1. Introduction
The lizards of the genus Phrynosoma form a conspicuous component of the herpetofauna of parts of Canada, the USA, and Mexico. Due to their unique morphology, especially the more or less well developed spines on the head and the stout body shape, they are easy to recognize at a generic level. However, on the species level, the picture emerging from the available literature is somewhat more complicated.
In the course of preparing a new and updated edition of the book
Krötenechsen (the German word for “horned lizards”), originally published by Betrand Baur and Richard Montanucci in 1998 [
1], I undertook a literature review in order to bring the book up to date with respect to the current taxonomy of this genus. A large body of publications has accrued since the first edition, including several in-depth revisions of certain species complexes (e.g., [
2,
3]) and studies on the phylogenetic relationships among species based not only upon various mtDNA and nuclear DNA markers (e.g., [
4,
5,
6,
7,
8]) but also on genomic sequence data (e.g., [
9,
10]). However, substantial uncertainty exists as to the recognition of various taxa that are apparently closely related. This is particularly true for the taxa in the
P. orbiculare,
P. douglasii,
P. coronatum, and
P. platyrhinos species complexes [
2,
3,
4,
11,
12]. A wealth of morphological and genetic information has been produced by the combined efforts of various herpetologists [
13,
14,
15,
16,
17,
18]. A summary of recent changes in the taxonomy of horned lizards was published by Sherbrooke [
19] and a list of the scientific and standard English names of
Phrynosoma species occurring north of Mexico can be found in Crother [
20]. However, evaluation of the literature revealed that the current taxonomy of the genus
Phrynosoma has several weaknesses. The most obvious problem is the lack of a coherent analysis of evolutionary divergence among all taxa in the genus. There are species that are well-differentiated both morphologically and genetically whereas other taxa (e.g., some of those included in the species complexes listed above) seem to have much lower levels of differentiation.
Frost and Hillis [
21] (p. 92) proposed that the subspecies category could be used for intraspecific historical sublineages that are “not incontrovertibly removed from the possibility of interaction with other sublineages” if the “historical relationships of the subpopulations” can be recovered by phylogenetic analyses. Implicitly, they acknowledged that such subspecies would not occur sympatrically. They argued against the use of the subspecies category for populations that represent arbitrary slices of a reproductively continuous geographic cline or for those that occur in sympatry. Recently, Hillis [
22] has presented some stimulating thoughts regarding the use of the species versus subspecies categories. He explained that the geographic variation found in many wide-ranged species is caused by the presence of historical sublineages that had historically diverged in isolation but, after coming back into contact, had begun to merge again. Thus, in these species, different geographically segregated phenotypes and genetic entities can be identified but, along the contact zones, these sublineages often show evidence of hybridization. He concluded that “subspecies designations are ideal for this application” [
22] (p. 54). In the following, I will refer to this as the Frost and Hillis subspecies concept. I propose the following definitions: a species level unit is discovered as a monophyletic group through genetic analyses with a degree of divergence typical for most of the taxa in the genus that are unambiguously recognized as species level units. A subspecies level unit is discovered as a monophyletic group through genetic analyses with a degree of divergence significantly lower than is typical for most of the taxa in the genus that are unambiguously recognized as species level units. It is allopatrically distributed relative to the other subspecies level taxa within the taxon recognized as the species to which they all belong. Together these subspecies level taxa form a monophyletic group which represents the species level unit. In practice, an evaluation of the differentiation pattern that is evident among the studied organisms will yield the needed information for the calibration of the taxonomic system. In cases in which all studied taxa are at same level of genetic differentiation, they should all be given the same taxonomic rank. If, however, there are two or more categories of significantly different genetic differentiation, they should not all be assigned the same taxonomic rank, but rather should be assessed differently from a taxonomic perspective. For the decision as to whether two different categories of genetic differentiation should then be classified as species and subspecies or as separate genera and species, the out-group comparison can be helpful, i.e., a look at the current taxonomic system of closely related taxa.
I suggest the use of genetic data for the evaluation of differentiation because morphological data are usually much more subjective. This is not to say that morphological data are useless for phylogenetic analyses. On the contrary, I strongly believe that morphological data are essential for the definition and diagnosis of taxa as well as for identifying morphological synapomorphies that can be used in phylogenetic analyses. However, the history of taxonomy—in the genus
Phrynosoma and elsewhere—shows that judgments of the usefulness of certain morphological characters for diagnosing certain taxa often vary drastically depending upon the individual researcher. The usefulness of mtDNA data for the detection of phylogenetic lineages within a genus of amphibians or reptiles has been demonstrated for many groups of organisms (e.g., [
23,
24,
25]). Since most of the commonly used mtDNA markers seem to be relatively fast evolving, they are well-suited to the detection of genetic divergences among recently split taxa. We even tend to find more clades in an mtDNA tree than are supported by other evidence lines, such as external morphology, hemipenial morphology in squamate reptiles, or bioacoustics in frogs [
26]. On the other hand, if the mtDNA data do not indicate any genetic structuring among the studied populations, then it can safely be concluded that there is no evidence for the recognition of more than one taxon for this set of populations. I know of no example where nuclear DNA data yielded more resolution for recent splits than mtDNA data. In this sense, the analysis of mtDNA data provides important information that can be used to evaluate the taxonomy of a given group of organisms.
In the genus
Phrynosoma, we deal with several taxa that show a high degree of geographic variation. As is typical for these cases, a great deal of controversy exists regarding the recognition of taxa and regarding their respective taxonomic level—species versus subspecies. For example, in the
P. coronatum complex, the number of recognized taxa vary from one to seven depending on the author (e.g., [
3,
11,
27]). Similar problems are evident for taxa in the
P. orbiculare,
P. douglasii, and
P. platyrhinos species complexes, respectively. There is no modern and coherent analysis and taxonomic assessment for the genus
Phrynosoma that can use the Frost and Hillis subspecies concept to categorize the taxa within the genus into species and subspecies. The published taxonomic revisions are restricted to certain species groups, making it impossible to compare the obtained results on a larger scale, i.e., across the whole genus.
With this study I attempt to provide a coherent and objective approach, applying the Frost and Hillis subspecies concept to categorize the taxa within the genus Phrynosoma into species and subspecies.
3. Results
The final alignments were 780 (12S), 975 (ND1), 1033 (ND2), and 839 (ND4) nucleotide positions long and contained 137 (12S), 89 (ND1), 86 (ND2), and 373 (ND4) samples. Partition schemes were as follows: 12S (GTR+I+G), ND1 (first codon position TVM+I+G; second HKY+I+G; and third GTR+G), ND2 (first codon position GTR+I+G; second HKY+I+G; and third GTR+I+G), and ND4 (GTR+I+G). The trees obtained by BI, ML, and BEAST analyses show a high degree of congruence at well-supported nodes, with some differences in branch arrangement at poorly supported nodes (
Figure 1,
Figure 2,
Figure 3,
Figure 4 and
Figure 5). The analyses based on ND4 covered most taxa currently recognized in the genus
Phrynosoma except for those of the
coronatum complex. The latter were well-represented by the other three markers. Taxa that were represented by more than one marker were recovered, indicating the same levels of genetic differentiation and phylogenetic position among the various markers.
The analyses recover all currently recognized taxa as monophyletic groups. For the assignment of clades to taxa in the
P. orbiculare complex I follow the authors of [
7], except that I combined their X and XI clades, since these had low bootstrap values in the ML analyses and were not recovered as separate clades in the BI analyses (
Figure 1). For the species related to
douglasii I follow the authors of [
8], except for naming their “GB/CP” clade “
ornatum”, since the type locality of the latter (see checklist below) coincides very closely with one of the genetically tested samples of this clade. The
P. hernandesi clade includes specimens from the vicinities of the type localities of the following nominal taxa, which are therefore considered synonyms of
Phrynosoma hernandesi Girard 1858:
Phrynosoma ornatissima Girard 1858,
Phrynosoma brevirostris Girard 1858,
Phrynosoma douglassii brachycercum Smith 1942,
Phrynosoma bauri Montanucci 2015, and
Phrynosoma diminutum Montanucci 2015. Among the samples of
cornutum, the two clades (eastern and western) found by the authors of [
6] were also recovered by my analyses. I apply the name
P. c. bufonium Wiegmann, 1828 to the western clade since this is the oldest available name for this clade. I recovered the same four clades in the
coronatum complex as did the authors of [
5]. However, because of its distinctness and high statistical support, I kept the “Northern Baja California” (terminology from [
5]) clade separate from the combined “Northern California” and “Southern California” clade. Due to their respective type localities, I apply the names
P. c. frontale Van Denburgh, 1894 to the California clade,
P. c. blainvillii Gray, 1839 to the “Northern Baja California” clade,
P. c. cerroense Stejneger, 1893 to the “Central Baja California” clade, and
P. c. coronatum (Blainville, 1835) to the “Southern Baja California” clade. Finally, in my analyses I referred to the
platyrhinos-like samples from Yuma Proving Grounds as “
P. cf.
platyrhinos”. However, since no name is available for this population and its taxonomic status needs further evaluation, I do not consider it here any further.
On the basis of mean genetic distances between taxa, two groups are evident. In the ND4 analyses, some taxa (i.e.,
P. asio,
P. modestum,
P. solare, and
P. braconnieri) differed from any other taxon by mean genetic distances of >13% whereas, for several pairs of the remaining taxa, significantly lower values were found (
Table 1). In particular, the following sister taxa had relatively low mean genetic distances:
cornutum/
bufonium (7.2%); those of the
orbiculare complex (
bradti/
durangoensis: 6.4%;
boucardii/
cortezii/
orbiculare/
dugesii: 3.4–6.4%);
platyrhinos/
goodei (4.2%); those of the
hernandesi complex (
ditmarsi/
hernandesi/
ornatum: 6.7–7.6%); and
taurus/
sherbrookei (3.2%). Two species had intermediate lowest values:
douglasii (from
ornatum 9.7%) and
mcallii (from
goodei 10.0%).
The data sets of 12S, ND1, and ND2 sequences nicely cover the geographic variation of the
P. coronatum complex (
Figure 3,
Figure 4 and
Figure 5:
Table 2). Again,
P. asio,
P. modestum, and
P. solare differ from any other taxon by high mean genetic distances of >12.5% (ND1, ND2) and >6.5% (12S). In contrast, the taxa of the
P. coronatum complex (
blainvillii/
coronatum/
cerroense/
frontale: 12S 2.1–3.1%; ND1 4.3–7.1%; ND2 4.0–5.3%), as well as the sister taxa
platyrhinos/
goodei (12S 2.9%; ND1 4.3%; ND2 3.4%),
hernandesi/
ditmarsi (12S 2.9%; ND1 7.0%),
orbiculare/
cortezii (12S 3.3%; ND1 6.2%), and
taurus/
sherbrookei (12S 1.6%; ND1 3.3%), have much lower values. The taxa
douglasii (from
ditmarsi 12S 4.8%; ND1 8.2%),
braconnieri (from
taurus 12S 5.1%; ND1 10.1%), and
mcallii (from
goodei 12S 5.8%; ND2 8.3%) have intermediate lowest values.
Thus, there are three categories based on the genetic distances of these mtDNA markers: category A contains taxa with high values (12S > 6.5%, ND1 > 12.5%, ND2 > 12.5%, ND4 > 13.0%), comprising the taxa P. asio, P. modestum, and P. solare for all markers plus P. braconnieri for ND4, whereas the latter taxon is in category B for the other markers. Category B contains taxa with intermediate values (12S > 4.7%, ND1 > 8.2%, ND2 > 8.1%, ND4 > 9.5%) and is comprised of the taxa P. douglasii, P. mcallii, and P. braconnieri (the latter only for 12S, ND1, and ND2). Category C contains taxa with low values (12S < 3.4%, ND1 < 7.2%, ND2 < 5.4%, ND4 < 7.7%) and includes the taxa of (1) the P. coronatum complex (blainvillii/coronatum/cerroense/frontale), (2) the P. hernandesi complex (ditmarsi/hernandesi/ornatum), and (3) the P. orbiculare complex (bradti/boucardii/cortezii/dugesii/durangoensis/orbiculare), as well as the sister taxa (4) cornutum/bufonium, (5) platyrhinos/goodei, and (6) taurus/sherbrookei.
Once combined to form respective single units in the analyses, these species complexes and sister taxa pairs have mean genetic distances from any other taxon in the ranges of 5.3–10.7% (12S), 9.7–15.6% (ND1), 11.2–15.9% (ND2), and 10.0–20.9% (ND4), and thus would fall into my categories A and B.
ABGD analysis of ND4 resulted in 12 groups with the initial partition with prior maximal distance at 0.0215. The groups are bracconieri, taurus (including sherbrookei), douglasii (including ditmarsi, hernandesi, and ornatum), orbiculare (including bradti, boucardii, cortezii, dugesii, durangoensis, and orbiculare), cornutum, bufonium, solare, modestum, coronatum, mcallii, platyrhinos, and asio. An ABGD analysis of ND2 (initial partition with prior maximal distance at 0.0215) found the following ten groups: douglasii (including ditmarsi and hernandesi), orbiculare, modestum, solare, cornutum, taurus, platyrhinos (including goodei), mcallii, coronatum (including blainvillii, cerroense, and frontale), and asio. The taxa ornatum, bradti, durangoensis, boucardii, cortezii, orbiculare, dugesii, bufonium, and sherbrookei were not represented in this analysis. The ABDG analyses with 12S and ND1 yielded similar results to the ND2 analysis.
Thus, the ABDG analyses recognized those taxa as distinct groups that were classified in my categories A and B. Given this combined evidence for genetic differentiation, I recognize all taxa from categories A and B as species level units. These are: P. asio, P. bracconieri, P. cornutum, P. coronatum, P. douglasii, P. hernandesi, P. mcallii, P. modestum, P. orbiculare, P. platyrhinos, P. solare, and P. taurus. Those taxa found in category C are considered as subspecies of the respective species they are most closely related to. Thus, the following species are divided into subspecies: P. coronatum (i.e., P. c. coronatum, P. c. blainvillii, P. c. cerroense, and P. c. frontale), P. cornutum (i.e., P. c. cornutum and P. c. bufonium), P. hernandesi (i.e., P. h. hernandesi, P. h. ditmarsi, and P. h. ornatum), P. orbiculare (i.e., P. o. orbiculare, P. o. bradti, P. o. boucardii, P. o. cortezi, P. o. dugesii, and P. o. durangoensis), P. platyrhinos (i.e., P. p. platyrhinos and P. p. goodei), and P. taurus (i.e., P. t. taurus and P. t. sherbrookei).
I provide the following checklist of the species and subspecies that I recognize.
4. Checklist of the Species of Phrynosoma
Phrynosoma asio Cope 1864 [
42]
Phrynosoma asio Cope 1864 [
42] (p. 178). Type locality: Colima, Colima. Syntypes: USNM 32216–17.
Phrynosoma spinimentum Peters 1873 [
43] (pp. 742–743). Type locality: “Tehuantepec” (Oaxaca). Holotype: ZMB 7219 (examined by the author).
Geographic distribution: Northern Nayarit along the Pacific versant of Mexico to at least the Isthmus of Tehuantepec, at elevations from near sea level to 2500 m asl; there seem to be no recent verified records of this species east of the Isthmus of Tehuantepec (
Figure 6). Historically, the species was possibly present in the Rio Grijalva Valley of Chiapas and adjacent Guatemala [
44] (J. A. Campbell, personal communication, 23 February 2021). According to A. Ramirez (personal communication, 19 March 2021), “there is no evidence for the ancient or current existence of
P. asio in Chiapas. Dr. Álvarez del Toro referred to it in the state of Chiapas, but the data were not consistent. I personally visited the locality for more than ten years without corroborating the presence of the species. However, I was able to verify that the
Phrynosoma specimens that were donated to Dr. Álvarez del Toro were purchased at the Isthmus of Tehuantepec, in the neighboring state of Oaxaca”.
Content: No subspecies are recognized.
Phrynosoma braconnieri Bocourt 1870 [
45]
Phrynosoma braconnieri Bocourt 1870 [
45] (p. 233). Type locality: “Oaxaca”. Syntypes: MNHN-RA 1919, MNHN-RA 1920, MNHN-RA 2095, MNHN-RA 2499.
Geographic distribution: Highlands of southern Mexico, from southern Tlaxcala across Puebla, and widely in Oaxaca, at elevations from 630 to 2390 m asl; there is a single record in northern Guerrero (
Figure 7).
Comments: As pointed out by Flores-Villela et al. [
46,
47], Firmin Bocourt was the sole author of the text and plates of the reptile descriptions in the Mission Scientifique au Mexique et dans l’Amérique Centrale until Francois Mocquard joined this work in 1884, whereas the contributions of Auguste Duméril were limited to the Introduction to the whole herpetological part (pages 1–7). “There is not apparently evidence in the Mission Scientifique to suggest that Duméril contributed to both the naming and the description itself to meet the code requirement for authorship. The new species [of
Phrynosoma] described were first named and illustrated in plates that appeared in the first livraison in 1870, so although the text of the descriptions date from 1874, the validity of the names is from 1870. The plates are cited in footnotes on the pages where the text appears and confirms that the names date from 1870” (personal communication, Aaron Bauer, 26 February 2021). Thus, for all
Phrynosoma taxa described in 1870 in the Mission Scientifique au Mexique et dans l’Amérique Centrale, Bocourt is the only author despite the fact that he credited the taxon names to Duméril and Bocourt.
Content: No subspecies are recognized.
Phrynosoma cornutum(Harlan 1825) [
48]
Agama cornuta Harlan 1825 [
48] (p.299). Type locality: Great Plains east of the Rocky Mountains; restricted to “Fort Riley, Geary County, Kansas” by Smith and Taylor [
49]: 358. Holotype: Unknown [
11,
49].
Phrynosoma harlanii Wiegmann 1834 [
50] (p. 54). Replacement name for
Agama cornuta Harlan 1825.
Geographic distribution: From southeastern Arizona and northeastern Sonora across New Mexico to eastern Texas and from Kansas southward into Mexico as far as Durango, Zacatecas, Nuevo León, and extreme northern Veracruz, from near sea level to 1865 m asl (
Figure 8). There are scattered records from northern Colorado, southern Nebraska, and southwestern Arkansas.
Comments: “The text implies that this new name [i.e., Phrynosoma harlanii Wiegmann 1834] refers to Agama cornuta Harlan and cites only two papers by Harlan in the Journal of the Academy of Natural Sciences of Philadelphia and no new material or other hint that the concept was different than first proposed by Harlan. So this simply seems to be a replacement name to honor Harlan” (personal Communication, Aaron Bauer, 26 February 2021).
Content: Two subspecies are recognized, P. c. cornutum and P. c. bufonium.
Phrynosoma cornutum cornutum (Harlan 1825) [
48]
Phrynosoma brevicornis Boulenger 1916 [
51] (p.537). Type locality: “[Galveston, Galveston County], Texas”. Holotype: BMNH 1946.8.10.44.
Geographic distribution: Definitely known (based on genetically confirmed records) from most of Texas, except for the extreme western portion, as well as from southeastern Colorado, from near sea level to 1485 m asl (
Figure 8); based on this distributional pattern, it is likely that the populations in the states of Oklahoma, Kansas, Nebraska, and Arkansas belong to this subspecies. The subspecific identity of the populations of the Mexican states of Coahuila, Nuevo León, and Tamaulipas needs to be clarified through genetic analyses.
Phrynosoma cornutum bufoniumWiegmann 1828 [
52]
Phrynosoma bufonium Wiegmann 1828 [
52] (p. 367). Type locality: “Surinam” (in error); restricted to “Los Nogales, Sonora” by Smith and Taylor [
49] (p. 344). Holotype: ZMB 659 (examined by the author).
Phrynosoma planiceps Hallowell 1852 [
53] (p. 178). Type locality: “western Texas, near the Rio Grande”, restricted to “El Paso, El Paso County, Texas” by Smith and Taylor [
49] (p. 361). Syntypes: ANSP 8641, USNM 143.
Geographic distribution: Definitely known (based on genetically confirmed records) from southeastern Arizona and southwestern New Mexico to extreme western Texas, as well as in the Mexican states of Chihuahua and Sonora, from 390 to 1865 m asl (
Figure 8).
Phrynosoma coronatum (Blainville 1835) [
54]
Agama (
Phrynosoma)
coronata Blainville 1835 [
54] (p. 284). Type locality: “California”. Restricted to “San Lucas, Cape, Baja California” by Smith and Taylor [
49] (p. 322). Lectotype: MNHN-RA 1921.
Geographic distribution: Northern California to the Cape region of Baja California, Mexico, at elevations from near sea level to 1655 m asl (
Figure 9).
Content: Four subspecies are recognized, P. c. coronatum, P. c. blainvillii, P. c. cerroense, and P. c. frontale.
Phrynosoma coronatum coronatum (Blainville 1835) [
54]
Geographic distribution: Southern portion of Baja California, Mexico; from about 23.7° to 25.5° latitude, at elevations from near sea level to 470 m asl (
Figure 9).
Phrynosoma coronatum blainvillii Gray 1839 [
55]
Phrynosoma blainvillii Gray 1839 [
55] (p. 96). Type locality: “California”; “generally assumed to be the vicinity of San Diego” according to Klauber [
56] (p. 103) and restricted to “San Diego, California” by Smith and Taylor [
49] (p. 357). Holotype: BMNH 1946.8.10.19.
Phrynosoma ochoterenai Cuesta Terron 1932 [
57] (p. 109). Type locality: “Tecate, Baja California”. Holotype lost [
11].
Geographic distribution: San Diego region and the northern portion of Baja California, Mexico; from about 31.8° to 33.1° latitude, at elevations from near sea level to 1135 m asl (
Figure 9).
Phrynosoma coronatum cerroense Stejneger 1893 [
58]
Phrynosoma cerroense Stejneger 1893 [
58] (p. 187). Type locality: “Cerros [= Cedros] Island, Pacific Coast of Lower California” (Baja California). Holotype: USNM 11977.
Phrynosoma schmidti Barbour 1921 [
59] (p. 113). Type locality: “Cerros [= Cedros] Island, Lower California Mexico” (Baja California). Holotype: MCZ 15142.
Phrynosoma nelsoni Schmidt 1922 [
60] (p. 666). Type locality: “San Quintin, [Baja] California”. Holotype: USNM 37585.
Phrynosoma jamesi Schmidt 1922 [
60] (p. 668). Type locality: “San Bartolomé Bay [= Bahia Tortugas], [Baja] California”. Holotype: USNM 64450.
Phrynosoma wigginsi Montanucci 2004 [
3] (p. 132). Type locality: “Cuesta Coyote, Bahía Concepción, Baja California Sur, Mexico”. Holotype: CAS-SUR 11377.
Geographic distribution: Central portion of the Baja California Peninsula, Mexico; from about 26.7° to 30.8° latitude, at elevations from near sea level to 845 m asl (
Figure 9).
Phrynosoma coronatum frontale Van Denburgh 1894 [
61]
Phrynosoma frontalis Van Denburgh 1894 [
61] (p. 296). Type locality: “Bear Valley, San Benito County, California”. Holotype: CAS-SUR 93.
Geographic distribution: Northern California southward to about 33.1° latitude, about 30 km north of San Diego, at elevations from near sea level to 1655 m asl (
Figure 9).
Phrynosoma douglasii (Bell 1829) [
62]
Agama Douglasii Bell 1829 [
62] (p. 105). Type locality: “Columbia River” (Washington). Holotype: The British Museum lists BMNH 1946.8.10.52–53 as syntypes of this taxon. However, as pointed out by Montanucci [
2], the given locality data for these specimens (i.e., “California”) conflict with the taxon’s type locality.
Phrynosoma douglasii Var. β
exilis Cope 1872 [
63] (p. 468). Type locality: “Carrington’s Lake, Montana 5 Fort Hall, Idaho”; restricted to “Fort Hall, Idaho” (Schmidt 1953). Holotype: Unknown according to Montanucci [
2] (p. 46).
Phrynosoma douglassi pygmaea Yarrow 1882 [
64] (p. 443). Type locality: “Des Chutes River, Oregon, … Fort Walla Walla, Wash, Ter., … Fort Steilacoom”. Syntypes: USNM 9199, 10918, 11473.
Geographic distribution: Northwestern portion of the United States (northern California, Oregon, Washington, and Idaho), at elevations of 650 to 1720 m asl (
Figure 10). According to one of the anonymous reviewers, there is a historical record from Osoyoos, British Colombia, Canada (Royal British Columbian Museum 0323–24).
Comments: In the original description of this taxon, Bell [
62] used two different spellings of the specific epithet: in the main text and formal introduction of the species, the spelling is with a double “s” (i.e.,
Agama Douglassii) whereas he spelled the name with a single “s” in the labeling of his figure (i.e.,
Agama Douglasii). Hammerson and Smith [
65], acting as First Revisor according to Art. 24.2. ICZN, fixed the name with a single “s”. As the correct original spelling ends with “-ii”, the spelling with a single “i” is considered to be an incorrect subsequent spelling (Art. 33.4 ICZN). Therefore, the correct scientific name of this species is
Phrynosoma douglasii. See further comments in support of this spelling by Montanucci [
2] (p. 45). The variant of the name spelled with a single “i”, as proposed by Hammerson and Smith [
65], is not supported by the current version of the ICZN.
Content: No subspecies are recognized.
Phrynosoma hernandesi Girard 1858 [
66]
Phrynosoma (
Tapaya)
hernandesi Girard 1858 [
66] (p. 395). Type locality: “New Mexico”; restricted to “Santa Fe, Santa Fe County, New Mexico” by Smith and Taylor [
49] (p. 359) and to “Fort Huachuca, Cochise County, Arizona” by Montanucci [
2] (p. 45). Lectotype: USNM 197 according to Montanucci [
2] (p. 51).
Geographic distribution: From Montana, southern Canada (southeastern Alberta, southwestern Saskatchewan), and the western portions of North and South Dakota across Wyoming, Colorado, Utah, eastern Nevada, New Mexico, and Arizona to northern Mexico (Sonora, Chihuahua, Durango, Zacatecas), at elevations of 600 to 2350 m asl (
Figure 10); scattered (questionable?) records also from southern California, central Texas, Kansas, and Nebraska.
Comments: For the correct spelling of
Phrynosoma hernandesi, see Smith et al. [
67].
Content: Three subspecies are recognized, P. h. hernandesi, P. h. ditmarsi, and P. h. ornatum.
Phrynosoma hernandesi hernandesiGirard 1858 [
66]
Phrynosoma (
Tapaya)
ornatissima Girard 1858 [
66] (p. 396). Type locality: “Mountainous region of New Mexico”; restricted to the “Rio Grande Valley at Albuquerque, Bernalillo County, New Mexico” [
2] (p. 68) Lectotype: USNM 204 (designated by Montanucci [
2] (p. 68)).
Phrynosoma (
Tapaya)
brevirostris Girard 1858 [
66] (p. 397). Type locality: “Plains of Kansas and Nebraska”; restricted to “9.6 km E of Agate, Sioux County, Nebraska” by Montanucci [
2] (p. 27). Lectotype: USNM 4592c (designated by Montanucci [
2] (p. 28)).
Phrynosoma douglassii brachycercum Smith 1942 [
68] (p. 362). Type locality: “Durango”; restricted to “Durango (city), Durango, Mexico” by Reeve [
11] (p. 18). Holotype: USNM 23993.
Phrynosoma bauri Montanucci 2015 [
2] (p. 33). Type locality: “12.8 km north of Orchard, Morgan County, Colorado”. Holotype: UCM 11356.
Phrynosoma diminutum Montanucci 2015 [
2] (p. 39). Type locality: “Medano Road, just outside The Nature Conservancy’s Medano Ranch, 2308 m., Alamosa County, Colorado”. Holotype: UCM 61895.
Geographic distribution: Definitely known (based on genetically confirmed records) from southern Canada (southeastern Alberta, southwestern Saskatchewan) to southeastern Arizona, New Mexico, and western Texas, at elevations of 600 to 2350 m asl (
Figure 10 and
Figure 11); the taxonomic identity of the Mexican populations needs to be clarified.
Phrynosoma hernandesi ditmarsiStejneger 1906 [
69]
Phrynosoma ditmarsi Stejneger 1906 [
69] (p. 565). Type locality: “State of Sonora, Mexico, not far from boundary of Arizona”. Holotype: USNM 36022.
Geographic distribution: Definitely known (based on genetically confirmed records) from the northern portion of the state of Sonora, Mexico, at elevations from 1050 to 1545 m asl (
Figure 10 and
Figure 11). The true geographic distribution of
P. h. ditmarsi is still poorly known.
Phrynosoma hernandesi ornatumGirard 1858 [
66]
Phrynosoma ornatum Girard 1858 [
66] (p. 398). Type locality: “Great Salt Lake Basin” (Utah). Syntypes: Originally probably USNM 233–234, of which USNM 233 is lost [
70].
Geographic distribution: Definitely known (based on genetically confirmed records) from the Great Basin and Colorado Plateau regions in the states of Utah and Nevada, at elevations of 1290 to 2155 m asl (
Figure 10).
Phrynosoma mcallii (Hallowell 1852) [
53]
Anota M’Callii Hallowell 1852 [
53] (p. 182). Type locality: “Great Desert of the Colorado, between Vallicita [= Vallecito] and Camp Yuma, about 160 miles east of San Diego”; this corresponds to “between Vallicita and Winterhaven (= Fort Yuma, Camp Yuma)” according to Smith and Taylor [
49] (p. 355). Holotype: ANSP 8680.
Geographic distribution: Southern California and southwestern Arizona as well as adjacent regions in Baja California and Sonora, Mexico, from near sea level to 785 m asl (
Figure 12).
Content: No subspecies are recognized.
Phrynosoma modestum Girard 1852 [
66]
Phrynosoma modestum Girard in Baird and Girard 1852 [
66] (p. 69). Type locality: “Rio Grande west of San Antonio … [and] … from between San Antonio and El Paso” (Texas); restricted to “Las Cruces, Dona Ana County, New Mexico” by Smith and Taylor [
49] (p. 359). Syntypes: UIMNH 40746, USNM 164.
Geographic distribution: From eastern Arizona across New Mexico to west-central Texas, and southwards to the Mexican states of Aguascalientes and San Luis Potosí, at elevations from 380 to 2595 m asl (
Figure 13).
Content: No subspecies are recognized.
Phrynosoma orbiculare (Linnaeus 1758) [
71]
Lacerta orbicularis Linnaeus 1758 [
71] (p. 206). Type locality: Mexico (by inference); restricted to “México City, Distrito Federal” by Smith and Taylor [
49] (p. 329). Iconotype: “Presumably the unnumbered figure in Hernandez 1651 Plantas y animales de la Nueva Espana, etc., C. xvi, p. 327” (according to Smith and Taylor [
49] (p. 97)).
Geographic distribution: Highlands of Mexico from Chihuahua and eastern Sonora to central Veracruz and northern Oaxaca, at elevations from 800 to 3190 m asl (
Figure 14 and
Figure 15).
Content: Six subspecies are recognized, P. o. orbiculare, P. o. boucardii, P. o. bradti, P. o. cortezii, P. o. dugesii, and P. o. durangoensis.
Phrynosoma orbiculare orbiculare (Linnaeus 1758) [
71]
Phrynosoma wiegmanni Gray 1839 [
55] (p. 96). Type locality: “Mexico”; restricted to “México City, Distrito Federal” by Smith and Taylor [
49] (p. 329). Holotype: Unknown.
Tapaya orbicularis longicaudatus Dugès 1888 [
72] (p. 117). Type locality: Valley of Mexico. Holotype: MDUG HE 422.
Phrynosoma orbiculare alticola Davis 1953 [
73] (p. 27). Type locality: “4 km. N. Tres Cumbres, 10,200 feet., Morelos”. Holotype: TCWC 6592.
Geographic distribution: Definitely known (based on genetically confirmed records) from Distrito Federal and the central and southern portions of the state of México, at elevations from 2020 to 3190 m asl (
Figure 13 and
Figure 14); the taxonomic identities of the populations in the northern and eastern portions of the state of México, as well as of those in Tlaxcala and western Puebla, need to be clarified.
Phrynosoma orbiculare boucardii (Bocourt 1870) [
45]
Tapaya Boucardii Bocourt 1870 [
45] (p. 225). Type locality: “plateau de Mexico”, restricted to “Zimapan, Hidalgo” by Smith and Taylor [
49] (p. 333). Syntypes: MNHN-RA 1909, 1909A–C.
Geographic distribution: Populations in the south-central portion of the Mexican state of Hidalgo are currently assigned to this subspecies, at elevations from 800 to 2390 m asl (
Figure 14 and
Figure 15), although no genetically verified samples have been studied from near the restricted type locality (in northwestern Hidalgo) of this taxon.
Comments: For Bocourt as the single author of this taxon, see comments in the account for Phrynosoma braconnieri.
Phrynosoma orbiculare bradti Horowitz 1955 [
74]
Phrynosoma orbiculare bradti Horowitz 1955 [
74] (p. 209). Type locality: “Caborachic, Chihuahua, Mexico”. Holotype: AMNH 68962.
Geographic distribution: Highlands of Chihuahua and eastern Sonora, Mexico, at elevations from 1165 to 3165 m asl (
Figure 14 and
Figure 15).
Phrynosoma orbiculare cortezii (Bocourt 1870) [
45]
Tapaya Cortezii Bocourt 1870 [
45] (p. 223). Type locality: “entre Orisaba et Cordoba (Hacienda del Jasmin)” (Veracruz). Syntypes: MNHN-RA 1905, MNHN-RA 1906, MNHN-RA 1906A–C.
Geographic distribution: Definitely known (based on genetically confirmed records) from eastern Puebla and central Veracruz, Mexico, at elevations from 940 to 2895 m asl (
Figure 14 and
Figure 15); probably also in northern Oaxaca.
Comments: For Bocourt as the single author of this taxon, see comments in the account for Phrynosoma braconnieri.
Phrynosoma orbiculare dugesii (Bocourt 1870) [
45]
Tapaya Dugesii Bocourt 1870 [
45] (p. 224). Type locality: “Colima (versant du Pacifique)”. Syntypes: MNHN-RA 1652, MNHN-RA 1652A–B, MNHN-RA 1653, MNHN-RA 1653A–D, MNHN-RA 1654, MNHN-RA 1654A–B.
Phrynosoma orbiculare orientale Horowitz 1955 [
74] Type locality: “Miquihuana, Tamaulipas, Mexico”. Holotype: MCZ 19561.
Geographic distribution: Definitely known (based on genetically confirmed records) from a broad belt across north-central Mexico from Nuevo León, extreme southwestern Tamaulipas, and southeastern Coahuila across northern Hidalgo, Querétaro, San Luis Potosí, Aguascalientes, and Zacatecas to central Jalisco and northern Nayarit, at elevations from 1045 to 2600 m asl (
Figure 14 and
Figure 15). The taxon’s type locality, “Colima”, should probably be understood as the state of Colima, as the city of the same name is situated at around 500 m elevation, too low for any member of the
Phrynosoma orbiculare complex.
Comments: For Bocourt as the single author of this taxon, see comments in the account for Phrynosoma braconnieri.
Phrynosoma orbiculare durangoensis Horowitz 1955 [
74]
Phrynosoma orbiculare durangoensis Horowitz 1955 [
74] (p. 211). Type locality: “10 miles east of El Salto, District of Durango, Durango, Mexico”. Holotype: AMNH 68359.
Geographic distribution: According to the genetically confirmed records, this subspecies is widely distributed in the Mexican state of Durango and adjacent Nayarit and Zacatecas, at elevations from 800 to 2390 m asl (
Figure 14 and
Figure 15). The taxonomic identities of the populations in northern Jalisco need to be clarified.
Phrynosoma platyrhinos Girard 1852 [
75]
Phrynosoma platyrhinos Girard in Baird and Girard 1852 [
75] (p. 69). Type locality: “Great Salt Lake” (Salt Lake County, Utah). Syntypes: USNM 189 (three syntypes), MCZ 5948 (one syntype) [
11,
76].
Geographic distribution: From southern Oregon and Idaho southward along eastern California, Nevada, Utah, and Arizona to northern Baja California and Sonora, Mexico (
Figure 16).
Content: Two subspecies are recognized, P. p. platyrhinos and P. p. goodei.
Phrynosoma platyrhinos platyrhinos Girard 1852 [
75]
Anota calidiarum Cope 1896 [
77] (p. 833). Type locality: “Death Valley, [Inyo County], California”. Holotype: USNM 8444.
Geographic distribution: From southern Oregon and Idaho southward along eastern California, Nevada, and Utah to south-central Arizona and northern Baja California, Mexico (
Figure 16).
Phrynosoma platyrhinos goodei Stejneger 1893 [
58]
Phrynosoma platyrhinos goodei Stejneger 1893 [
58] (p. 191). Type locality: “Coast deserts of the state of Sonora, Mexico”; restricted to “Puerto Libertad, Sonora” by Smith and Taylor [
49] (p. 344). Holotype: USNM 8567a.
Geographic distribution: Southern Arizona and Sonora, Mexico (
Figure 16).
Phrynosoma solare Gray 1845 [
78]
Phrynosoma solaris Gray 1845 [
78] (p. 229). Type locality: “California” (in error). Restricted to “Tucson, Arizona” by Schmidt [
79] (p. 136). Holotype: BMNH XXIII.125.d.
Phrynosoma regale Girard 1858 [
66] (p. 406). Type locality: “Valleys of the Zuni and Colorado Rivers”; restricted to “Zuñi, Sonora” by Smith and Taylor [
49] (p 344); actually “Sierra de la Nariz, near Zuni, Sonora, Mexico” [
80] (p. 130). Syntypes: USNM 161, 131664.
Geographic distribution: Central and southern portions of Arizona and southward across Sonora to central Sinaloa, Mexico, from near sea level to about 1700 m asl (
Figure 17).
Content: No subspecies are recognized.
Phrynosoma taurus Bocourt 1870 [
45]
Phrynosoma taurus Bocourt 1870 [
45] (p 234). Type locality: “sur le plateau de Puebla au bien à Matamoros Izucar (Mexique)”. Syntypes: MNHN-RA 1270, 1310, 1310A–C, 1915, 1915A–B, 1916.
Geographic distribution: Highlands of southern Mexico in the states of Morelos, Puebla, Guerrero, and Oaxaca, as well as the Distrito Federal, at elevations from 630 to 2440 m asl (
Figure 18).
Comments: For Bocourt as the single author of this taxon, see comments in the account for Phrynosoma braconnieri.
Content: Two subspecies are recognized, P. t. taurus and P. t. sherbrookei.
Phrynosoma taurus taurus Bocourt 1870 [
45]
Geographic distribution: Highlands of southern Mexico in the states of Morelos, Puebla, and Oaxaca and the Distrito Federal, as well as disjunct in east-central Guerrero, at elevations from 630 to 2440 m asl (
Figure 18).
Phrynosoma taurus sherbrookei Nieto-Montes de Oca, Arenas-Moreno, Beltrán-Sánchez and Leaché 2014 [
81]
Phrynosoma sherbrookei Nieto-Montes de Oca, Arenas-Moreno, Beltrán-Sánchez and Leaché 2014 [
81] (p. 246). Type locality: “Tenexatlajco, municipality of Chilapa de Álvarez, Guerrero, México, 17.55437°N, 99.26973°W (datum = WGS84 for all localities), 1997 m in elevation”. Holotype: MZFC 28101.
Geographic distribution: Definitely known (based on genetically confirmed records) from central northeastern Guerrero, Mexico, at elevations from 980 to 1795 m asl (
Figure 18).
5. Discussion
There is nothing wrong with being a subspecies! Except for parthenogenetic species, speciation is a gradual process and thus, along the continuum from the beginning of the process (i.e., 0% speciation) to fully fledged species (i.e., 100% speciation), the diverging populations are in an intermediate state of the speciation process; thus, in a kind of gray zone for taxonomists. Of course, the process of speciation is not inexorable and such diverging populations can come back into contact and merge again. Typically, the populations in this gray zone have a turbulent taxonomic history, as exemplified by the
Phrynosoma coronatum complex. The taxonomy of this group of horned lizards has been revised at least 20 times in the past 180 years, and the various authors have recognized, for instance, between one and seven taxa among the coast horned lizards (see [
10] and references therein). Thus, the persistence of this incongruence among some authors over many decades is an indication that the populations involved have not yet reached the 100% speciation level, and thus most probably qualify for an infraspecific classification. In the past, various terms have been proposed for these intraspecific lineages, such as evolutionarily significant units (ESUs; [
82,
83]). However, I agree with Hillis [
22] (p. 54), who suggested that “subspecies designations are ideal for this application”. The subspecies is a real evolutionary unit—a population or set of populations that has diverged to a certain degree from other such populations but has not yet reached a level of divergence typical for most of the taxa in the genus that are unambiguously recognized as species level units.
One might argue that “devaluing” a species level taxon to subspecies level would result in an underestimation of diversity. On the contrary: neglecting infraspecific recognition of historical phylogenetic lineages incurs the risk that these effectively disappear from the taxonomic system. One example is the recognition of taxa in the
Phrynosoma coronatum complex. Obviously, there is a distinct genetic structure in the populations that compose this species complex, with four monophyletic genetic groups, although the mean genetic distances are relatively small; much smaller than among fully differentiated species such as
P. asio,
P. modestum,
P. solare,
P. cornutum,
P. mcallii, and
P. braconnieri. Thus, a perfect case for the use of the subspecies category proposed by Frost and Hillis [
21]! As subspecies, these intraspecific phylogenetic lineages are recognized as a Linnaean category and thus made “visible” for political and conservation issues. Not using the subspecies category for such phylogenetic lineages can lead to them being ignored, as done by, e.g., Brattstrom [
27,
84], who recognized a single monotypic species,
P. coronatum, in this species complex, thereby indeed underestimating diversity! If one were to treat all these “species in the making” (and yes, they could just as easily merge in the future) as full species level units, then this would result in an unbalanced system of full species and those populations that have diverged to a much lesser degree, thereby combining subjectively units of two different levels in a single category. By recognizing those populations that have diverged to a much lesser degree as subspecies, one has a taxonomic system with more phylogenetic information because then what belongs together—as a species level unit—is grouped together as subspecies.
One might ask, “why only use mtDNA data?” Well, most of all, this is because these data are available for more than 500 specimens of Phrynosoma, covering a huge portion of the geographic range of the genus. Also, mtDNA data seem to suit this purpose (i.e., evaluating the levels of genetic divergence among populations) very well because they evolve fast enough to identify younger splits. Nuclear DNA data and genomic datasets are great for phylogenetic reconstructions. However, the commonly used nuclear markers mostly evolve much more slowly and thus do not yield the resolution needed to identify historical phylogenetic lineages below the species level. Furthermore, genomic data are available only for a dozen or so individuals, i.e., they do not represent the geographic variation of the populations over the entire distribution area. The latter is necessary for an assessment of the possible existence of historical phylogenetic lines within a “species”. The mtDNA data depict the genetic differentiation of the Phrynosoma populations very well, have a high resolution, and practically cover the entire spectrum of published names—with very few exceptions, but perfection does not exist.
Morphology is important—no doubt about it. However, morphological features are assessed much more subjectively than molecular genetic data. For example, look again at the
Phrynosoma coronatum complex: Reeve [
11] recognized six taxa in this complex, two of which (
P. coronatum and
P. cerroense) he recognized as species level units and the rest of which he recognized as subspecies of
P. coronatum. Brattstrom [
84] examined the “diagnostic” characteristics of the taxa and came to the conclusion that only a single monotypic species should be recognized in this complex. Montanucci [
3] examined 24 “potentially informative characters” and analyzed them using principal component analysis. Taken individually, none of the traits he examined are diagnostic. Rather, all characters show broad overlap between the four species he distinguished in the
P. coronatum complex. The only taxon that shows partially non-overlapping character states compared to the other “species” is
P. wigginsi. However, the sample size for this taxon was very small, with only six or seven specimens (for the relevant characters). Additional specimens would most likely increase the documented range of variation and thus result in an overlap of the range with the other species. Brattstrom [
27] was apparently not impressed by Montanucci’s [
3] taxonomic conclusions either, as he only recognized a single monotypic species in this complex:
Phrynosoma coronatum.
After 25 years of experience working with a multitude of taxonomic issues involving salamanders, frogs, lizards, and snakes, and applying an integrative taxonomic approach including external morphological, genital morphological, and molecular genetic (both mtDNA and nuclear DNA, and recently genomic, data) features, as well as bioacoustics for frogs, I am convinced that, for the “first sorting” of the operational taxonomic units (OTUs) above all, mtDNA data are the most useful (but also bioacoustical and genital morphological data, if they are available), and only subsequently does the external morphology contribute to the understanding of the differentiation of the a priori sorted groups (i.e., the OTUs).
Incidentally, the phylogentic trees based on genomic data (e.g., [
9]) are largely congruent with the trees based on mtDNA data presented here: the
P. orbiculare and
P. douglasii species complexes form a clade (
Tapaya subgenus) in the analyses of both datasets, as do
P. p. platyrhinos and
P. p. goodei (
Doliosaurus subgenus);
P. t. taurus and
P. t. sherbrookei (
Brevicauda subgenus); and
P. c. coronatum,
P. c. cerroense, and
P. c. blainvillii (
Anota subgenus). However, there is some incongruence regarding the deeper splits, as can be expected. Finally, the genomic data show the same gradation in genetic differentiation as the mtDNA data, i.e., those taxa treated here as subspecies have diverged significantly less from one another than, e.g.,
P.
asio,
P. modestum,
P. solare,
P. cornutum,
P. mcallii, and
P. braconnieri. However, combined to represent a unit at species level, they show a similar differentiation as these well-separated species.
Typically, those taxa recognized as subspecies together form a monophyletic group (that represents the species) and are distributed allopatrically. In my approach, all separate evolutionary significant units are recognized as named taxa—either species or subspecies—thereby reflecting the importance of identifying and naming such important units for conservation.