Beware my spines: a new spiny fern (Dennstaedtia, Dennstaedtiaceae) from central and western Amazonia

ABSTRACT

A new spiny fern belonging to the genus Dennstaedtia is described from Brazilian and Peruvian Amazonia. Dennstaedtia aculeata (sp. nov.) is the third spiny species known for the genus, and the first in South America. It is compared with another Neotropical spiny Dennstaedtia, D. spinosa. We also present images, illustrations and a distribution map of the specimens, and discuss the habitat preference of the species towards nutrient-richer soils and spinescence in the family.

KEYWORDS:
Dennstaedtia aculeata; Dennstaedtia spinosa; Dennstaedtioideae; leptosporangiate ferns; Neotropics

RESUMO

Uma nova espécie de samambaia espinhosa do gênero Dennstaedtia é descrita para a Amazônia brasileira e peruana. Dennstaedtia aculeata (sp. nov.) é a terceira espécie espinhosa conhecida para o gênero e a primeira na América do Sul. A comparamos com outra Dennstaedtia espinhosa da região neotropical, D. spinosa. Também apresentamos imagens, ilustrações e um mapa de distribuição dos espécimes, e discutimos a preferência da espécie por habitats de solos ricos ou relativamente ricos em nutrientes e a espinescência na família.

PALAVRAS-CHAVE:
Dennstaedtia aculeata; Dennstaedtia spinosa; Dennstaedtioideae; samambaias leptosporangiadas; região neotropical

INTRODUCTION

Dennstaedtia Bernh. belongs to the family Dennstaedtiaceae, a Cretaceous lineage that diverged early among the leptosporangiate ferns (Schwartsburd et al. 2020). The genus has pantropical distribution and comprises about 70 species (PPG I 2016), but it has been recovered as polyphyletic by recent molecular phylogenetic studies (Perrie et al. 2015; Shang et al. 2018; Schwartsburd et al. 2020). Due to the absence of DNA sequences of the type of the genus (D. flaccida (J.R. Forst.) Bernh.), Neotropical species are still classified into Dennstaedtia s.l., but into the informal group of “Patania” (sensuSchwartsburd et al. 2020).

As currently circumscribed, Dennstaedtia is defined by creeping rhizomes, which are glabrous or with catenate hairs; by the large fronds to 4 m long, with 1-5-pinnate laminae; and by the marginal, discrete sori, that are borne at the tip of single veins, and which are protected by the fusion of the inner and outer indusia, becoming a purse-shaped, a cup-shaped, cilindrical, or an hemi-globose structure (Tryon and Tryon 1982; Mickel and Smith 2004; Schwartsburd 2020).

For the Americas, Tryon (1960) (see also Tryon and Tryon 1982), made the first major contribution to Dennstaedtia studies, in which nine species were recognized. From the 2000s onwards, taxonomic novelties were reported including the description of seven new species to science and some species brought back from synonymy (e.g., Navarrete and Øllgaard 2000; Rojas-Alvarado and Villalobos-Brenes 2018). In addition, new occurrence records were reported in Mesoamerica and South America (Yañez et al. 2014; Rojas-Alvarado and Villalobos-Brenes 2018).

Currently, 15 species of Dennstaedtia are recognized for the Amazon region (Tryon and Stolze 1989; Cremers and Kramer 1991; Smith and Kramer 1995; Navarrete and Øllgaard 2000; Murillo-Pullido et al. 2008; Zuquim et al. 2009; Prado et al. 2017; Schwartsburd et al. 2017). Of these, the 15 species are known to occur in western Amazonia (Tryon and Stolze 1989; Navarrete and Øllgaard 2000; Prado et al. 2017) and three of them have known occurrence for the Guiana Shield (Smith and Kramer 1995).

During a review of Dennstaedtia specimens in the hebarium of Instituto Nacional de Pesquisas da Amazônia - INPA (Manaus, Brazil), we found a spiny specimen collected 15 years ago in central Amazonia which had been reported as Dennstaedtia sp. (Zuquim et al 2009). Spines are fairly common in Dennstaedtiaceae, but only in the subfamily Hypolepidoideae. Within Dennstaedtioideae and Dennstaedtia s.l., spines have been previously reported only in the paleotropical D. scandens (Blume) T. Moore and in D. spinosa Mickel from Mexico and Honduras (Moran 1995; Mickel and Smith 2004; Yan et al. 2013; Reyes-Chávez et al. 2021), but never in South America. We later identified further spiny Dennstaedtia material among unidentified specimens collected in the Peruvian Amazon and deposited in the herbarium of the University of Turku (Finland). Our work brings as a novelty the description of a new spiny species for Amazonia, the only one known to occur in central Amazonia, the first spiny Dennstaedtia from South American species, and the third spiny species in the genus, increasing to 16 the total number of Dennstaedtia species known to Amazonia. We also present illustrations and diagnostic images comparing the new species with D. spinosa, and a distribution map of the known occurrence records.

MATERIAL AND METHODS

This study is part of an ongoing comprehensive review of the genus Dennstaedtia from Brazil and neighboring countries. For this purpose, specimens from the following herbaria have been examined: CEPEC, CESJ, COR, BHCB, FUEL, FURB, HAS, HUCS, HUEFS, HRCB, IAN, ICN, INPA, MBML, MCN, MG, OUPR, SAMES, SJRP, UEC, UFP, UFRGS, UPCB, VIES and VIC (Brazil); SGO (Chile); UPRRP (Puerto Rico); NY and VT (U.S.A) (Thiers 2022). In addition, we examined unidentified specimens from TUR (University of Turku, Finland) and AAR (Aarhus University, Denmark) and Dennstaedtia specimens from the online repositories SpeciesLink (CRIA 2022), Reflora (http://reflora.jbrj.gov.br/reflora/herbarioVirtual/), and Pteridophyte Collections Consortium (https://www.pteridoportal.org/portal/index.php).

Descriptions of general morphological characters follow Lellinger (2002), Mickel and Smith (2004), and Schwartsburd (2020). The conservation status of the species was evaluated according to the IUCN Red List categories and criteria (IUCN 2012; IUCN Standards and Petitions Committee 2019). Extent of occurrence (EOO) was estimated using the GeoCat geospatial conservation assessment tool (Bachman et al. 2011) for extinction risk assessment. Due to the small number of observed records, it was not possible to calculate the Area of Occupancy (AOO). Maps were prepared in QGIS v. 3.22 (https://qgis.org/pt_BR/site/index.html).

RESULTS

Dennstaedtia aculeata N.T.L. Pena, Zuquim & & Schwartsb., sp. nov.

Type: Brazil, Amazonas, Presidente Figueiredo, old-growth terra-firme forest on the edge of the lake of the Balbina Hydroelectric Power Plant, docking port of the future PPBio camp, approximately 1:30 hours by boat, on the margin of a small stream. (Terra firme na beira do lago da Usina Hidrelétrica de Balbina, porto de atracagem do futuro acampamento do PPBio, aproximadamente 1:30 horas de barco, em beira do igarapé), 1º47’S, 59°17’W, 06 August 2006, G. Zuquim & & R. Braga-Neto 172 (holotype: INPA-219630!; isotype: EAFM-3627!). (Figures 1, 2, 3, 4a-c).

Diagnosis: Dennstaedtia aculeata is characterized by the presence of spines, as well as acicular and catenate hairs on the petioles and rachises. (Figure 1).

Figure 1
Dennstaedtia aculeata. A - Section of the petiole, showing spinescence; B - Rachis showing alternate pinnae; C - Pinna; D - Detail of rachis showing spines and acicular hairs; E - Detail of rachis showing acicular and catenate hairs with prominent base; F - Pinnule abaxially; G - Ultimate segment, abaxially, showing sori. Credits: Reinaldo Pinto.

Plants terrestrial. Rhizomes long creeping with catenate hairs, and roots with setose hairs. Fronds determinate, to ca. 2 m long; petioles vinaceous, 0.5-1 m × 0.8-1 cm, spiny, the spines reddish brown, 0.5-3 mm long, with small aerophores, glabrescent, moderately covered by acicular and catenate hairs in the adaxial sulcus, proximally with roots; laminae 4-pinnate to 4- pinnate-pinnatifid, ca. 1 m long, with alternate pinnae; rachises dark brown, spiny, with small aerophores, adaxially sulcate, densely covered by light brown catenate hairs, abaxially covered by light brown, acicular hairs and sparsely covered by catenate hairs with prominent base; basal pinnae alternate, equilateral, 60 × 40 cm, lanceate, proximally obtuse, distally acute to cuneate; costae abaxially with acicular and catenate hairs, adaxially with catenate hairs, with small aerophores, lacking adaxial wings; ultimate segments oblong, proximally sessile, distally round and dentate, 1-1.5 × 0.5-0.7 cm, with deep sinuses forming segments; costules and veins abaxially and adaxilly with acicular and catenate hairs; laminar tissue between the veins abaxially with acicular and catenate hairs, adaxially glabrous; lamina margins glabrous, entire and dentate at the segment apexes. Sori rounded, 0.5-0.8 × 0.5-0.8 mm; indusia purse-shaped, glabrous, formed by the fusion of the inner and the outer indusia. Spores tetrahedral-globose, trilete, verrucate with partly fused verrucae.

Paratype: Peru, Loreto, near Juan Velascos Alvarado, in “restinga”, typically non flooded land, floods only when extremely high inundation, close to creeks, 4°45’S, 75°39’W, 110 m, 6 Aug 2003, G. Cárdenas & & J. Vormisto 1541 (on three sheets: TUR-599750, TUR-599751, TUR-599752)

Distribution: Dennstaedtia aculeata is known from central Brazilian Amazonia, Amazonas state, Brazil, and from northeastern Peruvian Amazonia, Loreto, Peru (Figure 2). The type specimen from Brazil was collected near the bank of a small creek (locally known as igarapé) in the Uatumã Biological Reserve (REBio Uatumã). In Peru, D. aculeata was collected almost 2000 km away from the type, in the Pastaza region (Figure 3). The species potentially occurs in other areas between the two known locality records and further into eastern Brazilian Amazonia, as well as in areas with similar conditions in western Amazonian countries such as Colombia and Ecuador.

Figure 2
Dennstaedtia aculeata (sp. nov.) (G. Cárdenas & & J. Vormisto 1541, TUR-599750, TUR-599751, TUR-599752). A - Laminar apex; B - Medial pinnae; C - Basal pinna and petiole; D - Petiole and part of the rhizome in detail. Credits: G. Zuquim; edited by N.T.L. Pena. This figure is in color in the electronic version.

Figure 3
Distribution map of Dennstaedtia aculeta (sp. nov.). A - Known location records of Dennstaedtia aculeata in the Amazon region; B-C - Collection site of the type specimen near the artificial lake of the Balbina hydroeletric dam in Amazonas, Brazil; D-E - Collection site of the paratype in the Pastaza fan, near Iquitos, Peru. Background image is the median reflectances of Landsat scenes imagery (Van doninck and Tuomisto 2018) coarsened to 450 m resolution. Red, green and blue channels have been assigned, respectively, to bands 4, 5 and 7. Reflectance ranges for each band were 2700-3500, 1100-1600 and 430-670, respectively. Amazonian limits according to Eva and Huber 2005. This figure is in color in the electronic version.

Habitat: The type specimen was collected in a terra-firme forest in REBio Uatumã, near the artificial lake of the Balbina hydroelectric dam. The climate in the region is humid and without a dry season (no months with less than 50 mm of rainfall; Sombroek 2001). The region is located on the contact between two geological formations: the Paleozoic sandstone of the Trombetas Formation, in which overlaying soils tend to be poor in nutrients, and the Precambrian igneous rocks of the Iricoumé Formation, which is part of the Guiana Shield, with mosaic soils of varying fertility (Irion 1978; Sombroek 2000). The fern was growing on the margin of a small stream near Saccoloma inaequale (Kunze) Mett., Pteris tripartita Sw., and Didymochlaena truncatula (Sw.) J.Sm., which typically occur on relatively nutrient-rich soils (Zuquim et al. 2014). Interpretation of reflectance data of Landsat images (Van doninck and Tuomisto 2018; Tuomisto et al. 2019) and soil samples taken near the location of the type specimen (Figueiredo et al. 2014) and the paratype (Normand et al. 2006) suggest that the species might be an intermediate to nutrient-rich soil specialist. The paratype occurred in a patch of soil of volcanic origin along the Urituyaco River (Normand et al. 2006), in the geological area of the Pastaza Fan. The Pastaza Fan is a vast Holocene volcanoclastic alluvial fan draining from the Cotopaxi volcano (Räsänen et al. 1990). Intermingled with the nutrient-rich soils, which mainly occur along river valleys, the Pastaza region comprises a mosaic of different edaphic characteristics and vegetation types, with poor-soil swamps and slightly elevated areas which are dominated by the palm Mauritia flexuosa L.f. (locally known as aguajales in Peru or buritizais in Brazil).

Etymology: The specific epithet “aculeata” is a reference to the spines present on the petioles and rachises of the plant, which are uncommon in the genus.

Conservation status: According to the IUCN Red List criteria, Dennstaedtia aculeata should be considered as Data Deficient (DD), as there is not enough information to make a direct or indirect assessment of its risk of extinction based on the distribution and/or population status of the new species. As Dennstaedtia aculeata is known only from isolated individuals in its type and paratype localities, there is no solid information about its current status or potential threats. For example, it was not possible to calculate the Extent of Occurrence (EOO) with only two known occurrence records. The DD category indicates that more information is needed about the geographic distribution and biology of D. aculeata, and that further research is needed to determine the appropriate threat classification (IUCN 2012; IUCN Standards and Petitions Committee 2019).

DISCUSSION

We placed Dennstaedtia aculeata in Polypodiales, due to its stalked sporangia with vertical, interrupted annuli. We placed it in Dennstaedtiaceae and Dennstaedtia due to the long creeping rhizomes with catenate hairs, long and highly dissected fronds (to 4-pinnate-pinnatifid), free veins, discrete, marginal sori protected by purse-shaped indusia (formed by the fusion of inner and outer indusia), and tetrahedral-globose, trilete spores (Tryon 1960; Navarrete and Øllgaard 2000).

Hypolepis Bernh. is a genus in Dennstaedtiaceae with many species having spines, as well as discrete, marginal sori (Schwartsburd and Prado 2015), thus being superficially similar to D. aculeata. However, unlike D. aculeata, Hypolepis has only outer indusium and monolete spores (Schwartsburd and Prado 2015). We discarded the possibility of D. aculeata being an intergeneric hybrid between Dennstaedtia and Hypolepis for several reasons. First, the lineages of these two genera are very distantly related, having diverged in the Cretaceous (ca. 80 m.y.a.) (Schwartsburd et al. 2020). Secondly, their base chromosome numbers are very different, with Dennstaedtia (group Patania) having 46 and 47, and Hypolepis 52 (Schwartsburd et al. 2020). Finally, the sporangia and spores of D. aculeata are perfectly well-developed, with similar morphology to those of D. cicutaria (Yañez et al. 2016).

Spines (or aculei, prickles, thorns, depending on each author’s interpretation) are common epidermal structures found in the Dennstaedtiaceae (Shang et al. 2018; Schwartsburd et al. 2020), especially in subfamily Hypolepidoideae. According to Shang et al. (2018) and Schwartsburd et al. (2020), they appeared in the ancestors of the genus Hiya H. Shang and in the Neotropical clade of Hypolepis (see also Schwartsburd and Prado 2015), sometimes contributing to the so-called “scandent syndrome” (when the spines aid the individual plant to grow supported by other elements of the vegetation). Within these two different clades, there were also secondary reversals, giving origin to unnarmed species, such as Hiya distans (Hook.) Brownsey & & Perrie, and some Neotropical Hypolepis (Shang et al. 2018; Schwartsburd et al. 2020).

In subfamily Dennstaedtioideae, spines are extremely rare. Out of the approximately 130 species in the subfamily, spines were previously reported only for one Paleotropical species (Dennstaedtia scandens), and for one Neotropical species from Mexico and Honduras (D. spinosa) (e.g., Mickel and Smith 2004; Schwartsburd et al. 2020). Therefore, D. aculeata is the third known spiny species in the subfamily. Morphologically, the spines of D. scandens are different from those of D. spinosa and D. aculeata: they are stout and curved, whereas in the other two species they are conical and straight. Unfortunately, we were not able to extract DNA from D. aculeata to check if it is a sister taxon to D. spinosa, and thus their spines had the same origin.

Dennstaedtia aculeata differs from D. spinosa by the alternate pinnae (vs. opposite), the vinaceous and densely spiny petioles (vs. light brown and sparsely spiny), the dark brown rachises (vs. stramineous), by the costae, veins and laminar tissue between the veins with acicular and catenate hairs (vs. with only catenate hairs), and by the glabrous indusia (vs. hairy) (Figure 4).

Figure 4
Dennstaedtia aculeata (sp. nov.) (G. Zuquim & & R. Braga-Neto 172, INPA-219630). A - Rachis with alternating pinnae; B - Pinules and ultimate segments, abaxially; C - Petiole dark brown to vinaceus and densely spiny. Dennstaedtia spinosa (M. Sundue et al. 5045, VT-290463; J.T. Mickel 2730, NY-149042). D - Rachis with opposite pinnae; E - Pinules and ultimate segments, abaxially; F - Petiole light brown and sparsely spiny. Credits: N.T.L. Pena (A, D, E); G. Zuquim (B, C); NYBG virtual herbarium (F). This figure is in color in the electronic version.

Another morphologically close species to D. aculeata is D. cicutaria, due to the similar indument on the rachises, costae and veins (copiously furnished by acicular and catenate hairs) (Tryon 1960). However, D. cicutaria has absolutely no spines, and D. aculeata presents rachises abaxially sparsely covered by catenate hairs, with prominent base (vs. densely covered by catenate hairs, with homogeneous base).

We also compared D. aculeata with D. bipinnata (Cav.) Maxon, which was the only Dennstaedtia species previously known from Brazilian Amazonia (Prado et al. 2017). Dennstaedtia aculeata can be easily distinguished from D. bipinnata by the presence of spines on petioles and rachises (vs. no spines), by the lack of wings adaxially continuous from pinna-rachises onto costae (vs. presence of wings adaxially continuous), and indusia purse-shaped (vs. cilindrical). The description of this new species advances our knowledge of the taxonomy and systematics of Neotropical ferns in the botanically undersampled and understudied Amazon region (Nelson et al.1990; Hopkins 2007; Schulman et al. 2007).

CONCLUSIONS

We describe a new fern species, Dennstaedtia aculeata (Dennstaedtiaceae), from Brazilian and Peruvian Amazonia. This species is unique among South American Dennstaedtia for having spines on petioles, and rachises and was immediately recognized as a new species. Furthermore, the species presents two types of hairs (catenate and acicular), which can be observed in the rachises and laminae. This is the 16th species of Dennstaedtia described for Amazonia, the first to be recorded in central Amazonia.

ACKNOWLEDGMENTS

We thank Fundação de Amparo à Pesquisa do Estado de Minas Gerais (FAPEMIG) for the PhD scholarship to Nelson Túlio Lage Pena, the International Association for Plant Taxonomy (IAPT) for the “Grant 2020” to Nelson Túlio Lage Pena, the Curator of INPA Herbarium, Mike Hopkins, the students and staff at herbarium VIC, and Reinaldo Pinto for the illustrations. Gabriela Zuquim would like to thank Pilot Plan for Brazilian Tropical Forest Protection/ Conselho Nacional de Desenvolvimento Científico e Tecnológico (PPG7/CNPq) for funding during field work, Ricardo Braga-Neto “Saci” for assistance in the field, the staff of REBIO Uatumã and Programa Waimiri-Atroari for granting the permits and for logistic support during field work. We thank Jefferson Prado and Hanna Tuomisto for the fruitful discussions.

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• CITE AS:

  Pena, N.T.L.; Zuquim, G.; Schwartsburd, P.B. 2022. Beware my spines: a new spiny fern (Dennstaedtia, Dennstaedtiaceae) from central and western Amazonia. Acta Amazonica 52: 142-148.

Edited by

ASSOCIATE EDITOR:

Natália Ivanauskas

Publication Dates

• Publication in this collection
  04 July 2022
• Date of issue
  Apr-Jun 2022

History

• Received
  27 Dec 2021
• Accepted
  15 Apr 2022