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Nordic Journal of 30: 533–545, 2012 doi: 10.1111/j.1756-1051.2011.01382.x, © 2012 Th e Authors. Nordic Journal of Botany © 2012 Nordic Society Oikos Subject Editor: Arne Strid. Accepted 5 December 2011

Phylogenetic analysis of the rosmarinifolia aggregate (: : Santolininae) based on morphological characteristics

Aixa O. Rivero-Guerra and Michel Laurin

A. O. Rivero-Guerra ([email protected]), Depto de Biolog í a Vegetal y Ecolog í a, Facultad de Biolog í a, Univ. de Sevilla, Avda. Reina Mercedes, ES-41012-Sevilla, Spain. AORG also at: Centro de Investigaç ã o en Biodiversidade e Recursos Gené ticos. Campus Agrá rio de Vair ã o. Rua Padre Armando Quintas-Crasto, PT-4485- 661 Vairã o, Portugal. – M. Laurin, CNRS/MNHN/UPMC, Dept Histoire de la Terre, Case Postale 48, 43 rue Buff on FR-75231 Paris Cedex 05, France.

Th e phylogenetic relationships between taxa of the Santolina rosmarinifolia aggregate were studied using TNT and PAUP parsimony analyses of a morphological data matrix that encompasses 2516 individuals. Two major clades can be distinguished: clade 1 comprises S. semidentata , S. melidensis , S. impressa , S. orocarpetana and S. ϫoblongifolia ; clade 2 comprises S. ageratifolia, S. canescens and the subspecies arrabidensis , rosmarinifolia , castellana , pectinata and montiberica . No qualitative characteristics or groups of characteristics clearly diff erentiate these clades. Monophyly of the S. rosmarinifolia aggregate is supported. Most populations appear highly polyphyletic. Santolina impressa , S. melidensis , S. ageratifolia and the S. rosmarinifolia subspecies rosmarinifolia and arrabidensis form a monophyletic group whereas Santolina orocarpetana is polyphyletic and Santolina oblongifolia , S. canescens , S. semidentata and the subspecies castellana , pectinata and montiberica are all paraphyletic. Th e internal branches have an average length of 20.1 steps, with a standard deviation of 8.5 steps. Th e basal branch of several taxa shows a much higher number than average (20.1 steps) over the tree, which suggests that reasonably good clade support is present for these taxa. Santolina semidentata is the most variable taxon of this aggregate. Th e presence of a capitulum with three rows of involucral bracts is the ancestral condition in the aggregate. Th e results suggest that this aggregate arose from an ancient polyploid. A key to the taxa is provided.

Speciation plays a major role in modern evolutionary In this process several forces (fertility selection, phenotypic biology (Rieseberg and Willis 2007). Th e role of speciation selection and the selection of ecologically relevant traits) for phenotypic and genotypic divergence is well known, act simultaneously (Karrenberg et al. 2007). Hendry et al. but there is also growing evidence that molecular (Venditti (2007) emphasized the importance of the occupation of a and Pagel 2010) and phenotypic (Cubo 2003) evolution new ecological niche for the establishment of a new homo- accelerates during speciation. Th us, it is not surprising that ploid hybrid (without change in chromosome number). many evolutionary biologists have focused on the specia- However, in the absence of reproductive barriers, homoploid tion process. Experimental, fi eld, and theoretical work sug- hybrids may still become established despite the possibil- gests that reproductive isolation, a prerequisite of speciation, ity of backcrossing with their parental (Turelli et al. may arise through chromosomal repatterning, hybridation, 2001, Buerkle and Rieseberg 2008, Abbott et al. 2010). ecological divergence, and/or spatial separation (Grant 1981, Hybridisation introduces new allelic combinations that McCarthy et al. 1995, Buerkle et al. 2000, Rieseberg et al. may be neutral, deleterious or advantageous (Barton 2001, 2003, Karrenberg et al. 2007). Sapir et al. 2007), aff ecting multiple aspects of the pheno- Barton (2001) argued that hybridisation has played a type, genotype, and physiological response to abiotic con- crucial role in evolution, and that it is an important force ditions, among others (Whitney et al. 2010). New gene that contributes to adaptive evolution and speciation, espe- combinations may enable hybrids to colonize new habitats cially in angiosperms. However, hybridisation as a process where they have better chances of becoming genetically in the evolution of closely related lineages remains poorly stabilized (Kirkpatrick and Barton 1997, Rieseberg et al. understood. Hybrid genotypes may become established 2007, Donovan et al. 2010, Li et al. 2010). through diploid hybrid speciation (Grant 1981, Rieseberg Speciation is often associated with changes in ploidy in 1997, Gross et al. 2003, 2007, Rieseberg and Willis 2007, angiosperms. Th is may explain why polyploids are com- Abbott et al. 2010), which involves hybrid establishment. mon in that clade. Wood et al. (2009) found that 35.04%

533 of the taxa of usually ranked at the infrageneric (S. ϫoblongifolia ) are associated to humid areas on granite level include polyploids, and 12.45% of the speciations substrate, and that they should not be recognized as a dis- in that clade involved polyploidisation. Th e Santolina tinct species. rosmarinifolia aggregate (endemic to the Iberian Penin- Rivero-Guerra (2011) proposed a possible homoploid sula and northern Africa) is a good model system to better hybrid origin of S. semidentata , S. melidensis and subsp. understand the role of polyploidisation and hybridisa- castellana from the same two parental taxa (S. orocarpetana tion in the speciation process. Indeed, multiple hybridisa- and subsp. rosmarinifolia ). A biometric study also revealed tion events and the recurrent formation of polyploids may that S. canescens is phenotypically intermediate between have resulted in complex evolutionary patterns in the subsp. castellana and S . pectinata , suggesting homoploid S. rosmarinifolia aggregate (Rivero-Guerra 2008a, 2008b, hybrid origin for this taxon. However, the intermediate 2008c, 2009, 2010, 2011). Both mechanisms appear to characteristics are more patent in S. canescens than in the be important in the evolution of this aggregate, as in other taxa. Th is supports the hypothesis of Rieseberg and (Rieseberg 2001), polyploid (Leitch and Ellstrand (1993) and Rieseberg (1995) that hybridisation Leitch 2008), Ranunculus auricomus (H ö randl et al. 2009), does not always result in morphological intermediates. Senecio (Brennan et al. 2009), and Pinus (Zhou et al. 2010). Many other species that have originated by the same biologi- Recent studies by Rivero-Guerra (2011) based on cyto- cal process are not phenotypically intermediate (Rieseberg genetic, morphological and ecogeographical characters 1997, Brochmann et al. 2000, Gross et al. 2003), although showed that several of the 11 taxa of the S. rosmarinifolia Cirsium forms an exception (Segarra-Moragues et al. 2007). aggregate are polyploids. Th ree of them (S. rosmarinifolia According to the patterns of variation of the S. subsp. castellana called subsp. castellana below, S. canescens rosmarinifolia aggregate described above, we predicted a and S. pectinata ) have two cytotypes each: diploid and tet- complex phylogeny of this aggregate. We test this hypothesis raploid (Rivero-Guerra 2008c, 2009). Some of the other below. taxa of this aggregate are diploid, such as S. rosmarinifolia Recent investigations have shown the affi nity between subsp. rosmarinifolia (called subsp. rosmarinifolia below), Santolina and other anthemids. Oberprieler (2002, 2005) S. impressa , S. orocarpetana (Rivero-Guerra 2008a, 2009, demonstrated the monophyly of the Santolina , 2010), S. semidentata , and S. melidensis (Rivero-Guerra based on two representative taxa (one population per taxon) 2009). Two taxa, S. rosmarinifolia subsp. arrabidensis (called of this genus: S. rosmarinifolia and S. africana. He also subsp. arrabidensis below) and S. pectinata subsp. montiberica showed that Rhetinolepis and Mecomischus form the (called subsp. montiberica below) are tetraploid (Rivero- sister group of Santolina . Guo et al. (2004) showed that Guerra 2008a, 2008c). Finally, S . ageratifolia is hexaploid Anacyclus , Tanacetum , Brocchia , Aaronsohnia and Santolina (Rivero-Guerra 2008b). Two of the taxa consist exclusively form the sister group of Achillea . Oberprieler et al. (2007a) of polyploids, showing multivalent confi gurations above proposed a new subtribal classifi cation of Asteraceae – quadrivalent and hexavalent levels in the meiosis. Seven Anthemideae, according to which Santolininae formed diploid taxa show a multivalent confi guration in the meiosis a monophyletic subtribe, together with Glebionidinae , (Rivero-Guerra 2008a, 2008b, 2008c, 2009, 2010). Most Leucanthemopsiinae and Leucantheminae . Himmelreich of the polyploids, except S. ageratifolia, appear to have arisen et al. (2008) showed that Cladanthus arabicus , Chamaeme lum multiple times, and cytogenetic and morphological stud- nobile and S. chamaecyparissus form a clade. Oberprieler ies support an autopolyploid origin for all of then (Rivero- et al. (2009) used data on nrDNA ITS, biogeography, Guerra 2008a, 2008b, 2008c, 2009). Th e hybridisation evolution of base chromosome number, evolution of embryo between two morphologically distinct taxa, S. orocarpetana sac developmental type, and evolution of receptacle type and subsp. rosmarinifolia , and the bi-directional introgres- (paleas absent vs present) in the tribe Anthemideae to show sion of the hybrids with the parentals are potentially sig- that Chamemelum , Cladanthus , Mecomischus , Rhetinolepis nifi cant in the maintenance, morphological diff erentiation, and Santolina form a clade that occurs in northern Africa, diversity, and evolution of the taxa within this aggregate in the Mediterranean area, and in southern Europe. (Rivero-Guerra 2009, 2011). Th e frequent occurrence of Furthermore, the same authors suggest that Santolina , hybridisation in the S. rosmarinifolia aggregate results from: Mecomischus and Rhetinolepis form a clade based on the evo- 1) sympatry between diploid taxa, 2) absence of morpho- lution of indument type (basifi xed vs medifi xed hairs). Th e logical karyotypic divergence, 3) overlap in fl owering period, phylogenetic tree presented by Oberprieler et al. (2009) con- and 4) recent divergence (Rivero-Guerra 2009, 2011). fi rmed previous results of Oberprieler et al. (2007a, 2007b) Th e nomenclature and systematics of Santolina has concerning the tribe Anthemideae. been throughly revised recently. Rivero-Guerra (2012) Most phylogenetic studies of closely related species examined the lectotype of S. oblongifolia Boiss. (Boissier have focused on a few individuals per populations, and few 1856), suggesting that it does not match the current usage populations per species. For instance, R ü ber et al. (2003) of the name. Th us, among populations previously attributed produced a time-calibrated molecular phylogeny of about to S. oblongifolia, she erected the species S. orocarpetana 70 individuals of 55 species of gobies (Teleostei) to test for populations of Santolina that occur on the top of the monophyly of various taxa and hypotheses about the tempo Gredos massif, whereas the populations that grow at of speciation in the clade. Steinfartz et al. (2007) produced altitudes below 1800 m were referred to the nothospe- a time-calibrated molecular phylogeny of 38 salamandrid cies S. ϫoblongifolia . She also argued that the hybrid species based on 162 individuals to test the monophyly of swarms between S. orocarpetana and subsp. rosmarinifolia various taxa and study the evolution of various reproductive

534 characters. D í az-P é rez et al. (2008) studied 215 individu- Th ey were selected according to their common use in als of 36 populations of four species of Festuca (Gramineae) Santolina and variability within and between through AFLP (amplifi ed fragments length polymorphism) taxa. diameter and plant height were measured in the to study insular speciation and colonization. Few studies fi eld, in natural populations. Th e lobes were defi ned as each have extensively sampled several individuals per population, segment or division of the leaf limb. Leaf width, involucral and several populations per species of a few closely related bracts width, interseminal bracts width, and apical width species. Th is is precisely the approach that we have taken of the appendage of the involucral bracts were measured at to study the speciation and phylogeny of the Santolina the widest point. Lateral width of the appendage of the invo- rosmarinifolia aggregate, which contains many polyploid taxa. lucral bracts was measured at the midpoint of the bracts. Morphological variation, the apparently wide interfertil- Th e characters used in the phylogenetic analyses con- ity limits, a complex evolutionary history with hybridisation cern the position of 1) the leaves on fl owering and sterile and polyploidisation events, and the limitations inherent stems: basal (which arise from the base of the fl owering and in rank-based nomenclature (de Queiroz and Gauthier sterile stems), lower, middle, upper, and fascicular (which 1990, Pleijel and Rouse 2003, Laurin 2005, 2008) cause arise from the axils of the cauline leaves of the sterile stems); taxonomic problems in this aggregate. Th e present work 2) involucral bracts (outer, middle, and two well-defi ned discusses the implications of the phylogeny for the nomen- inner rows), and interseminal bracts; and 3) the fl owers and clature in this aggregate. achenes on the involucre: peripheral and central. Th e invo- Th e following questions are addressed here: 1) What lucral bracts, fl owers and achenes were chosen at equidistant are the phylogenetic relationships between taxa of the points around the capitulum. S. rosmarinifolia aggregate? 2) do biogeographic patterns For each characteristic (quantitative and qualitative), of speciation emerge? 3) are there patterns of variation except for plant diameter and plant height, three observa- between clades? and 4) does the recently proposed nomen- tions were made on each individual. For each individual, clature of the S. rosmarinifolia aggregate (Rivero-Guerra the average of the three quantitative measurements and fre- 2011) refl ect the phylogenetic relationships? quency mean of each qualitative characteristic were deter- mined. Th e observations and measurements were performed under a binocular microscope, and measurements were Material and methods made with a digital calibrator. Th e terminology of Stearn (1996) was used. Sampling Each measured individual (specimen) was treated as an independent operational taxonomic unit (OTU) in most Th is study samples 38 populations (458 individuals) of analyses, although dissimilarity between groups of OTUs S . rosmarinifolia subsp. rosmarinifolia L. (Linnaeus 1753), (taxa, population and individuals) was also computed. 18 populations (187 individuals) of S . rosmarinifolia As outgroup, we used S. chamaecyparissus L., a species subsp. castellana Rivero-Guerra (Rivero-Guerra 2011), closely related to the S. rosmarinifolia aggregate based on 2 populations (55 individuals) of S . rosmarinifolia subsp. morphology, cytogenetic and seedling development. Th e arrabidensis Rivero-Guerra (Rivero-Guerra 2008a), 44 2516 OTUs represent individuals (SOM 1) belonging to populations (507 individuals) of S . canescens Lag. (Lagasca several populations per species or subspecies. 1816), 6 populations (87 individuals) of S . impressa Hoff manns. & Link (Hoff mansegg and Link 1820), 2 populations (62 individuals) of S . ageratifolia Barnades Phylogenetic and statistical methods ex Asso (Asso 1784), 4 populations (96 individuals) of S . orocarpetana Rivero-Guerra (Rivero-Guerra 2012), 25 TNT (Goloboff et al. 2003, 2008) is able to analyze quan- populations (185 individuals) of S . semidentata Hoff manns. titative characters directly, but we decided to discretize & Link (Hoff mansegg and Link 1820), 1 population them, for several reasons. First, Goloboff et al. (2006) (26 individuals) of S . melidensis (Rodr. Oubi ñ a & S. Ortiz) argued that continuous characters should be entered as Rodr. Oubi ñ a & S. Ortiz (Rodr í guez Oubi ñ a and Ortiz ranges refl ecting the mean plus or minus one (or two) stan- 1998), 41 populations (236 individuals) of S. pectinata dard deviations, to enable the software to use only signifi cant Lag. subsp. pectinata , 20 populations (173 individuals) of diff erences. However, our main analysis includes individual S . pectinata Lag. subsp. montiberica Rivero-Guerra (Rivero- organisms as OTUs, and therefore, there are no standard Guerra 2011), and 8 populations (251 individuals) of the deviations and no simple way to assess the signifi cance of hybrid swarm (S . ϫ oblongifolia ). Th e localities in which diff erences. Second, because other phylogenetic analysis these were collected are detailed in Supplementary material programs cannot analyze continuous characters directly, it Appendix 1. All samples were collected by one of us (ARG) would not be possible to compare results with other pro- grams, and we wished to perform at least exploratory searches in the summers of 1995 – 1999. Figure 1 in Rivero-Guerra ∗ (2011) shows the approximate geographical distribution of in PAUP (Swoff ord 2003), and export the trees to Mesquite the studied taxa. (Maddison and Maddison 2008) for further analysis. We scaled each character from 0 to 9 (ten states) no Morphometry matter how many discrete states were initially present (in discrete characters), or irrespective of the total value Quantitative and qualitative characteristics studied are span of continuous characters. Th at way, an equal weight explained in Supplementary material Appendices 2 and 3. was eff ectively given to all characters, and transitions were

535 weighted according to their magnitude. We used the new from best tree, swapping trees with TBR after fusion. We technology search methods of TNT, namely ratchet (Nixon experimented by varying the above settings for several 1999), tree fusing, drift, and sectorial searches (Goloboff searches, but this did not seem to greatly aff ect search 1999). Several searches were necessary because a few crashes performance. occurred when the program ran out of memory. Th us, once Given that two months were necessary to fi nd the optimal some of the earliest searches had run for over 130 h, they trees, we could not conduct bootstrap, jackknife, or Bremer were interrupted and the resulting trees were saved. Th en, index analyses because these require much more comput- the random seed number was changed, and these trees were ing time, which, in this case, would necessarily imply years used as starting trees for additional searches. After a few of searches. Th us, we cannot assess the robustness of our replicates, once the tree length got down to 213 707 steps, results, but future generations of systematists will be able to all searches completed within a few hours at most, typi- test our conclusions using the data matrix (Supplementary cally yielding additional trees of the same length (most material Appendix 4). Nevertheless, to assess clade support frequently) or shorter trees (once in a while). At each step, of the taxa, we looked at the number of steps on the branches. the most parsimonious trees available from the previous Clade support should be approximately proportional to search were used as starting trees. More than 240 searches the number of steps on their basal branch, although this were thus performed, which enabled TNT to fi nd much measure does not account for convergence, contrary to the shorter trees, over a period of more than six weeks. In the Bremer index and bootstrap. Th us, this measure of support late part of the search, when the tree length had dropped is not as good, but it is the only one that we can provide on to 213 595 steps, and until it reached 213 495 steps, it this large dataset with the current technology. took between one and twenty-three searches to fi nd shorter Stepwise discriminant analysis was performed to deter- trees. We stopped the search when TNT found trees of mine dissimilarity between clades. An optimal scaling 213 494 steps thirty consecutive times. We also launched (categorical principal component) was employed to explore a second search, from the shortest (but clearly suboptimal) the correlation structure of the qualitative characteristics, trees (213 639 steps) obtained from a series of 28 indepen- and to assess the relative importance of each characteristic dent searches (not from the series evoked above) conducted in creating dissimilarity between clades. by P. Goloboff on his cluster computer in an attempt to Th ese techniques were applied after ensuring that discover other tree islands. However, after weeks of work requirements regarding data distribution were met for (and 170 searches), the length (213 559 steps) was still far 1) multivariate normality by means of the Kolmogorov– from optimal (213 494 steps), so that search was abandoned Smirnov and Shapiro– Wilk contrast, 2) homogeneity of after a total of about two months of intensive search. A dif- variance by means of the Barlett– Box contrast in the ference of 65 steps out of more than 213 000 steps may multivariate models of Almeida-Pinheiro de Carvalho seem small, but in this case, the true pattern of relationships et al. (2004), and the Levene test in the univariate models between most OTUs is reticulation rather than divergent (Dytham 2003, Grafen and Hails 2002), and 3) the presence because many individuals per population have been sampled. of outliers, which were detected graphically. Th e quantita- Th is no doubt greatly infl ates the noise, so a small diff erence tive characteristics were square-root-transformed prior to the in length may be signifi cant. analysis to increase the homogeneity of variance, although For a typical search, the following settings were used: the comparison with the results obtained from the original for sectorial searches, using a separate matrix-buff er for characteristics indicated only minor diff erences. sectors with up to 1258 terms, recursion (user-defi ned Th e statistical packages STATISTICA ver. 6.0 and searches) disabled, exclusive sector selections dividing SPSS ver. 14.0 were used. Th e correlation coeffi cient was the tree into 14 – 25 chunks, cycling through entire tree considered high when r Ն 0.75, moderate when 4 times, sectors of size below 75 analyzed with 3 RAS 0.50 Յ r Ͻ 0.75, and low when r Ͻ 0.50. Results were (random addition sequences) ϩ TBR (tree bisection – deemed signifi cant if the probability of the null hypothesis reconnection; 3 extra starts were used if the fi rst 3 produced was less than 0.05. score diff erences), not fusing starting trees for small sec- tors, sectors of size 75 or more analyzed with tree-drifting (8 cycles), doing global TBR every 4 cycles, accepting Results equally good subtrees; for tree drifting, 8 iterations, 200 substitutions (no more than 200 tree-rearrangements Parsimony analysis accepted in perturbation phase), maximal absolute fi t dif- ference of 2, maximal relative fi t diff erence of 0.20, rejection Th e most parsimonious trees were 213 494 steps long. factor for suboptimal trees 3.00, two autoconstrained cycles, Th e various algorithms for large datasets in TNT obviously stopping when 99% of perturbation phase was completed; are vastly superior to the swapping algorithms of PAUP, for ratchet, 12 iterations, 210 substitutions (no more than because the latter found 800 trees (the maximal number 210 tree-rearrangements accepted in perturbation phase), that could be stored in the allocated memory) of 215 217 equally weighted cycle enabled, probability of up-weighting steps after 334 h (that search stopped because PAUP ran and down-weighting 3, 3 autoconstrained cycles, stopping out of memory to store new trees). By comparison, TNT when 99% of perturbation phase was completed; for tree had found trees of 214 201 steps in 21 min, and of 213 757 fusing, 3 rounds of tree fusing, accepting exchanges of equal steps (1460 fewer steps) in less than 44 h. Th is study is score and all exchanges that improve initial score, starting based on the strict consensus of the 11 most parsimonious

536 trees found (213 494 steps). We cannot be absolutely cer- forming clades). Five taxaare monophyletic (Fig. 1; Sup- tain that these are the shortest trees, because throughout the plementary material Appendix 4). Santolina orocarpetana search, additional search time yielded shorter trees, but to is polyphyletic. Santolina ϫ oblongifolia , S. canescens , reduce tree length by a given number of steps, the additional S. semidentata , subsp. castellana , subsp. pectinata, and subsp. time required increased steadily, especially at the end of the montiberica are paraphyletic. search. Two major clades (Fig. 1; Supplementary material S. chamaecyparissus sensu amplo and the S. rosmarinifolia Appendix 4) can be distinguished in the aggregate as a result aggregate both appear monophyletic, even though in of the parsimony analysis: clade 1 comprises S. semidentata , TNT, only individual 2516 (the last of 200 individuals of S. melidensis , S. impressa , S. orocarpetana and S. ϫoblongifolia ; S. chamaecyparissus) was used as the outgroup and no clade 2 comprises S. ageratifolia, S. canescens and the sub- topological constraint was enforced. Th us, monophyly of species arrabidensis, rosmarinifolia, castellana, pectinata and S. chamaecyparissus and the S. rosmarinifolia aggregate was montiberica. not ensured by this procedure, which required re-rooting Within clade 1, only two taxa are monophyletic (Fig. 1; the tree between these two clades. Th erefore, this is a result, Supplementary material Appendix 4): S. impressa and rather than a rooting constraint (if the ingroup were S. melidensis . Th ese two taxa are nested within S. semidentata. not monophyletic with respect with S. chamaecyparissus , Santolina orocarpetana is polyphyletic and is nested within no rooting would have resulted in both sets of OTUs S. ϫ oblongifolia .

1 2

castellana rosmarinifolia arrabidensis

/ 2, 3 pectinata montiberica 1 2 3 subsp. subsp.subsp. subsp. subsp.

oblongifolia nothosp. oblongifolia nothosp. ¥ ¥ pecinata S. chamaecyparissusS. semidentataS. melidensis S. semidentataS. impressa* S. semidentataS. S. orocarpetana*S. S. orocarpetana*S. rosmarinifolia S. rosmarinifoliaS. rosmarinifoliaS. canescens S. pecinataS. S. ageratifolia* Individual 2345 Individual 2341 Individual 1692 Individual 1748 Individual 1722 Individual 1687 Individual 1639 Individual 1693 Individual 1677 Individual 1635 Individual 1636 Individual 1750 Individual 1638 Individual 1752 Individual 2307 Individual 2313 Individual 1778 Individual 1725 Individual 1724 Individual 2011 Individual 2037 Individual 2130 Individual 1965 Individual 2163 Individual 1898 Individual 1897 Individual 2136 Individual 2064 Individual 2147 Individual 2148 Individual 2143 Individual 2145 Individual 2162 Individual 2079 Individual 2080 Individual 1907 Individual 1909 Individual 1861 Individual 1862 Individual 556 Individual 516 Individual 571 Individual 1089 Individual 1138 Individual 1199 Individual 1187 Individual 384 Individual 383 Individual 388 Individual 1264 Individual 1326 Individual 1230 Individual 1555 Individual 1591 Individual 1610 Individual 2198 Individual 2199

33 15 14 29 46 C 19 12 21 13 16C 16 2032 20 38 18 28 17 12 C C A 17 14 15 21 15 23 15 19 14 17 A 24 14 9 13 9 29 17 C 34 S. pectinata 32 10 subsp. pecinata 28 17 21 44 20 11 21 17 10 25 8 22 Cl. 1 22 20 Cl. 2 B 18 A

Traditional nomenclature S. canescens S. orocarpetana S. rosmarinifolia subsp. castellana S. ¥ oblongifolia nothosp. S. rosmarinifolia subsp. rosmarinifolia S. ageratifolia S. rosmarinifolia subsp. arrabidensis S. impressa S. pecinata subsp. pectinata S. chamaecyparissus S. pecinata subsp. montiberica A, Polyploid S. melidensis B, Diploid with multivalents S. semidentata C, Diploid without multivalents Figure 1. Relationships between subspecies of Santolina assessed using all 2516 individuals. Th e tree was simplifi ed (to be legible) by retaining only enough individuals per clade or grade to show the general pattern of relationships. Th e number of steps on each internal branch is shown to the left using MacClade ver. 4.08, setting polytomies to hard (otherwise, no changes are shown on branches participat- ing to polytomies), and showing almost all possible changes (approximate maximum number of changes). Th e average number of steps per branch is 20.1 and the standard deviation, 8.5. For more detailed information, see Supplementary material Appendix 1. Note that several species appear to be paraphyletic, like S. semidentata , and S. canescens . Th is also applies to some subspecies, such as S. rosmarinifolia subsp. castellana and both subspecies of S. pectinata , under the nomenclature proposed by Rivero-Guerra (2010), shown immediately above the tree. An alternative nomenclature, that includes no reversals of the Linnaean hierarchy, is proposed above.

537 Within clade 2, three taxa are monophyletic (Fig. 1; of quantitative and/or qualitative characteristics that sup- Supplementary material Appendix 4): S. ageratifolia and ports the phylogeny shows a modest diff erentiation of the the subspecies rosmarinifolia and arrabidensis . Th e subspe- clades. cies castellana is at the base of this clade and is paraphyl- Th e analysis of variation patterns of each qualitative etic. Santolina ageratifolia is deeply nested within subsp. character in the phylogeny, as well as the results of the montiberica , which is itself nested within the subsp. optimal scaling analysis, indicate that no qualitative pectinata , and the latter is nested within S. canescens . Th at characteristic or group of characteristics clearly diff erenti- whole clade is the sister-group of subsp. arrabidensis , whereas ates between the two major clades. Th e results show that the latter, along with the S. canescens–S. ageratifolia clade, is S. semidentata is the most variable taxon of this aggregate, the sister-group of the subsp. rosmarinifolia . All of them are which is consistent with its paraphyletic status, which nested within the subsp. castellana . includes four other taxa. Th e presence of some individuals Th e populations of S. ϫ oblongifolia are very similar of S. semidentata and of subsp. castellana within the hybrid to one of the parental species (S. orocarpetana ), and this populations indicates close similarity with S. oblongifolia . is refl ected by the position of the latter within the hybrid Th e results also show close similarities between form in the consensus tree (Fig. 1). Th e subsp. castellana is S. semidentata , S. melidensis , and between the three sub- another hybrid taxon and shows close relationships with the species of S. rosmarinifolia (rosmarinifolia , arrabidensis and other parent (subsp. rosmarinifolia ) in the phylogenetic tree, castellana ), except for: leaf margin, presence of fragile fl ower- and like S. ϫoblongifolia , it appears to contain its parental ing stem from the apex to the base, plant pubescence, plant species (which is a rather counter-intuitive result). colour, peduncle shape, shape of the middle leaf of the sterile Most populations of all taxa appear highly polyphyletic stem, incision of the lower leaf of the fl owering and sterile (Fig. A1, Supplementary material Appendix 4) in all trees stems, lobe insertion of the lower leaf of the sterile stem, leaf examined as well as in the strict consensus tree. apex, capitulum shape, shape of the middle and inner bracts, shape of the apex of the outer and middle bract (except for Clade differentiation subsp. castellana), insertion of the appendage of the middle and inner bracts, and hair characteristics of the interseminal Squared Mahalanobis distances (17.23) indicate that the bracts. two main clades within this aggregate are signifi cantly dif- Th e following characteristics of S. orocarpetana are ϭ Ͻ ferent (F51, 2262 153.55, p 0.0001) from each other, but present in subsp. castellana: 1) spatulate lower leaf of the the distances between them are very short. Th e discrimi- fl owering and sterile stems, 2) external bract with acumi- nant function is statistically signifi cant (eigenvalue ϭ 3.46, nate apex, 3) middle bract ovate, with appendage not decur- R canonical ϭ 0.88, Wilk ’ s λ ϭ 0.22, χ 2 ϭ 3, 419.73, rent, 4) fi rst and second rows of the inner bracts with the p Ͻ 0.0001). Th e factor structure shows that no quantitative appendage decurrent in the upper 1/3, 5) interseminal bract characteristic strongly diff erentiate between these clades. with simple and modifi ed hairs, and with villous indument, Th e correlation coeffi cient varies between 0.15 and 0.35 and 6) presence of individuals with three and four rows of among the characters with high contributions to clade involucral bracts. diff erentiation. Th e characters that discriminate between Th e following qualitative characteristics of subsp. clades are: leaf width of the sterile stems, width of basal rosmarinifolia are present in populations of S. ϫ oblongifolia : and cauline leaves, leaf lobe number of the sterile stems, 1) bright dark green or yellowish – green stems with dark length and width of the involucral and interseminal bracts, green leaves, sterile stem and leaf of the sterile stem usually and length and width of the appendage of the involucral greyish-glaucous or dark green and glabrous, 2) fl owering bracts. Th e multivariate combination of all these character- stem fragile from the apex to the base, and not solid near the istics allows for taxon and clade recognition. Th e classifi ca- capitulum, with peduncle strongly thickened above, 3) solid tion matrix shows that the two clades are well diff erentiated sterile stem, 4) lower and upper leaves of the fl owering (94.09% and 99.40% of the individuals are correctly clas- stems and lower and middle leaves of the sterile stems lin- sifi ed in the clades 1 and 2). Th e same prevails within each ear, 5) middle leaf of the fl owering stem dentate or entire, clade, except for S. orocarpetana in clade 1. 6) lower and middle leaves of the sterile stem pinnatifi d Th e relationships between the taxa that are included and dentate, with lobes along upper 1/3 or 1/2, 7) lower and within clade 1, except for S. impressa , are based, mostly, middle leaves with acute mucronate or obtuse mucronate on the characteristics of the involucral bracts. Th e nested apex, 8) leaf with thickened and involute-appressed mar- relationship between S. impressa and S. semidentata is gin, 9) external bract with acuminate apex, 10) interseminal based on quantitative characteristics of fl owering and sterile bract glabrous, outer and middle bracts strongly carinate, stem leaves. Th e characteristics of the involucral bracts of and 11) presence of four rows of involucral bracts. S. impressa are similar to those of the subspecies of Santolina canescens is most similar to S . rosmarinifolia S. rosmarinifolia (clade 2). Th e discriminant analysis also regarding the characteristics of the leaf, whereas it matches shows that leaf width is another discriminant characteris- S . pectinata and S. ageratifolia in the characteristics of tic between clades. Leaf width is greater in S. orocarpetana the involucral and interseminal bracts. Th e presence of and the hybrid swarms than in the remaining taxa of hollow fl owering stems in S. orocarpetana , S . ϫ oblongifolia , the aggregate; the range of variation in leaf width for and subspecies pectinata and montiberica refl ects two S. semidentata , S. melidensis , S. impressa , S. canescens and the independent appearances of this character (one in each pair subspecies of S. rosmarinifolia is similar. Th erefore, a group of taxa).

538 Th e basal branch of several taxa shows a much higher inclusive clade because the closely related S. elegans and number of steps than the average (20.1 steps, with a standard S. viscosa also display it. deviation of 8.5 steps) over the tree (Fig. 1). Th ese include S. chamaecyparissus (33 steps), S. melidensis (29 steps), S. ϫ oblongifolia (28 steps), S. impressa (46 steps), Discussion S. rosmarinifolia subsp. rosmarinifolia (32 steps), S. canescens (44 steps), S. pectinata subsp. pectinata (34 steps), and Hypotheses on the origin of the S. rosmarinifolia S. ageratifolia (38 steps). On the other hand, a few other aggregate taxa do not appear to be associated with more than the background level of apomorphies, such as S. semidentata Polyploidy is frequent in angiosperms, as emphasized in the (22 steps), S. rosmarinifolia subsp. castellana (20 steps), introduction, and it is attested in the S. rosmarinifolia aggre- and S. orocarpetana (16 to 20 steps depending on the vari- gate by the presence of quadrivalents in diakinesis, bridges ous clades), or to have a barely longer basal branch, such as and chromosome association in anaphase in the diploids S. pectinata subsp. montiberica (24 steps). S. semidentata , S. melidensis , S. canescens , S. impressa , subsp. castellana , S. ϫ oblongifolia, S. chamaecyparissus and S. viscosa (Rivero-Guerra 2009, 2010, unpubl.). It is further suggested Character evolution by the presence of multivalent confi gurations above the quadrivalent and hexavalent levels in tetraploids (Rivero- Parsimony inference of the ancestral states onto the phylo- Guerra 2008a, 2008b, 2009) and hexaploids (Rivero-Guerra geny reveals that the following characteristics are ancestral 2008b). Two hypotheses can be proposed to explain the for this aggregate: 1) plant decumbent, tomentose, olive evolution of these taxa. green, with viscose glands, 2) fl owering stem fragile near Th e fi rst hypothesis suggests that the aggregate arose the base and not solid near the capitulum, with peduncle from an ancient polyploid by means of somatic chromosome not thickened above or slightly thickened above, 3) solid number reduction, taxonomic diversifi cation and geographic sterile stem, 4) lower leaf of the fl owering and sterile stems range expansion in the Iberian Peninsula, and that these spatulate, 5) middle and upper leaves of the fl owering stem gave rise to Santolina . As a consequence of the diversifi cation and middle leaf of the sterile stem linear, 6) basal and fas- and expansion, two or more taxa coexisted and hybridised, cicular leaf elliptical, grooved and impressed-tuberculate- giving rise to the present hybrid populations. Th e dip- denticulate, 7) lower leaf of the fl owering stem pinnatisect loid taxa originated later, through chromosome reduction to pinnatifi d or pinnatipartite to pinnatifi d, with lobes and/or diff erentiation, and they spread through the entire along upper 1/2, 8) middle leaf of the fl owering stem geographical range of the aggregate (latitude 42° – 36 ° N), dentate or scaly-dentate, with lobes along upper 1/2, perhaps displacing previously-established polyploid taxa. 9) upper leaf of the fl owering stem linear, without lobes, Th ey also show a broader ecological spectrum than poly- 10) lower leaf of the sterile stem pinnatisect or pinnatisect ploids. Th e polyploids have a restricted habitat distribution to dentate, with lobes along upper 1/3 or 1/2, 11) middle (Rivero-Guerra 2008b) that may be relictual, according leaf of the sterile stem pinnatifi d, basal and cauline leaf the phylogeny (Fig. 1) and this hypothesis. Th e second with lobes along upper 1/2 or 2/3, 12), leaf with obtuse hypothesis suggests that the ancestor of the aggregate was mucronate or/and acute mucronate apex, 13) lobes ellip- diploid, and that structural changes by translocation and tical with obtuse mucronate apex, 14) capitulum hemi- chromosome inversions, local speciation through auto- or spherical or campanulate, not umbilicate, 15) receptacle allopolyploidy, and homoploid hybrid speciation explain hemispherical, 16) outer bract triangular, with apex not the karyotipic diversity in the aggregate. Both parsimony acuminate, with non-decurrent appendage, and strongly optimization of ploidy (with ordered states) on the phy- carinate from the apex to the base, 17) middle bract logeny (Fig. 1) and cytogenetic study in the genus Santolina ovate-triangular, with apex not acuminate, with non- (Rivero-Guerra unpubl.) strongly corroborate the fi rst decurrent appendage, and strongly carinate from the apex hypothesis that this species aggregate arose from an ancient to the base, 18) fi rst row of the inner bract elliptical, with polyploid. appendage decurrent in the upper 1/3, and carinate from Studies in Helianthus demostrates that hybridization the apex to the base, 19) second row of the inner bract leads to increased geographical range, ecological amplitude, elliptical, ovate or ovate-triangular, with appendage decur- and/or the colonization of new habitats (Rieseberg et al. rent in the upper 1/3, 20) interseminal bract elliptical, 2007). Rivero-Guerra (2011) suggested that the ‘ center without decurrent appendage, with hairs modifi ed or/ system’ of the Iberian Peninsula is the centre of origin of and simple, 21) involucral bracts in four rows, with this aggregate, where the introgression of advantageous appendage hyaline and not fragile, 22) interseminal bracts alleles is a major mechanism of diversifi cation of these pilose, and 23) fl owers erect, or with peripheral fl owers taxa. Parsimony optimization (with unordered states) on with corolla tube at an angle of 90° . Th is aggregate thus the phylogeny does not fully resolve the ancestral range of probably originated from an ancestor with the morpho- the aggregate, but clearly indicates that the basal dichotomy logical characteristics cited above. between clades 1 and 2 refl ects a range segregation between Th e phylogeny suggests that the presence of a capitulum the northwest of the Iberian Peninsula (clade 1) and the with three rows of involucral bracts is the ancestral condition centre (clade 2), either of which may represent the ances- in the aggregate, but this condition may diagnose a more tral range of the aggregate. Th e centre – west, centre – east, and

539 540 compared withitspresumed parental taxa( intermediate phenotypeofthehybrid, the somewhat castellana of introgressive racesin ofhybrizationinpromoting the formation the importance homoploid hybridoriginof subsp. Helianthus have beenpublishedby Rieseberg(1991)onthegenus tation ofthephylogenetictree. Analogous conclusions omous branchingpatterns,whichcomplicatesinterpre- 2008c, 2009,2010,2011),ratherthanexclusively dichot- includes hybridization(Rivero-Guerra 2008a,2008b, and Morefi it raisesproblems inthephylogeneticanalysis(Rieseberg Baumel et al. 2002,Guo et al. 2004,Cron et angiosperms (Rieseberg1991,RiesebergandNoyes 1998, al. 2008),and Homoploid reticulate evolution isrelatively commonin Reticulateevolution colonized later(Fig. 2). possibly thesouthofIberian Peninsula mayhave been Figure 2. Biogeographic analysisofthe Individual 2345 Individual 2341 S. chamaecyparissus Individual 1692

atthebaseofclade2thuspresumably refl Individual 1748

. Rivero-Guerra (2011)discussedindetail the Individual 1722 eld 1995). Th Individual 1687 Individual 1639 S. semidentata Individual 1693 Individual 1677 Individual 1635 Individual 1636 S. melidensis Individual 1750 1

Santolina Individual 1638 S. semidentata e evolution ofthisaggregate Individual 1752 Individual 2307 Individual 2313 S. impressa* Individual 1778 . Th .

S. rosmarinifolia Individual 1725 S. semidentata Individual 1724 2 e positionofsubsp. castellana Individual 2011 Individual 2037 Individual 2130 S. Individual 1965 ¥

S. orocarpetana oblongifolia nothosp. Individual 2163 3 , aswell as Individual 1898 S. orocarpetana*

aggregate. Individual 1897 Individual 2136 Individual 2064

ects Individual 2147 Individual 2148 S. Individual 2143 ¥ / 1 Individual 2145 oblongifolia nothosp. Individual 2162 present phylogenydoesnotcorr subsp. hybridization ofthesameparental species, S. semidentata S. as between thelasttwotaxa, S.rosmarinifolia species orinvader. gression trend ismostlyinthedirection ofthecolonizing ofCurrat thetheory et not support al. (2008)thattheintro- of Scascitelliet al. (2010)intwospeciesof increase invasiveness intheformer. However, theresults with et al. (2007).Th ( S. rosmarinifolia ness ofthistaxon islower thanthatoftheparental taxon Th and ecologicalamplitudeofinvasive plantpopulations ” . “ hybridization maypromote thepersistence,aggressiveness and

S. orocarpetana Individual 2079 e rangeextension,ecologicalamplitudeandaggressive- Individual 2080 Rivero-Guerra (2011)inferred acloseaffi ϫ S. rosmarinifolia Individual 1907 S. rosmarinifolia oblongifolia Individual 1909 S. orocarpetana* rosmarinifolia Individual 1861 Individual 1862 2 Individual 556 Individual 516 S. rosmarinifolia andsubsp. eintrogressive hybridizationofthehybrids Individual 571 tothesuggestionby Rieseberg ), contrary , buthigherthanthatoftheotherparent , ,

. She discussedthehypothesisthat Individual 1089 S. semidentata Individual 1138 S. rosmarinifolia 2, 3 ). Rieseberget al. (2007)suggestedthat

and Individual 1199 S. rosmarinifolia (invasive) probably contributedto Individual 1187 Individual 384 subsp. Individual 383

S. orocarpetana S. canescens Individual 388 subsp. castellana

castellana Individual 1264 oborate theser north-west center-west center-east center south north Individual 1326 , and S. pecinata subsp. Individual 1230 rosmarinifolia Individual 1555 S. arrabidensis

S. orocarpetana Individual 1591

S. melidensis pecinata are derived from Individual 1610 subsp. Individual 2198 . Apparently, the Individual 2199 S. ageratifolia* S. rosmarinifolia subsp. pectinata iy between nity esults, perhaps Helianthus

montiberica , aswell and do

because the reticulate evolution present in this aggregate because it indicates that a range expansion from the center obscures some cladogenetic patterns. However, our phy- to the south occurred with the origin of S. canescens (fi rst logeny suggests that S. semidentata gave rise to S. impressa hypothesis), and because both presumed parental species (Fig. 1), and seedling development (Rivero-Guerra unpubl.) appear closely related to S. canescens (second hypothesis). supports this hypothesis. Th e phylogeny also suggests that Th e cytogenetic and morphometric analyses, as well S. melidensis is derived from S. semidentata, which corro- as the phylogeny (Fig. 2) suggest that the presence of borates the close relationships between these taxa inferred polyploids in the center – west and in the center – east regions by Rivero-Guerra (2011). must have appeared fairly recently and results from two independent range extensions, one in S. impressa and one in Hypotheses on the origin of taxa within the subsp. arrabidensis . S. rosmarinifolia aggregate

Santolina pectinata is tomentose, with a hollow fl owering Nomenclatural implications stem, involucral bracts with broad appendages decurrent to the base, and lanceolate leaves. A previous study of Santolina According to the generalized lineage species concept (Rivero-Guerra 2011) suggests that S. pectinata is derived (de Queiroz 1998), species rank should be given to distinct from a phenotype with lanceolate leaves, hollow fl owering evolutionary lineages that are more or less reproductively stems, four rows of involucral bracts and tomentose indu- isolated, through intrinsic or extrinsic causes. Unfortunately, ment. A phenotype with these characteristics occurs within no experimental study or fi eld study has directely estimated the hybrid swarms (S. ϫoblongifolia). Th e two subspecies of gene fl ow among taxa of Santolina . Th erefore, ranking S. pectinata, together with S. orocarpetana and the hybrid taxa within this species aggregate is a subjetive exercise, swarms (S. ϫoblongifolia) are the only taxa of the genus with whether one uses the biological species concept (Mayr hollow fl owering stems. However, within the hybrid swarm, 1982), the generalized lineage species concept, or any the appendage of the involucral bracts is never decurrent other. Phylogenetic nomenclature requires taxa to be to the base. Th e phylogeny does not corroborate the monophyletic, although the ‘ PhyloCode ’ (Cantino and de hypothesis of Rivero-Guerra (2011) because it suggests that Queiroz 2010) explicitly excludes species names, precisely S. pectinata is derived from S. canescens. Our results suggest because several currently recognized species are paraphyletic that the precursors of S. pectinata probably occured in the and because many species concepts imply that species are centre or northwest of the Iberian Peninsula. not necessarily clades. Our phylogeny suggests that several Th e phylogeny suggests that the precursors of currently recognized taxa in Santolina are paraphyletic. S. ageratifolia already occurred in the eastern part of the Under rank-based nomenclature, as implemented in the Iberian Peninsula. Santolina ageratifolia is hexaploid, located ‘ International Code of Botanical Nomenclature’ (Greuter in the extreme east (Teruel province) of the distribution et al. 2000, McNeill et al. 2006), all taxa should be of a rank of this aggregate, growing on sandstone and red limolite, inferior to the next most inclusive taxon. Th is second prin- and quartzite (Rivero-Guerra 2008b). It is geographically ciple is apparently blatantly violated by the current nomen- and reproductively isolated from the remaining taxa of clature, in which S. melidensis is nested in S. semidentata this aggregate; however, it coexists with S. chamaecyparissus and S. ageratifolia is nested in subsp. montiberica of in this area. Santolina ageratifolia shows high similarity S. pectinata. Under rank-based nomenclature, this is no with subsp. pectinata in leaf shape and in appendage inci- problem if paraphyletic taxa are recognized, which is sion; thus, Rivero-Guerra (2008b, 2011) suggested that this the solution adopted here. It would not be practical to pro- species probably arose from S. pectinata , a hypothesis con- pose a phylogenetic nomenclature in the S. rosmarinifolia fi rmed by our phylogeny. aggregate because of apparent paraphyly of several recog- Two hypotheses regarding the origin of S. canescens nized taxa and the preliminary nature of our phylogeny. were discussed by Rivero-Guerra (2011). One is that subsp. Extensive nomenclatural revisions should better await castellana has dispersed from the center to the south of the molecular phylogenetic studies of the aggregate and are Iberian Peninsula. Th is hypothesis is based on the gradual beyond the scope of the present study. increase along a north– south gradient of the following Santolina rosmarinifolia subsp. melidensis was erected by characteristics demonstrated by Rivero-Guerra (2011): Rodriguez-Oubi ñ a and Ortiz (1993). L ó pez Ud í as et al. number of lobes per leaf, a continuous scarious appendage (1997) attributed this subspecies to S. semidentata , whereas from the apex to the base, base width and the length of Greuter (2008) raised S. melidensis to the species level, as inner bract appendage, the base width of the interseminal fi rst proposed by Rodriguez-Oubi ñ a and Ortiz (1998). bracts, and the width of involucral bract appendage. Th ese Rodriguez-Oubiñ a and Ortiz (1998) mentioned that vari- characteristics may be advantageous for adapting to the ous crossing tests show that S. melidensis is reproductively warm and dry summers in the southern Iberian Peninsula. isolated from subsp. semidentata (species semidentata in Th e other hypothesis is that S. canescens arose from hybri- our nomenclature) and from subsp. rosmarinifolia , but disation between subsp. castellana and S. pectinata . Th is is they did not provide any experimental data to support this based on similarities between S. canescens and these poten- statement. Close affi nity was inferred between S. semiden tata tial parents. Santolina canescens has involucral bracts like and S. melidensis , and they indeed show few diff erences (Rivero- S. pectinata and a leaf morphology that matches subsp. Guerra 2009, 2011). Th ey have parapatric distributions castellana . Th e phylogeny is compatible with both hypotheses and are both grow in northwestern Iberian Peninsula.

541 Th e phylogeny suggests that S. melidensis is nested within lanceolate; upper leaf usually lanceolate or linear; lobes S. semidentata , which supports the hypothesis of Rivero- of the lower and middle leaves of the fl owering stem of Guerra (2011) that the former is derived from the latter and 0.4 – 4.3( – 5.0 – 6.8) mm and (0.3 – )0.4 – 3.8( – 6.2) mm is more compatible with the nomenclature proposed by long, respectively; lobes of the lower and middle leaves Ló pez Udí as et al. (1997) than by that of Rodriguez-Oubiñ a of the sterile stem (0.7 – 0.9 – )1.1 – 4.8( – 5.0 – 6.4) mm and Ortiz (1993, 1998). and (0.1 – )0.4 – 3.9( – 4.2 – 5.5) mm long, respectively; Th e polyphyly of the various populations (Fig. A1, lower leaf of the fl owering stem 5.2 – 22.5( – 29.3) ϫ Supplementary material Appendix 4) is consistent with the 1.2– 8.9 mm; lower leaf of sterile stem (6.5– )7.1 – persistence of gene fl ow between populations of a single spe- 19.4( – 20.1 – 28.6) ϫ (1.3 – )1.5 – 7.5( – 10.7 – 15.3) mm, cies (Li et al. 2010, Zhou et al. 2010). Th us, there is little middle leaf (7.0 – )8.0 – 22.3( – 23.0 – 34.5) ϫ (1.1 – ) point in discussing these relationships in detail. 1.6 – 7.7( – 9.4 – 11.3) mm; capitulum 7.2 – 12.9( – 20.2) ϫ Th e taxa of this aggregate form a complex of taxa that 5.9 – 9.4( – 11.8) mm; plant 20 – 176 ϫ 20 – 70 cm ….. … can be considered as species and subspecies, some of which . ….….. …. ….….. …. ….….. . …………. subsp. pectinata can be considered microspecies (e.g. S. impressa, S. melidensis , – Peduncle (2.2 – 6.8 – )13.1 – 99.0( – 103.0 – 128.8) mm S. orocarpetana and S. ageratifolia ) with restricted habitat long, slightly thickened above; middle leaf of the fl ow- distribution. Th e poorly diff erentiated patterns of morpho- ering stem linear, narrowly elliptical, slightly grooved logical, cytogenetic, biosystematic, ecological and seedling on both sides, or lanceolate; upper leaf usually linear development variation in taxa of the S . rosmarinifolia or lanceolate; lobes of lower and middle leaves of the aggregate suggest a recent speciation and diversifi cation pro- fl owering stem 0.6 – 2.1 mm and 0.2 – 0.9( – 1.5) mm cess. Th e phylogeny supports this hypothesis to the extent long, respectively; lobes of lower and middle leaves of that some of the recognized taxa are paraphyletic or even the sterile stem 0.7 – 2.8 mm and 0.3 – 3.0( – 6.2) mm appear polyplyletic, a result that should be verifi ed using long, respectively; lower leaf of the fl owering stem other types of data. Our results nevertheless provide strong (4.5 – )5.2 – 12.9( – 13.6 – 17.2) ϫ (0.9 – )1.2 – 5.8 evidence for the existence of several lineages in the aggregate, ( – 10.2) mm; lower leaf of sterile stem (0.9 – )5.5 – as recently suggested by Rivero-Guerra (2011). 17.6( – 20.3) ϫ 1.1 – 6.6( – 8.7) mm; middle leaf (7.3 – ) 8.8– 19.8( – 20.0 – 30.5) ϫ (0.9– )1.1 – 4.8 (– 5.0 – 7.8) mm; The following key to taxa in the S. rosmarinifolia capitulum 5.4– 10.7( – 11.0 – 14.7) ϫ 6.1– 9.9 (– 10.9) mm; aggregate is proposed by Rivero-Guerra: plant 23 – 90 ϫ 14 – 40 cm ….. …. … subsp. montiberica 5. Number of lobes per leaf (23)35– 362 rounded; lower 1. Plant glaucous and sericeous; leaves spatulate, basal and middle leaf of the fl owering and sterile stems and cauline leaf 1.5– 6.6 mm wide; capitulum with strongly grooved on both sides, tuberculate with lobes three rows of involucral bracts; fl owers covering the appressed to the limb from the apex to the base on both capitulum ……….. . ….. .. . ….. . …...... S. orocarpetana sides, apexrounded ………………………… S. impressa – Plant usually bright dark green or bright olive green, – Number of lobes per leaf 0 – 187( – 239) linear or rarely yellowish – green or greyish-glaucous; glabrous, elliptical; lower and middle leaf of the fl owering and ster- tomentose, tomentose-to-glabrescent, or glabrescent; ile stems slightly grooved on both sides, entire, dentate, leaves usually linear, elliptical, lanceolate or subterete, scaly-dentate, pinnatifi d, pinnatipartite or pinnatisect, rarely spatulate; basal and caulinar leaves 0.3 – 2.2 mm apex obtuse mucronate or acute mucronate ………… 6 wide; capitulum with four (rarely three) rows of involucral 6. Plant 17 – 64 ϫ 9– 45 cm, green or green to reddish– bracts; fl owers erect or with the peripheral fl owers with brown, procumbent; glabrescent; fl owers orange yellow; the corolla tube at an angle of 90 degrees …. …. …. … 2 fl owering stem 105– 255( – 285) mm, patent and diver- 2. Inner bracts (3.6 – )4.0 – 6.6 mm long; appendage of the gent; basal and fascicular leaves imbricate-scaly-dentate; involucral bracts dark copperish and fragile; receptacle capitulum 6.2– 10.8 mm in diameter, slightly umbili- conical; plant decumbent-rooting, thickly perennial cate, with three or four rows of involucral bracts; outer woody basal stems or decumbent-rooting and ascending and middle bracts carinate; receptacle 2.3 – 5.1 mm in with scarce lignifi cation; fl owers and interseminal bracts diameter ………………………………… S. melidensis with viscose glands …. …. …. ……. ….. …. S. ageratifolia – Plant 16 – 230 ϫ 20– 357 cm, usually bright olive – Inner bracts 2.1 – 4.6( – 5.6) mm long, appendage of green or bright dark green or with yellowish– green the involucral bracts hyaline and not fragile; recep- fl owering stem and dark green leaves, sterile stem and tacle usually hemispherical, lenticular or conical; plant leaves of the sterile stem usually greyish-glaucous or decumbent (fl owering stems ascending, erect-patent dark green, decumbent; fl owers yellow; fl owering stem and erect), or procumbent (fl owering stems patent and (80– )100 – 610 mm, ascending, erect-patent and erect; divergent); glandulose …. …. …. ….…. ….…. …….… 3 basal and fascicular leaves impressed-tuberculate- 3. Flowering stem hollow; receptacle usually lenticular … . denticulate; capitulum 4.8– 22.8 mm in diameter, usu- ….…. …. ….…. …. ….…. …. …. …… ….. … S. pectinata ally not umbilicate or strongly umbilicate, with four rows – Flowering stem solid or holow only near the insertion of involucral bracts; outer and middle bracts strongly with the capitulum; receptacle usually hemispherical or carinate; receptacle 2.3 – 6.9 mm in diameter ……… 7 conical .….….…. ….…. ….…. ….…. ….…. …. …. … 5 7. Flowering stem fragile near the base, sterile stem not 4. Peduncle (0 – 4.6 – )10.6 – 156( – 180) mm, strongly fragile; leaf without thickened and involute-appressed thickened above; middle leaf of the fl owering stem margin; middle leaf of the sterile stem lanceolate, narrowly

542 elliptical slightly grooved on both sides, linear or spat- bright olive green or with yellowish– green fl owering ulate; lower and middle leaves of the fl owering and stem; sterile stem greyish-glaucous, dark green or sterile stems 0.6 – 5.9( – 7.6 – 8.7) mm wide; lower and bright olive green; leaf dark green or bright olive green; middle leaves of the sterile stem with 2 – 187( – 239) glabrous, tomentose or tomentose-to-glabrescent; lobes; lobes of the lower and middle leaves of the lower and middle leaves (6.4 – 9.8)10.4 – 40.0( – 41.0 – fl owering and sterile stems 0.1 – 3.6( – 4.0 – 5.3) mm 58.4) mm long, with 0 – 60( – 70 – 92) lobes …………10 long; capitulum 2.6 – 10.7 mm diameter; base of the 10. Plant bright olive-green or bright dark green on involucral bracts 0.6 – 1.9( – 2.0 – 2.3) mm wide; append- occasion with the vegetative stem glaucous; usually age of involucral bracts 0.2 – 1.5( – 1.7 – 2.0) ϫ 0.3 – 2.8 tomentose or tomentose-to-glabrescent; fl owering stem ( – 3.0 – 3.5) mm ……………………… S. semidentata usually solid; peduncle slightly thickened above; middle – Flowering and sterile stems fragile; leaf with thick- leaf of the fl owering stem with 0 – 40( – 44 – 80) lobes, ened and involute-appressed margin, usually linear, the same leaf of the sterile stem with 0 – 60( – 70 – 92) rarely lanceolate; lower and middle leaves of the fl ow- lobes, usually dentate, scaly-dentate, entire, pinnati- ering and sterile stems 0.3 – 1.9(– 2.0 – 5.6) mm wide, fi d, or pinnatipartite; lower and middle leaf with lobes with 0 – 90( – 100 – 152) lobes; lobes 0 – 0.9(1.0 – 3.9) mm usually along upper 1/3 to 1/2 or 2/3 on both sides to long; capitulum 4.8– 17.8( – 22.8) mm in diameter; base the margin; capitulum usually subglobose or hemi- of the involucral bracts (0.8 – )1.0 – 2.9 mm wide; spherical; appendage of the outer and middle bracts appendage of the involucral bracts 0.1– 2.5( – 2.8–4.0) ϫ usually lacerate, lacerate to fi mbriate, lacerate to lacerate- 0.1 – 5.5 mm ……………………………………… 8 denticulate to slightly fi mbriate to the base or non- 8. Outer and middle bracts carinate with appendage usually decurrent exclusively in the middle bracts; basal and lacerate to lacerate-denticulate or lacerate to fi mbriate fascicular leaves subterete, elliptical or obovate, grooved from the apex to the base; outer bracts non-acuminate; on both sides ……… S. rosmarinifolia subsp. castellana appendage of the middle bracts 0.3 – 3.9( – 4.0 – 4.5) mm – Plant usually bright dark green or with yellowish– wide; plant tomentose; lower and middle leaves with green fl owering stem and sterile stem dark green or 0 – 90( – 100 – 152) lobes ………………… S. canescens greyish-glaucous; usually glabrous, rarely tomentose – Outer and middle bracts strongly carinate with append- to glabrescent; fl owering stem not solid near the inser- age lacerate and non decurrent, lacerate to fi mbriate, tion with the capitulum; peduncle strongly thickened lacerate-denticulate, or lacerate to erose from the apex above; middle leaf of the fl owering stem with 0 – 12 to the base, or lacerate along upper 1/3 or 1/2; outer (– 26 – 52) lobes, the same leaf of the sterile stem with bract non-acuminate or acuminate; appendage of the 0 – 30( – 32 – 95) lobes, usually entire, scaly-dentate middle bracts 0.2 – 2.0( – 2.1 – 3.3) mm wide; plant gla- or dentate, rarely pinnatifi d; lower and middle leaf brous or tomentose; lower and middle leaves with 0 – 95 with lobes along upper 1/3 to 1/2 in the margin; capitu- lobes ……………………………………………… 9 lum usually hemispherical or subglobose; appendage 9. Receptacle (1.7 – )2.5 – 4.9 mm height, conical; inter- of the outer bracts usually lacerate non-decurrent seminal bracts (2.6 – 2.8 – )3.1 – 4.5 mm long; peduncle or decurrent along upper 1/3 to 1/2, rarely erose, usually not thickened or slightly thickened above; decurrent narrowly to the base, middle bracts with outer bracts usually non-acuminate, rarely acuminate; appendage usually lacerate to lacerate-denticulate or appendage usually decurrent upper 1/3 or not decur- lacerate to erose from the apex to the base or lacer- rent, rarely erose decurrent narrowly to the base or upper ate along upper 1/3 to 1/2 ; basal and fascicular leaves 1/2 ; lobes of the lower and middle leaves along subterete or elliptical, grooved on both sides ………… upper 1/3 to 2/3 on both sides to the margin; middle …………………S. rosmarinifolia subsp. rosmarinifolia leaf usually scaly-dentate, pinnatifi d to dentate, den- tate, tuberculate-dentate or pinnatipartite, rarely Acknowledgements – Th is study was subsidised by the funds of entire; plant usually bright olive green or with Portuguese government (Funda ç ã o para a Ci ê ncia e a Tecnologia, yellowish–green stem and bright olive green leaves; FCT: SFRH/BPD/65092/2009) and operating grants from the glabrous or tomentose; lower and middle leaves of the Ministry of Research and the CNRS (UMR 7207). Rivero-Guerra sterile stem (9.6 – 17.5 – )21.0 – 41.0( – 45.0 – 51.0) mm thanks M. Laurin ’ s wife (Alexandra Snegurova) for her hospitality long, the same of the fl owering and sterile stem in their home during her stay in Paris. with (0)5 – 60( – 78) and (0 – 9 – )10 – 48( – 50 – 71) lobes, respectively …… S. rosmarinifolia subsp. arrabidensis – Receptacle 1.1 – 2.9( – 3.0 – 4.7) mm height, hemispha- References erical; interseminal bracts 2.0– 3.9( – 4.3) mm long; peduncle strongly or slightly thickened above; outer Abbott, R. J. et al. 2010. Homoploid hybrid speciation in action. bracts usually acuminate or non-acuminate; append- – Taxon 59: 1 – 12. age non-decurrent, decurrent along upper 1/3 or 1/2, Almeida-Pinheiro de Carvalho, M. A. et al. 2004. A review of the genus Semele (Ruscaceae) systematics in Madeira. – Bot. erose or fi mbriate decurrent to the base; lobes of the J. Linn. Soc. 146: 483 – 497. lower and middle leaves along upper 1/3 to 1/2 or Asso y del Rí o, I. J. 1784. Introductio in Oryctographiam, et 2/3; middle leaf entire, dentate, scaly-dentate, pinnati- Zoologiam Aragoniae accedit. Enumeratio stirpium in eadem fi d, or pinnatipartite; plant usually bright dark green, noviter detectarum. – Amsterdam.

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Supplementary material (available as Appendix NJB1382 at Ͻ www.oikos.ekol.lu.se Ͼ ). Appendices 1– 4.

Note to supplementary material: Figure A1. Relationships between all 2516 individuals of Santolina studied here. Because of the high number of taxa, the tree is legible only at high magnifi cation, on-screen.

545