicka, 2001 P. succineus Kulicka, 2001 Stichotrema beckeri de Oliveira & Kogan, 1959 S. dominicanum Kinzelbach & Pohl, 1994 S. eocaenicum (Haupt, 1950) S. triangulum Pohl & Kinzelbach, 1995 S. weitschati Kinzelbach & Pohl, 1994 S. sp. (Lutz, 1990; Kinzelbach & Pohl, 1994) Genus and species unknown, tentatively placed in the Myrmecolacidae (Pohl & Kinzelbach, 2001) Stylopidae Kirby, 1813 Jantarostylops kinzelbachi Kulicka, 2001 (c. 25 Myo) are comparatively recent within the context of the full extent of the insect fossil record, the fossils do contribute to our understanding of the phylogeny and evolution of Strepsiptera. The Mengeidae, represented by two extinct species, Mengea tertiaria (Menge, 1866) and M. mengei Kulicka, 1979, both found in Eocene Baltic amber, possess a free labrum and a closed cell of the hindwing as important plesiomorphic character states. Therefore, Mengeidae could be referred to as the most basal taxon and the group with the most preserved plesiomorphic features within the Order. The age and early evolution of Strepsiptera are not well documented by fossil evidence. No Mesozoic or Palaeozoic specimens are known at present ( Table 1). However, the available fossils do permit estimation of the approximate time frame within which evolutionary events may have occurred. The purported female myrmecolacid mentioned above ( Middle Eocene) strongly suggests that the dual host relationship that characterizes extant representatives of this family may 58 unknown have evolved at a later stage of the evolution of the group. Today, each sex parasitizes representatives of different higher taxa of insects: males develop in Formicidae (Hymenoptera), whereas females parasitize either Mantodea or Ensifera. The primary hosts of Myrmecolacidae were certainly ants and the switching of the female hosts took probably place during the radiation of ants 40–50 million years ago (Grimaldi et al. 1997). Furthermore, the presence in Tertiary deposits of strepsipterans apparently very closely related to extant taxa provides additional evidence of the considerable age of the group. As specialized taxa like the Myrmecolacidae existed already in the Eocene, it is likely that the more basal branching events occurred much earlier, probably in the Permian (Kinzelbach 1990). This view is strongly supported by the presence of Diptera and Coleoptera in Permian deposits (Labandeira 1994). Both groups are considered as potential sister groups of Strepsiptera in recent studies (Whiting et al. 1997; Wheeler et al. 2001; Beutel & Gorb 2001). Zoologica Scripta, 34, 1, January 2005, pp57– 69 • © The Norwegian Academy of Science and Letters H. Pohl et al. • Protoxenidae fam. nov. ( Insecta: Strepsiptera) from Baltic amber The fossils known today do not contribute much to the solution of the phylogenetic placement of the Order — what has been termed the ‘Strepsiptera problem’ (Kristensen 1981, 1999). However, the new fossil male found in Baltic amber that we describe here enables us to add further characters to the groundplan, and to recognize features formerly considered as possible synapomorphies with other groups as character states which were not present in the common ancestor of Strepsiptera s.l. In addition, evaluation of the morphology of P. janzeni gen. et sp. nov. provides an improved database for an analysis of the basal splitting events within the group. Materials and methods We were loaned the only known specimen of P. janzeni by J.-W. Janzen (Seevetal, Germany), who purchased it at a fossil fair in Hamburg. It has since been acquired by Zoologische Abteilung, Hessisches Landesmuseum Darmstadt (Germany). Additional species examined (males) Mengeidae. Mengea tertiaria (Menge, 1866 ) (specimens embedded in Baltic amber) Mengenillidae. Eoxenos laboulbenei de Peyerimhoff, 1919 ( Italy) (SEM ), Mengenilla chobauti Hofeneder, 1910 ( Italy) (SEM), Mengenilla sp. (undescribed species from Tunisia) (90% ethanol; diss. = dissected; micr. = microtome sections; SEM), Mengenilla sp. (Australian species; ANIC, CSIRO Canberra) (70% ethanol; micr. = microtome sections; SEM) Elenchidae. Elenchus tenuicornis (Kirby, 1811) (SEM) Corioxenidae. Dundoxenos kinzelbachi Luna de Carvalho, 1985 (Yemen) (SEM), Malayaxenos trapezonoti Pohl & Melber, 1996 (Germany) (SEM) Halictophagidae. Halictophagus agalliae Abdul-Nour, 1970 (Germany) (SEM), H. sp. (undescribed species from Yemen) (SEM) Myrmecolacidae. Stichotrema sp. ( N. Sumatra) (SEM) Xenidae. Xenos vesparum Rossius, 1793 (Germany) (Bouin; diss., micr., SEM) Stylopidae. Stylops melittae (Germany) (FAE = ethanolformaldehyde-acetic acid; micr., SEM) Protoxenos janzeni and Mengea tertiaria specimens were examined using a Zeiss Stemi SV 11 stereo microscope and camera lucida equipment and a Zeiss Photomikroskop II at various magnifications, up to 100×. A drop of glycerine and a coverslip was placed over the specimens to avoid distortions on the slightly arched surface of the amber. Photographs © The Norwegian Academy of Science and Letters • Zoologica Scripta, 34, 1, January 2005, pp57– 69 were made with a Wild Leitz MPS 52 camera mounted on a Wild Makroskop M 420. The remaining specimens were dehydrated in ethanol, critical-point dried, mounted on holders and sputter-coated with gold. They were examined using a Zeiss DSM 960 A at 10–20 kV. Cladistic analysis was performed using PAUP v. 4.0b10 (Swofford 2002) (branch and bound search). Analyses were carried out with all 15 multistate characters unordered and with six characters ordered (all characters with equal weight in all analyses). A rationale for using 7, 22, 29, 33, 38 and 46 as ordered is presented below (Appendix 1, list of characters). This appears not to be justified in the case of the other multistate characters, as apomorphic states may have evolved independently from the presumptive groundplan condition of Strepsiptera and not necessarily via an intermediate state (e.g. loss of more than one tarsomere or antennomere). Representatives of Coleoptera (Priacma serrata LeConte, Cupedidae), Megaloptera (Sialis lutaria Linnaeus, Sialidae) and Diptera (Tipula sp., Tipulidae) were used as outgroups. Bremer support was calculated using the strict consensus approach. Analysis of character evolution was conducted in MACCLADE 4.0 (Maddison & Maddison 2000). The list of characters used in the analysis is provided in Appendix 1, the character state matrix in Table 2. Systematics Protoxenidae fam. nov. Description. Male. Body compact, length more than 7 mm. Head capsule heavily sclerotized. Coronal suture well developed. Clypeus transverse and distinctly separated from frons by epistomal suture. Ocelli absent. Ommatidia of compound eyes distinctly separated by chitinous bars densely covered with microtrichia. Labrum prominent and free, with two anteriorly directed processes. Antennae eight-segmented, inserted laterally, close to anterior margin of eyes. Mandibles robust, with broad base. Maxilla without recognizable cardo. Mesal lobe present proximal to one-segmented palp. Sensorial pit present on lateral side of palpomere. Pro- and mesothorax short and closely connected (in general structure very similar to the pro- and mesothorax of the Mengenillidae). Anterior margin of prothorax straight. Anterior margin of mesothorax weakly concave. Mesothoracic wings club-shaped and transformed into halteres. Metascutum protruding, semicircular. Scutellum triangular, with straight posterior margin. Postlumbium very small, slot-like. Metapostnotum plate-like, about as long as broad, shorter than alinotum. Metacoxae not fully integrated into metathoracic sclerites and not fused medially. Legs slender, with 5-segmented tarsi with a pair of strong claws. All tarsal segments cylindrical and without specialized adhesive hairs. Hind wings slightly longer than wide, without transverse veins and closed cells. Abdominal tergites and sternites equally sclerotized. Tergites II–VII broad, rectangular. Tergite VIII longer 59 Protoxenidae fam. nov. ( Insecta: Strepsiptera) from Baltic amber • H. Pohl et al. Table 2 Character state matrix; (?) refer to missing data (—) to inapplicable characters. Characters 7, 22, 29, 33, 38, 46 were treated as ordered in the second analysis. Sialis Tipula Priacma Protoxenos Mengea Eoxenos Mengenilla Mengenilla austr Dundoxenos Malayaxenos Elenchus Halictophagus Xenos Stichotrema Stylops Sialis Tipula Priacma Protoxenos Mengea Eoxenos Mengenilla Mengenilla austr Dundoxenos Malayaxenos Elenchus Halictophagus Xenos Stichotrema Stylops 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 0 0 0 1 2 2 2 2 2 2 2 2 2 2 2 0 0 0 ? ? 1 1 1 1 1 1 1 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 1 1 1 1 0 0 0 0 1 1 1 1 1 1 1 1 1 1 1 0 0 1 0 1 1 1 1 1 1 1 1 1 1 1 0 0 0 0 0 2 2 1 2 2 2 2 2 2 2 0 0 0 1 0 — — 0 — — — — — — — 0 1 0 0 1 1 1 1 1 1 1 1 1 1 1 0 0 0 1 2 2 2 2 2 2 2 2 2 2 2 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 1 1 0 1 0 0&1 0 0 0 1 1 1 1 1 1 1 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ? 1 1 1 1 1 1 1 1 1 1 1 0 1 0 0 0 0 0 0 2 2 0 1 0 0 0 0 — 0 0 0 1 2 2 — — 2 2 2 2 2 0 1 0 0 1 1 1 1 1 1 1 1 1 1 1 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 0 0 0 1 1 1 1 1 1 1 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 ? 1 1 1 1 1 1 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 1 1 1 1 0 — 0 1 2 2 2 2 2 2 2 2 2 2 2 0 — 0 1 1 1 1 1 1 1 1 1 1 1 1 0 — 0 2 1 2 2 2 2 2 2 2 2 2 2 1 1 1 0 0 0 0 0 1 1 1 1 1 1 1 0 0 0 1 2 2 2 2 2 2 2 2 2 2 2 0 0 0 1 1 1 1 1 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 1 3 2 1 1 1 0 0 0 0 0 0 0 0 1 2 2 2 2 2 2 1 0 1 0 0 0 0 0 1 1 2 2 3 3 3 2 0 2 0 0 0 0 0 1 1 2 2 2 2 2 0 0 0 0 0 0 0 0 1 1 2 0 2 2 2 1 0 0 1 1 1 1 1 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 1 1 1 1 0 — ? 0 0 0 0 0 1 1 0 0 0 0 0 0 — 2 ? 0 0 0 0 0 0 0 1 1 1 1 0 0 1 0 1 1 1 1 1 1 1 1 1 1 1 0 0&1 0 1 ? 1 1 1 2 2 2 2 2 2 2 and narrower than the previous tergites. Shape of sternites II–VIII very similar to corresponding tergites. Segment IX short and ring-shaped, with the caudally elongated subgenital plate bearing the aedeagus. Spiracles present on pleurites I–VII. Segment X long and cylindrical, reaching beyond the tip of segment IX. Females. Larvae and hosts. Unknown. plate-like metapostnotum which is about as long as broad, and hindwings slightly longer than wide. Protoxenos gen. nov. Description. Male. Antennae eight-segmented with flabellum on segments III–VII. Processes of labrum reaching almost the tips of the mandibles. Sensorial pit on maxillary palps of elongate ovoid shape. Hindwings with two detached veins R2 and R3 and three detached veins MA1 to MA3. Type genus. Protoxenos gen. nov. Type species. Protoxenos janzeni sp. nov. Etymology. Protos (first) and xenos (stranger, guest), both Greek, referring to the plesiomorphic status of the new taxon and the genus Xenos, the first strepsipteran genus to be described by Rossius in 1793. Diagnosis. Differs from all other known Strepsiptera by the following set of characters: large body size, eight-segmented antenna, free and prominent labrum with two processes, 60 Protoxenos janzeni sp. nov. (Figs 1A– E, 2A– D, 3A) Fossil Material. Holotype male: HLMD-Strep-11-HT (Hessisches Landesmuseum Darmstadt, Department of Zoology) is the only inclusion in a medium yellow, rectangular piece of amber (46 × 27 × 7 mm). The fossil lies with its left lateral side very close to the surface of the amber. Zoologica Scripta, 34, 1, January 2005, pp57– 69 • © The Norwegian Academy of Science and Letters H. Pohl et al. • Protoxenidae fam. nov. ( Insecta: Strepsiptera) from Baltic amber Fig. 1 A–E. Protoxenos janzeni gen. et sp. nov., in Baltic amber. —A. Habitus, dorsal view. —B. Habitus, ventral view. —C. Head, pro-, meso-, and apical part of metathorax, dorsal view. —D. Head, ventral view. —E. Habitus, lateral view. © The Norwegian Academy of Science and Letters • Zoologica Scripta, 34, 1, January 2005, pp57– 69 61 Protoxenidae fam. nov. ( Insecta: Strepsiptera) from Baltic amber • H. Pohl et al. Fig. 2 A–D. Protoxenos janzeni gen. et sp. nov. —A. Habitus, dorsal view. —B. Head, dorsal view. —C. Head, ventral view. —D. Head, lateral view. Scale bars = 1 mm (A); 0.5 mm (B, C, D). Abbreviations: Clp, clypeus; Cs, coronal suture; es, epistomal suture; fw, fore wing; Ga, galea; Lm, labrum; Md, mandible; Mx, maxilla; PMx, maxillary palp; PN, postnotum of metathorax; PoL, postlumbium; sg, sensory pit; X, tenth abdominal segment. Description. Most of left wing and tarsal segments 2–5 of the left foreleg lost on the surface of the amber due to polishing. Part of head, thorax and ventral parts of the abdomen covered with whitish impurities. Approximate total length 7.6 mm; width of head ≈ 1.3 mm; approximate length of antenna 0.8 mm; length of forewing 1.3 mm; radial length of hindwing 5.1 mm; length of metathorax 2.4 mm; colour: body reddish brown with brighter 62 intersegmental membranes. Whole body, except for mandibles covered with microtrichia. Head orthognathous, transverse and heavily sclerotized, with coronal suture abutting frontal margin of compound eyes in dorsal view. Posterior margin of head with dorsal, moderately deep, V-shaped emargination. Compound eyes oval in lateral aspect, each with approximately 110 ± 10 ommatidia. Antennae short, eight-segmented, approximately 0.6 × as wide Zoologica Scripta, 34, 1, January 2005, pp57– 69 • © The Norwegian Academy of Science and Letters H. Pohl et al. • Protoxenidae fam. nov. ( Insecta: Strepsiptera) from Baltic amber Fig. 3 A, B. Hindwings of Protoxenos and Mengea. —A. Protoxenos janzeni gen. et sp. nov. —B. Mengea tertiaria (modified from Kinzelbach 1978). Abbreviations: C, costa; Sc, subcosta; R1–5, radius; MA1–3, media anterior; CuA1–2, cubitus anterior; CuP, cubitus posterior. as maximum width of head. Segments III−VII with flattened flabella of almost equal length. Scapus short, 2/3 as long as pedicellus. Antennal segments III−VIII short and of almost equal length. Sensorial organ on segment 4 (Hofeneder’s organ) not visible. Segment VIII long, reaching almost the tip of the flabellum of segment VII. Few setae at an indentation in the middle of segment VIII, probably marking the tip of the antennal segment. Flabella densely covered with sensilla. Labrum free, slightly longer than maxillae without palp, with long processes enclosing a deep median emargination. Mandibles gradually narrowing towards rounded apex, slightly intercrossing distally. Mesal surface not visible. Proximal part of maxillae about 2.5× as long as broad, slightly widening distally. Mesal process about 0.6× as long as maxillary palp, rounded apically. Palp club-shaped, somewhat longer than stipital part of maxilla; laterally with a long, slotlike sensorial pit. Mouth opening and other ventral structures of the head not discernible due to impurities. Ratio of alinotum /postnotum 1.7 : 1. Hind margin of postnotum weakly convex. Measurement of mesothoracic width not possible due to turbidity. Most part of right hindwing extended. Venation with C, Sc, R1−4, MA1−3, CuA1 and 2. Veins R2, R3, MA1−3 detached. Possibly existing additional cubital veins not visible due to a fold in the cubital area. Aedeagus covered by artefacts, not clearly visible. © The Norwegian Academy of Science and Letters • Zoologica Scripta, 34, 1, January 2005, pp57– 69 Etymology. Named after Jens-Wilhelm Janzen, Seevetal, Germany, who purchased the specimen and made it available for scientific study. Results of the cladistic analysis The initial analysis of 43 characters (unweighted and unordered, uninformative characters excluded (chars. 8, 11, 19) of 12 ingroup and three outgroup taxa resulted in 15 minimal length trees with 82 steps (CI = 0.7561; HI = 0.2683, RC = 0.6199) (Fig. 4: strict consensus tree). Characters 7, 22, 29, 33, 38, and 46 were treated as ordered in the second analysis (rationale see above). The uninformative characters were excluded. We obtained six minimal length trees with 84 steps (CI = 0.7381; HI = 0.2857, RC = 0.6160) ( Fig. 5: preferred tree). Only characters 22 and 38 changed their position on the topology. In contrast to the results of the first analysis, the monophyly of Stylopidia excluding Corioxenidae (= Stylopiformia) was confirmed in all trees. This clade is strongly supported by a unique female apomorphy, the presence of a fissure-shaped birth opening on the ventral side of the cepalothorax. The Corioxenidae release the first instar larvae through the mouth opening. The preferred tree with a sister-group relationship between Elenchus on one hand and the genera Stichotrema, Xenos and Stylops on the other was chosen, as the monophyletic origin 63 Protoxenidae fam. nov. ( Insecta: Strepsiptera) from Baltic amber • H. Pohl et al. Strepsiptera s.s. (excl. stem-lineage) (bs 4). Labrum absent (7.2), fusion of antennomeres 6 and 7 (14.1, CI 0.5), mandibular base broad, but without anterior articulation (secondary mandibular joint) (22.1) Strepsiptera s.s. (excl. Eoxenos) (bs 2). Mandibular base narrowed, separated from head capsule by membranous area (22.2), sensorial groove of maxillary palp absent (26.0, CI = 0.5) Mengenilla. Antennomere 5 flabellate (17.1) Stylopidia = Strepsiptera s.s. excl. Mengenillidae ( bs 4). Scutopraescutal region not strongly arched (32.1, CI 0.5), claws absent (36.2), adhesive hairs present on 4th tarsomere (38.1, CI 0.5), spiracles II−VII reduced (46.2) Stylopiformia = Strepsiptera s.s. excl. Mengenillidae and Corioxenidae (bs 1). Tarsomeres not shortened, ventral plane distally elongated (37.2, CI 0.75), all tarsomeres with hairy soles (38.2, CI 0.5) Fig. 4 Strepsiptera phylogeny, strict consensus tree of 15 minimal Dundoxenos + Malayaxenos (Corioxenidae) (bs 3). Mandibles largely reduced (21.2, CI 0.667), sensorial spots on tarsomeres 1–3 (39.1), abdominal segment IX ventrally elongated (41.1), aedeagus elongated (43.1) length trees obtained in the initial analysis (all characters unweighted and unordered, uninformative characters excluded). The genus Mengenilla and a clade comprising Halictophagus + (Elenchus + Xenos + Stichotrema + Stylops) are monophyletic in all trees when characters 7, 22, 29, 33, 38 and 46 are treated as ordered. Elenchus + ( Xenos + Stylops + Stichotrema) (bs 1). Antennomeres 4 + 5 fused (12.1, CI 0.5), antennomere 4 not flabellate (16.0, CI = 0.5), sensorial spot present on tarsomere 1 (39.2) of the latter three taxa seems to be well supported by features of the primary larvae ( Pohl 2002: e.g. setae on labial palps absent, intercoxal sternites broad). In group clades and apomorphies (preferred tree, unambiguous characters only, consistency index [CI ] = 1 unless otherwise noted; all listed states except for those of character 37 are equally placed in all six trees): Xenos + Stylops + Stichotrema (bs 0). All tarsomeres shortened, ± triangular, ventral plane distally elongated (37.3, CI 0.750) Discussion Strepsiptera s.l. ( branch support 10 [ = bs ]). Ommatidia distinctly separated (‘raspberry eyes’) (4.1), antennomere 3 flabellate (15.1), antennomere 4 flabellate (16.1; CI = 0.5), lacinia absent (24.1), maxillary palp one-segmented (25.1), sensorial groove of maxillary palp (26.1, CI = 0.5), mesothoracic halteres (28.1), hindwings slightly longer than wide (29.1), scuto-praescutal region strongly arched (32.0, CI = 0.5), metapostnotum platelike, about as long as broad (33.1), pro- and mesotrochanter fused with femur (34.1), segment IX strongly sclerotized (40.1, CI = 0.5), Tergite X prominent and elongate (42.1) Strepsiptera s.l. excluding Protoxenos janzeni gen. et sp. nov. (bs 5). Size less than 7 mm (1.2), dorsomedian frontal impression (5.1), coronal suture strongly shortened or membranized (6.1, CI = 0.5), 7 antennomeres or less (10.2), hindwings wider than long (29.2), metapostnotum elongated and shield-like (33.2), sternites more heavily sclerotized than tergites (45.1, CI 0.5) 64 Strepsiptera is undoubtedly a monophyletic group, characterized by many autapomorphies (Kinzelbach 1981, 1990; Kristensen 1981, 1999). However, despite several recent efforts to clarify its systematic position (Whiting et al. 1997; Wheeler et al. 2001; Beutel & Gorb 2001), the issue remains open (Kristensen 1999). The discovery of Protoxenos janzeni gen. et sp. nov. does not solve the ‘Strepsiptera problem’, but is nevertheless important in this context, as it allows a reevaluation of the groundplan of the Order. In the following, we discuss characters which must be re-considered in the light of the new fossil. Protoxenos janzeni is a typical strepsipteran in its overall morphology, but displays a number of characters that are clearly more plesiomorphic than in the hitherto known fossil and extant members of the Order. Features shared by P. janzeni and other strepsipterans are the following (marked with an asterisk if presumably plesiomorphic): Zoologica Scripta, 34, 1, January 2005, pp57– 69 • © The Norwegian Academy of Science and Letters H. Pohl et al. • Protoxenidae fam. nov. ( Insecta: Strepsiptera) from Baltic amber Fig. 5 Strepsipteran phylogeny, preferred tree of six minimum length cladograms obtained in the analysis with six characters treated as ordered (7, 22, 29, 33, 38, 46), unambiguous apomorphies mapped on trees (84 steps, CI: 0.7381, HI: 0.2857, RC: 0.6160; uninformative characters excluded). The numbers above the rectangles refer to character numbers, the numbers below to character states. Only char. 37 is not equally placed in all minimum length trees. (1) The scapus and pedicellus of the antennae are short and cylindrical (*), and the flagellomeres bear very long lateral processes (flabella). (2) The ommatidia are comparatively large and separated by microtrichia (schizochroal eye; Buschbeck et al. 1999). (3) The maxillae are simplified, without separate cardo and lacinia, and with a one-segmented palp. (4) The pro- and mesothorax are very short; in contrast the metathorax is strongly enlarged. (5) The forewings are transformed into structures resembling dipteran halteres (but larger). (6) The hindwings lack transverse veins. (7) The legs of the pro- and mesothorax possess large and free coxae (*). (8) The trochanter and femur are fused. (9) The coxae of the hindlegs are integrated into the metathorax. (10) The metatrochanter is free (*). (11) The tarsi are five segmented with double claws (*). (12) The abdomen consists of 10 segments (*). © The Norwegian Academy of Science and Letters • Zoologica Scripta, 34, 1, January 2005, pp57– 69 (13) Abdominal segment IX is shortened, heavily sclerotized and bears the aedeagus; segment X is cylindrical and elongated. Protoxenos janzeni differs from the known strepsipterans in the following set of characters. Body size Protoxenos janzeni is the largest male strepsipteran with an approximate total body length of 7.6 mm. The size of males varies between 1.5 and 6 mm according to Kathirithamby (1989) and between 1.0 and 7.5 mm according to Kinzelbach (1978). The length of 7.5 mm ascribed to Mengenilla chobauti (Kinzelbach 1978: 35) is a typing error — the maximum size of this species is 5.7 mm according to Silvestri (1943) and Kinzelbach (1969). Besides the greater length, the body of P. janzeni is also more compact in comparison to previously known strepsipterans. Head capsule The head capsule is heavily sclerotized. In contrast to presumably basal extant strepsipterans, which are characterized 65 Protoxenidae fam. nov. ( Insecta: Strepsiptera) from Baltic amber • H. Pohl et al. by a subprognathous head (e.g. Mengenilla, Beutel & Pohl in press; position of mouthparts oblique) the head is clearly orthognathous. In lateral aspect the mandibles and maxillae are ventrally directed. Due its bending in a ventro-caudal direction, the head appears hypognathous. A typical coronal suture is present. The coronal suture of known strepsipterans is extremely short, transformed into a short endocarina (Mengenilla), or membranized (Kinzelbach 1971a). New investigations into basal Strepsiptera (E. laboulbenei, Mengea tertiaria, Mengenilla spp.) have shown that a typical coronal suture is not present in these taxa (Beutel & Pohl in press.). The dorsomedian frontal impression, which is characteristic for extant strepsipterans and Mengea is absent in P. janzeni. The antennal insertion is located on the lateral side of the head capsule. In contrast, the antennal sockets of Mengea and extant strepsipterans are located on the dorsal side. Antenna The antenna of P. janzeni is composed of eight antennomeres. Antennae with seven antennomeres were hitherto considered to be a groundplan feature of Strepsiptera (Kinzelbach 1971a, 1990; Kathirithamby 1989). This condition is found in Mengeidae, Corioxenidae, Halictophagidae, Myrmecolacidae and Bohartillidae (Kinzelbach 1971a), and may be the result of reduction (apical antennomere) or of fusion (two distal segments). According to Kinzelbach (1971a), a lower number, i.e. less than seven, is always due to the fusion of antennomeres and not to loss of segments. Labrum A large free labrum is absent in all extant strepsipterans. A small triangular or elongate and acuminate structure inserting below the anterior clypeal margin in Australian species of Mengenilla probably represents a vestigial labrum (Kathirithamby 1991: fig. 36.9A; Beutel & Pohl in press.). A large free labrum is also known in Mengea (Ulrich 1927; Kinzelbach 1971a; pers. observ.), which is probably a symplesiomorphy with P. janzeni. In frontal view, the labrum of Mengea is trapezoid. The presence of two lateral processes of the labrum of P. janzeni is regarded as an autapomorphy of this taxon. Mandible The mandibles of P. janzeni are more robust and distinctly broader at base than those of basal extant Strepsiptera. Moreover, in contrast to mandibles of other representatives of the group, they are distinctly bent inwards. It is likely that a primary and secondary joint is present in P. janzeni, whereas typical anterior and posterior articulations are absent in extant strepsipterans (Beutel & Pohl in press.). A comparatively plesiomorphic condition is preserved in Mengea and Eoxenos, where the mandibular base is closely adjacent with the clypeus 66 anteriorly and with the maxillary base posteriorly. The mandibles of P. janzeni appear to be suitable for feeding. This is not the case in extant strepsipterans; the males of some taxa have been observed using them to remove the cephalotheca of the puparium (Grabert 1953; Kinzelbach 1971b). Maxilla In its general design, the maxilla is similar to that of other strepsipterans (without separate cardo and lacinia, with onesegmented palp). In some strepsipterans (e.g. Mengenilla kaszabi, Dundoxenos breviphlebos; Kinzelbach 1969; Pohl et al. 1996) the palp originates in a subterminal position on the stipital part of the maxilla, but this has nothing to do with the presence of a subapical mesal process in P. janzeni (in addition to the terminally inserted palp). It is very likely that this lobe represents the galea. A slot-like sensorial pit is present on the lateral side of the palp of P. janzeni (and also in Mengea and Eoxenos). It is missing in all other strepsipterans (Beutel & Pohl in press). Metathorax A striking difference between Mengea and extant strepsipterans on one hand and P. janzeni on the other is the transverse metapostnotum in the latter taxon (not shield-like). A posteromedian extension that usually covers the median part of several abdominal tergites is not developed. The alinotum is almost twice as long as the postnotum and postlumbium (ratio alinotum: postnotum + postlumbium = 1.7 : 1). Hindwings The hindwings of P. janzeni are moderately extended in a rostrocaudal direction and are intermediate between a ‘regular’ insect wing and the typical fan-shaped strepsipteran hindwings, which are very distinctly extended rostrocaudally. The venation pattern does not show any distinctive differences. Transverse veins are completely missing. A cell formed by MA2 and CuA1, as present in Mengea, is absent in P. janzeni (Fig. 3B). Kinzelbach (1978) suggested that this cell may be simply a fold, which extends between the end of CuA1 and MA2. However, additional specimens of M. tertiaria with wellpreserved hindwings (four specimens HLMD, one specimen private collection of R. Kinzelbach) confirm the earlier finding (Menge 1866; Ulrich 1927; Keilbach 1939). Abdomen The tergites and sternites are equally sclerotized. The sternites are more strongly sclerotized in all other strepsipterans. Conclusions The results of this study support the monophyly of Strepsiptera s.l., Strepsiptera excl. P. janzeni and Strepsiptera s.s. There is no good reason to doubt the monophyly of extant Zoologica Scripta, 34, 1, January 2005, pp57– 69 • © The Norwegian Academy of Science and Letters H. Pohl et al. • Protoxenidae fam. nov. ( Insecta: Strepsiptera) from Baltic amber Strepsiptera. However, the group is not supported by many autapomorphies. One important derived feature is the reduced labrum. Besides this, the fossil genus Mengea is very similar to extant strepsipteran taxa and already strongly reduced in size. Strepsiptera s.s. excl. Eoxenos is well supported, implying paraphyly of Mengenillidae; the latter are mainly characterized by one plesiomorphic feature, the free-living females. A major step in the evolution of Strepsiptera is the rise of Stylopidia. They are well supported by different character transformations of males (modifications of the distal leg segments, loss of six spiracles). However, the most striking feature is the endoparasitism of the adult females. The fact that the basal strepsipteran groups (P. janzeni, Mengeidae, Mengenillidae) are represented by only 3% of the described species underlines the importance of this evolutionary change. There is no direct fossil evidence, but it is very likely that the females of P. janzeni and Mengeidae were free living as in extant Mengenillidae. This is strongly suggested by the lack of specialized adhesive hairs on the tarsi of P. janzeni and Mengea (and Mengenillidae). These structures are used by males of Stylopidia to attach to the host of the parasitic females (Pohl & Beutel 2004). Together with a hook-shaped aedeagus in ‘higher’ Stylopidia, they provide sufficient adhesion to penetrate the exposed female cephalothorax and stay on the host as long as possible. The data presented in this study are not sufficient for a clarification of interrelationships within Stylopidia. Some of the character states relevant to the ‘higher’ groups (chars. 35, 37, 44) are not equally placed in all cladograms. However, the monophyly of some clades (Corioxenidae, Stylopiformia incl. Elenchus, Halictophagidae + [Xenidae + Myrmecolacidae + Stylopidae]) (e.g. Pohl 2002) was confirmed and seems to be well supported. Autapomorpies of male Stylopiformia are the modified shape of the tarsomeres and the presence of hairy soles on the ventral side of all of them. However, the most striking evolutionary novelty of this clade is the birth opening of the endoparasitic females. The discovery of P. janzeni increases our knowledge of the ancestral character states of Strepsiptera. Newly established groundplan features are the presence of a normally developed coronal suture, absence of a dorsomedian impression of the head, a large free labrum, laterally inserted eight-segmented antennae, robust mandibles with a broad base, presence of a galea, transverse metapostnotum, tarsi without adhesive hairs, and equally sclerotized tergites and sternites of the abdomen. The presence of dagger-like mandibles in Strepsiptera and Antliophora was considered to be a potential synapomorphy by Whiting et al. (1997), although this interpretation now seems doubtful in view of the condition in P. janzeni. Crowson (1960) believed the more extensive sclerotization of the abdominal sternites, compared to that of the tergites, to be a © The Norwegian Academy of Science and Letters • Zoologica Scripta, 34, 1, January 2005, pp57– 69 possible synapomorphy of Strepsiptera and Coleoptera, while the presence of specialized adhesive hairs on the tarsomeres was considered to be a shared derived feature of both groups by Beutel & Gorb (2001). Our findings supersede these interpretations. Acknowledgements Thanks are due to the following persons and institutions. J.-W. Janzen (Seevetal) made his specimen available for study. Dr W. Schneider (Hessisches Landesmuseum Darmstadt) loaned specimens of P. janzeni and M. tertiaria. A. Slipinski (Australian National Insect Collection, CSIRO Canberra) loaned Australian specimens of Mengenilla. Prof Dr A. Buschinger (TU Darmstadt) generously allowed us to use his microscopic equipment. We are also indebted to two anonymous reviewers for valuable comments. 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The presumably plesiomorphic condition is coded as 0 even though this traditional convention is inconsequential in cladistic analyses with a posteriori polarity assessment. 1. Size: (0) more than 10 mm; (1) 7–8 mm; (2) 6 mm or less. Generally, size reduction is a problematic feature in insect systematics. However, in the case of Strepsiptera it appears to be a meaningful character. Protoxenos is distinctly larger and more robust than all other known species, and there is apparently no reversal leading to a size exceeding that of the presumptive groundplan condition of Strepsiptera s.l. (including stem lineage). Head 2. Tentorium: (0) present; (1) absent. 3. Gula: (0) absent; (1) present. 4. Compound eyes: (0) ommatidia not distinctly separated; (1) distinctly separated by microtrichia. 5. Dorsomedian frontal impression: (0) absent; (1) present. 6. Coronal suture: (0) present as a typical ecdysial suture; (1) extremely short or membranized. 7. Labrum: (0) free, normally sized; (1) present, but distinctly reduced or narrowed; (2) absent. It is very likely that the vestigial labrum of Australian Mengenilla species is an intermediate stage, leading to complete absence. Therefore the character is used as ordered in the second analysis. 8. Paired anterior processus of labrum; (0) absent; (1) present. 9. Antennal insertion: (0) laterally, anterior to compound eye; (1) dorsal side of head. 10. Number of antennal segments: (0) more than eight segments; (1) eight segments; (2) seven segments or less. 11. Antennomeres 3 + 4 fused; (0) absent; (1) present. 12. Antennomeres 4 + 5 fused; (0) absent; (1) present. 13. Antennomeres 5 + 6 fused; (0) absent; (1) present. 14. Antennomeres 6 + 7 fused: (0) absent; (1) present. 15. Lateral process (‘flabellum’) of antennomere 3: (0) absent; (1) present. 16. Lateral process of antennomere 4: (0) absent; (1) present. 17. Lateral process of antennomere 5: (0) absent; (1) present. 18. Lateral process of antennomere 6: (0) absent; (1) present. 19. Lateral process of antennomere 7: (0) absent; (1) present. 20. Sensorial groove of antennomere 4 (possibly pressure sensor [Hofeneder’s organ]): (0) absent; (1) present. 21. Mandibles: (0) present, normally developed; (1) distinctly reduced, cone-shaped; (2) absent or vestigial. 22. Mandibular base: (0) broad, closely adjacent with head capsule; (1) broad, closely adjacent with head capsule, but secondary mandibular joint indistinct or absent; (2) distinctly Zoologica Scripta, 34, 1, January 2005, pp57– 69 • © The Norwegian Academy of Science and Letters H. Pohl et al. • Protoxenidae fam. nov. ( Insecta: Strepsiptera) from Baltic amber narrowed, separated from head capsule by membranous area. The distinctly narrowed mandibular base, which is found in almost all extant strepsipterans, has almost certainly evolved via the condition found in Eoxenos, with the base still broad but with a reduced secondary mandibular joint. The character is used as ordered in the second analysis. 23. Galea: (0) present; (1) absent. 24. Lacinia: (0) present; (1) absent. 25. Maxillary palp: (0) composed of more than two palpomeres; (1) all palpomeres fused. 26. Sensorial groove of maxillary palp: (0) absent; (1) present. 27. Labial palps: (0) present; (1) absent. Thorax 28. Mesothoracic halteres: (0) absent; (1) present. 29. Shape of hindwings: (0) distinctly longer than wide; (1) slightly longer than wide; (2) wider than long. It is very likely that the typical fan-shaped hindwings of Mengea and extant strepsipterans are derived from a condition found in males of Protoxenos. The character is therefore used as ordered in the second analysis. The halteres of Diptera are longer than wide. However, they are not only reduced wings, but specialized sense organs; this function may have had an effect on the shape. Therefore this character is coded as inapplicable for Tipula. 30. Transverse veins of alae: (0) present; (1) absent. 31. Cells of alae: (0) more than one; (1) one; (2) absent. 32. Scuto-praescutal-region of metathorax: (0) strongly arched and distinctly protuding; (1) weakly arched or triangular and not protuding. 33. Metapostnotum: (0) external part transverse; (1) external part plate-like, about long as broad; (2) external part shield-like, distinctly longer than broad, covering median part of several abdominal tergites. The typical shield-like metapostnotum of Mengea and extant strepsipterans has almost certainly evolved via a condition found in Protoxenos. The character is used as ordered in the second analysis. 34. Trochanter and femur of fore- and middle legs: (0) separate; (1) fused. 35. Number of tarsomeres: (0) five; (1) four; (2) three; (3) two. 36. Claws: (0) strong pair; (1) weak pair; (2) none. © The Norwegian Academy of Science and Letters • Zoologica Scripta, 34, 1, January 2005, pp57– 69 37. Shape of tarsomeres: (0) all tarsomeres rod-like, at least 2× as long as broad; (1) morphological tarsomere 4 shortened, about as broad as long or broader; (2) tarsomeres not shortened, ventral plane distally elongated; (3) all tarsomeres shortened, ± triangular, ventral plane distally elongated. 38. Hairy adhesive soles of tarsomeres: (0) absent; (1) present in tarsomere 4; (2) present in all tarsomeres. It is likely that this condition has evolved in tandem with the adoption of permanent endoparasitism by females in order to provide sufficient adhesion during copulation, which takes place on the host. It is very unlikely that a secondary reduction has occurred in Corioxenidae. Therefore the character is used as ordered in the second analysis. 39. Sensorial spots of tarsi: (0) absent; (1) present in tarsomeres 1–3; (2) present in tarsomere 1. Abdomen 40. Sclerotization of abdominal segment IX: (0) weak; (1) strong. 41. Shape of abdominal segment IX: (0) not elongated; (1) ventrally elongated. 42. Tergite X: (0) strongly reduced or absent; (1) prominent and elongated. 43. Size of aedeagus: (0) short; (1) elongated. The homology of the external male genitalia in Diptera is problematic (e.g. Colless & McAlpine 1991). Therefore we have coded this and the following character as inapplicable for Diptera. 44. Shape of aedeagus: (0) straight; (1) hook- or anchor-like; (2) with two pairs of rounded lobes and slender apex. 45. Sclerotization of tergites and sternites of abdomen: (0) equal; (1) sternites more heavily sclerotized than tergites. 46. Abdominal spiracles: (0) segments I–VIII; (1) segments I–VII; (2) segment I. The reduction of abdominal spiracles in Stylopidia has almost certainly evolved with the adoption of permanent endoparasitism of the male larvae. The last larval instar extrudes only the head, thorax and first abdominal segment through the host cuticle. The only spiracle of the last larval instar is abdominal spiracle I. It is likely that this condition is maintained in the adult stage (paedogenesis). As it is likely that the loss of spiracle VIII is an intermediate state, the character is used as ordered in the second analysis. 69
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