Pogonomyrmex badius

Unusual within the genus for its distribution - it is the only species found in the eastern United States - and its polymorphic workers.

Identification
Key to North American Pogonomyrmex

The minor worker of badius, which is the dominant subcaste, can readily be distinguished from the worker of all other species of North American Pogonomyrmex by the head shape, which is rather strongly narrowed posteriorly in full-face view, the conformation of the scape base, and the small eyes which are placed distinctly beneath the middle of the sides of the head. The major workers, as well as the intermediates, are defined nicely by their disproportionately enlarged heads. Moreover, there is an accentuation of feminine traits in the thorax of the intermediates and especially of the majors, the sclerites being well delimited and bearing a striking resemblance to those of the female caste.

The species which is most likely to be confused with badius in the worker caste is Pogonomyrmex comanche. The configuration of the petiole and post petiole is quite similar in the two, and both species have the nodes rather coarsely and generally transversely rugose. But whereas the dorsum of the petiolar node of comanche, seen in lateral view, is flattened and usually bears a distinct median depression, that of badius is convex and not depressed. Both species have a strongly arched thorax; but comanche possesses perfectly normal epinotal spines whereas badius has an unarmed epinotum under normal conditions, though it may occasionally have aberrant epinotal spination (vide infra). In comanche only the basal face of the epinotum is rugose, the declivous face being free of sculpture; in badius both faces of the epinotum are rugose.

The female of badius should be clearly recognizable. The head is very wide in proportion to its length (CI l18-121) and bears a sharply emarginate midoccipital border; the eyes are small, weakly protuberant, and set low on the sides of the head; the cephalic rugae diverge strongly into the occipital corners; the ultimate basal mandibular tooth is offset in two planes (posteriorly and dorsally, with the mandible in closed resting position); the epinotum is normally unarmed and its basal face is broadly concave. In the male, the scape is unusually long; the mandible is very broad, triangular, strongly convex, and bears 6 or 7 teeth on an oblique masticatory margin; the dorsum of the petiolar node, in lateral view, is distinctly truncate; the shape of the paramere is distinctive. (Cole 1968)

Distribution
United States – Florida, Alabama, Mississippi, Louisiana, Georgia, North Carolina, South Carolina.

Distribution based on Regional Taxon Lists
Nearctic Region: United States.

Biology
Cole (1968) - Pogonomyrmex badius is the only known eastern species in North America. It is confined to the region east of the Mississippi River and is apparently restricted to Coastal Plain states from Louisiana to North Carolina. An old record from New Jersey must be considered as highly doubtful. Although the pine barrens of the New Jersey Coastal Plain have been combed repeatedly by several myrmecologists (Creighton, 1950, p. 116), no subsequent records have come from that state. Moreover, there have been no collections of badius between New Jersey and North Carolina, a region certainly as compatible as New Jersey for establishment of that species. The westernmost records, of which I am aware, are from Lucky, Tangipahoa Parish, and Amite, St. Tamanny Parish, Louisiana. Louisiana is a state of Pogonomyrmex range fringes. Not only does it mark the known western limits of badius, but it also bears the easternmost records of Pogonomyrmex barbatus and Pogonomyrmex comanche. P. badius is unique in that it does not compete with other species of Pogonomyrmex, its range being such that apparently it is never sympatric. Even in Louisiana, barbatus and comanche are far removed geographically from badius. (Cole 1968).

Pogonomyrmex badius nests in sand or sandy soil chiefly of open woodlands and grassy fields and constructs single or multiple, flattened, circular sand craters or dome-shaped sand mounds with depressed tops. Generally the superstructure is free of peripheral vegetation and is littered at least marginally with detritus. I have taken winged forms [rom nests in southern Mississippi in May and June. Van Pelt (1953. p. 166) observed a mating flight in Florida in June. For ethological details of badius the reader is referred to papers by Carter (1962. p. 172), Galley and Gentry (1964), Van Pelt (1953; 1958, pp, 11-12), and Wray (1938).

Castes
One of the most interesting aspects of badius is the pronounced degree of polymorphism in the worker caste. This species is the only member of its genus in North America that is polymorphic. The major workers have enormous heads provided with powerful blunt-toothed or edentate (eroded) mandibles which must be very effective in cracking seeds. The minors are "normal." Connecting these two subcastes are intermediates of variable size. (Cole 1968)

Nomenclature

 *  badius. Formica badia Latreille, 1802c: 238, pl. 11, fig. 71 (w.q.) U.S.A. Lepeletier, 1835: 175 (m.); Wheeler, G.C. & Wheeler, J. 1960b: 2 (l.); Taber, Cokendolpher & Francke, 1988: 51 (k.). Combination in Aphaenogaster: Roger, 1863b: 30; in Pogonomyrmex: Mayr, 1870b: 971. Senior synonym of transversa (and its junior synonyms brevipennis, crudelis): Emery, 1895c: 310. See also: Cole, 1968: 148; Gordon, 1984: 413; Hölldobler & Wilson, 1971: 385; Smith, D.R. 1979: 1356.
 * crudelis. Atta crudelis Smith, F. 1858b: 170 (w.q.) U.S.A. Mayr, 1862: 741 (m.). Combination in Myrmica: Mayr, 1862: 740; in Pogonomyrmex: Mayr, 1868b: 170. Junior synonym of transversa: Mayr, 1886c: 359.
 * brevipennis. Myrmica brevipennis Smith, F. 1858b: 130 (m.) U.S.A. Junior synonym of transversa: Mayr, 1886c: 359.
 * transversa. Myrmica transversa Smith, F. 1858b: 129 (w.) U.S.A. Combination in Pogonomyrmex: Mayr, 1886c: 359. Senior synonym of brevipennis, crudelis: Mayr, 1886d: 450. Junior synonym of badius: Emery, 1895c: 310.

Worker
Cole (1968) - HL 1.60-2.05 mm, HW 1.52-2.01 mm, CI 95.0-98.0, SL 1.33-1.56 mm, SI 77.6-87.0, EL 0.27-0.42 mm, EW 0.23-0.30 mm, OI 16.9-20.5, WL 1.90-2.20 mm, PNL 0.49-0.57 mm, PNW 0.38-0.46 mm, PPL 0.49-0.61 mm, PPW 0.53-0.68 mm.

Conformation of mandible as shown in Pl. III, Fig. 19; the 7 teeth rather long, well separated, well developed, subacute; subapical tooth distinctly shorter than apical, its length subequal to first basal; length of second and third basals and ultimate basal subequal; ultimate basal only a little longer than penultimate basal, not offset from the straight or slightly concave basal mandibular margin.

Base of antennal scape as illustrated in Pl. I, Fig. 7; curvature of shaft strong, confined largely to basal one-half of shaft, not notably constricted, not flattened. Basal enlargement only moderately strong; superior lobe much reduced; superior declivity straight, meeting shaft evenly at nearly a su-aight angle; inferior lobe prominent, elongate, subacute; inferior declivity nearly straight, meeting shaft smoothly at a very weak and broadly rounded angle; basal flange prominent, extending well outward from its base, curved strongly distad of the base and roofing a large concavity but not curved inward, extending well outward from apex of superior lobe; lip strong, very wide, bipartite; longitudinal peripheral carina and point absent; basal enlargement not depressed laterally.

Contour of head, in lateral view, as shown in Pl. II, Fig. 3. With head in full-face view, occipital border nearly straight, the distance across it markedly less than that across median or anterior cephalic region; occipital corners evenly and rather broadly rounded; eyes small, strongly protuberant, placed rather low on sides of head, the distance between their anterior margin and the mandibular insertions distinctly less than that between their posterior margin and the occipital border; frontal lobes strongly elevated, convex mesad, not obscuring bases of antennal scapes; cephalic rugae rather fine, unevenly spaced, diverging from frontal lobes into occipital corners, not forming whorls around the eyes, coarser and concentric on outer margin of antennal fossae; interrugal spaces very densely and rather strongly punctate.

Conformation, in lateral view, of thorax, petiole, and postpetiole as shown in Pl. V, Fig. 8; thorax rather strongly convex; anterior declivity of pronotum long and low, meeting the pronotal collar at a weak, broadly rounded angle; mesoepinotal suture distinctly and broadly impressed; base of epinotum meeting the short, rather steep epinotal declivity at a prominent sharp or narrowly rounded angle; epinotum normally without armature, anomalous spines rarely present. Thoracic rugae coarser, less dense, and somewhat more widely spaced than cephalic rugae; transverse except on mesonotum where they are longitudinal; coarser and more widely spaced on both basal and declivous faces of epinotum. Petiolar node long, rather low, the dorsum broadly and weakly convex, the apex subacute, the posterior declivity very weak, the anterior declivity meeting the peduncle at a pronounced obtuse angle; ventral peduncular process moderately strong and blunt to absent. Entire extreme dorsum of petiolar peduncle with dense, rather long, suberect pubescence; venter of peduncle without hairs. Ventral process of postpetiole moderately strong. Petiole and postpetiole, in dorsal view, as shown in Pl. VII, Fig. 24. Dorsum and sides of posterior portion of petiolar node with prominent, widely spaced rugae which are usually transverse and subparallel. Dorsum of postpetiolar node with fine, closely set, wavy, transverse striae confmed to posterior portion. Thorax, petiole, and postpetiole densely and finely punctate. Entire body except gaster subopaque; gaster shining, densely and finely shagreened. Head, thorax, petiole, and postpetiole medium to dark ferrugineous red; gaster often somewhat paler.

Worker (median and major).

Similar to the minor worker, but with the following notable differences: larger in stature, with the head disproportionately enlarged and in the major strongly emarginate along midoccipital border and hence distinctly chordate in full-face view; mandibular teeth in the major generally strongly eroded, often absent; eyes notably less convex than in the minor; head considerably broader than long, especially in the major; thorax with accentuated female characters, the sutures and sclerites well defined; epinotum unarmed or with one or more, sometimes unilateral, anomalous angles, dentides, or distinct spines; petiolar node of major notably broader than long, with a pronounced nipple; petiolar and postpetiolar nodes covered with rather coarse, dense, mostly transverse, often wavy rugae.

Queen
Cole (1968) - HL 2.66-2.71 mm, HW 3.15-3.31 mm, CI 118.4-120.9, SL 1.86-1.90 mm, SI 57.1-59.0, EL 0.53-0.61 mm, EW 0.30-0.34 mm, OI 11.3-12.1, WL 3.57-3.70 mm, PNL 0.53-0.61 mm, PNW 0.72-0.76 mm, PPL 0.68-0.72 mm, PPW 1.10-1.14 mm.

Mandible similar to that of minor worker, but ultimate basal tooth moderately to rather strongly offset in two planes from basal mandibular margin. Conformation of base of antennal scape as in the worker. Head notably broader than long, the occipital border distinctly and rather sharply emarginate medially; in full-face view, occipital corners very broadly and evenly rounded; head, in profile, with occipital corner very strongly and evenly convex, the curvature into the ventral cephalic margin continuing evenly without flattening and not rneeting the ventral margin at a definite angle. Eyes small, set low on sides of head; with head in full-face view, eyes only slightly break the outline of sides of head. Cephalic rugae rather fine, dense, unevenly spaced; median cephalic fugae strongly divergent into occipital corners; interrugal spaces densely and very finely punctate.

Scutum, in lateral view, broadly convex, not overhanging pronotum anteriorly. Base of epinotum broadly concave, meeting the declivity at a sharp or broadly rounded angle. Epinotum normally unarmed, occasionally with one or more anomalous angles, denticles, or spines. Thorax rather uniformly covered with fine, dense, closely spaced, mostly longitudinal rugae which are coarser and less regular on epinolllm; interrugal spaces mostly without punctures. Petiolar node much broadcr than long; petiolar peduncle with a weak to modcrately strong ventral process, hairs absent. Sculpture of petiole and postpetiole similar to that of the worker.

Head, thorax, petiole, and postpetiole subopaque, deep ferrugineous red; gaster paler, shining, finely and densely shagreened.

Male
Cole (1968) - HL 1.48-1.90 mm, HW 1.63-2.05 mill, CI 107.9- 110.1, SL 0.91-1.06 mm, SI 51.7-52.8, EL 0.49-0.57 mm, EW 0.27-0.31 mm, OI 30.1-33.1, WL 2.58-3.50 mm, PNL 0.53-0.61 mm, PNW 0.45-0.65 mm, PPL 0.61-0.76 mm, PPW 0.76-1.10 mm.

Contour of head, in full-face view, as shown in Pl. II, Fig. 10. Conformation of mandible as illustrated in PI. VIII, Fig. 16; blade very broad, subtriangular, the apical margin weakly convex distally and concave basally; masticatory margin strongly oblique; distal portion of blade very markedly and evenly curved inward. With 5 to 7 teeth; apical tooth strong, moderately broad basally; subapical tooth much shorter than apical, the two closely spaced; basal teeth well developed, subequal. In respose, mandibles overlap transversely for nearly one-half their length, the masticatory margin of one mandible completely obscured by covering mandible (Pl. VIII, Fig. 23). Antennal scape rather long, extending in repose about one-third its length beyond posterior border of eye. With head in full-face view, the dorsum subtriangular, the apex rather sharp. Head covered with fine, dense, closely spaced rugae; interrugal spaces finely and faintly punctate.

Base of epinotum meeting declivity at a weak, broadly rounded angle; epinotum generally unarmed, sometimes bearing one or more, frequently unilateral, anomalous spines. Apex of petiolar node, in lateral view, broad and truncate, the posterior declivity pronounced. Petiolar peduncle without a ventral process; ventral hairs absent. Petiolar node with rather sparse, transverse or longitudinal rugulae or striae; interrugal spaces minutely punctate. Ventral process of post petiole very weak. Paramere of genitalia as shown in Pl. X. Fig. 15 and P. XI. Fig. 16; volsella. in full ventral view, as in PI. XI, Fig. 21.

Head and thorax subopaque; petiole and postpetiole somewhat shining; gaster strongly shining, not shagreened. Head, thorax, petiole. and postpetiole deep brownish black; gaster pale yellowish brown.

Type Material
Type locality: Carolina