Elimination of plastids during spermatogenesis and fertilization in the plant kingdom.

Summary
1In aggregate, past discussions of heterospory and its role in the alternation of generations are riddled with ambiguities that reflect overlap of terms and concepts. Heterospory sensu lato can be analyzed more effectively if it is fragmented into a series of more readily defined evolutionary innovations: heterospory sensu stricto (bimodality of spore size), dioicy, heterosporangy, endospory, monomegaspory, endomegasporangy, integumentation, lagenostomy, in situ pollination, in situ fertilization, pollen tube formation, and siphonogamy (Tables 1, 2, Figs 1, 13). Current evidence suggests that the last five characters are confined to the seed-plants.
2The fossil record documents repeated evolution of heterosporous lineages from anisomorphic homosporous ancestors. However, interpretation is hindered by disarticulation of fossil sporophytes, the difficulty of relating conspecific but physically independent sporophyte and gametophyte generations in free-sporing pteridophytes, the inability to directly observe ontogeny, and the rarity of preservation of transient and/or microscopic reproductive phenomena such as syngamy and siphonogamy. Unfortunately, the rarely preserved phenomena are often of far greater biological significance than corresponding readily preserved phenomena (e.g. heterospory versus dioicy, heterosporangy versus endospory).
3In most fossils gametophyte gender can only be inferred by extrapolation from the morphology of the sporophyte and especially of the spores. This is readily achieved for species possessing high-level heterospory, when the two spore genders have diverged greatly in size, morphology, ultrastructure and developmental behaviour. However, the earliest stages in the evolution of heterospory, which are most likely to be elucidated in the early fossil record of land-plants, also show least sporogenetic divergence. It is particularly difficult to distinguish large microspores and small megaspores from the large isospores of some contemporaneous homosporous species (Figs 3–6 a, g). Heterospory is best identified in fossils by quantitative analysis of intrasporangial spore populations.
4The spatial scale of the differential expression of megaspores and microspores varies from co-occurrence in a single sporangium (anisospory) to different sporophytes (dioecy) (Figs 6–8). Studies of the relative positions of the two spore morphs on the sporophyte, and of developmentally anomalous terata (Fig. 9), demonstrate that gender is expressed epigenetically in both the sporophyte and gametophyte. Hormonal control operates via nutrient clines, with nutrient-rich microenvironments favouring femaleness; megaspores and microspores compete for sporophytic resources. External environments can also influence gender, particularly in free-living exosporic gametophytes.
5The evolution of heterospory was highly iterative. The number of origins is best assessed via cladograms, but no current phylogeny includes sufficient relevant tracheophyte species. Also, several extant heterosporous species differ greatly from their closest relatives due to high degrees of ecological specialization and/or saltational evolution; extensive molecular data will be needed to ascertain their correct phylogenetic position. Current evidence suggests a minimum of 11 origins of heterospory, in the Zosterophyllopsida (1: Upper Devonian), Lycopsida (1: Upper Devonian), Sphenopsida (?2: Lower Carboniferous), Pteropsida (?4: Upper Cretaceous/Palaeogene) and Progymnospermopsida (?3: Upper Devonian/Carboniferous). The arguably monophyletic Gymnospermopsida probably inherited heterospory from their progymnospermopsid ancestor (Table 3, Figs 11–13). No origin of heterospory coincides with the origin of (and thus delimits) any taxonomic class of tracheophytes. The actual number of origins of heterospory is probably appreciably higher, exceeding that of any other key evolutionary innovation in land-plants and offering an unusually good opportunity to infer evolutionary process from pattern.
6Heterospory reflects the convergent attainment of similar modes of reproduction in phylogenetically disparate lineages. Nature repeated this experiment many times, whereas true phylogenetic synapomorphies evolve only once and require a unique causal explanation. Cladograms also offer the best means of determining the sequence of acquisition of heterosporic phenomena within lineages, here exemplified using the lycopsids (Fig. 10). Comparison of such sequences among lineages can potentially allow generalizations about underlying evolutionary mechanisms. Current evidence (albeit inadequate) indicates broadly similar sequences of character acquisitions in all lineages, though they differ in detail. Some logical evolutionarily stages were temporarily bypassed. Other lineages appear to have acquired two or more characters during a single saltational evolutionary event. Heterosporic phenomena can also be lost during evolution. Although no complete reversals to homospory have been documented, this could reflect unbreakable developmental canalization of heterospory rather than selective advantage relative to homospory. Several extant species refute widely held assumptions that certain phenomena, notably heterospory and dioicy, are reliably positively correlated. Moreover, some fossils are likely to possess combinations of heterosporic characters that are not found in their extant descendants. Fossil data have played a crucial role in understanding both the number of origins of heterospory and the ensuing patterns of character acquisition.
7Although non-adaptive evolutionary events are likely in at least some lineages, the highly iterative nature of heterospory and similar patterns of character acquisition in different lineages together suggest that its evolution was largely adaptively driven. However, many previous adaptive models of heterosporic evolution confused pattern and process, and paid insufficient attention to the role of the environment as a passive filter of novel morphotypes. Linear gradualistic models were imposed on the data, often intercalating hypothetical intermediates where desired.
8The evolution of heterospory is best understood in terms of inherent antagonism between the sporophytic and gametophytic phases of the life history for control of sex ratio and reproductive timing. Control is achieved directly by the gametophyte, via gametogenesis, and indirectly by the sporophyte, via sporogenesis and the ability to determine to varying degrees the environment in which the gametophyte undergoes sexual reproduction. Increasing levels of heterospory (particularly the acquisition of endospory) compress the heteromorphic life history, as the increasingly dominant sporophyte progressively co-opts the sex determination role of the gametophyte. The resulting life history is more holistic, effectively streamlining evolution by offering only a single target for selection.
9However, by wresting control of sex ratios from the gametophyte, the ability of the sporophyte to respond rapidly to environmental changes decreases. This competitive weakness is greatest for heterosporous species possessing exosporic but obligately unisexual gametophytes (epitomized by the pteropsid Platyzoma*). It can be alleviated in endosporic species by occupying favourable environments (e.g. the aquatic Salviniales and Marsileales), switching to an apomictic mode of reproduction (thereby incurring inbreeding depression; e.g. many selaginellaleans), or acquiring more complex pollination biologies (thereby by-passing the environment as a selective filter: the seed-plants).
10Lineages differ greatly in the maximum number of heterosporic characters that were acquired by their most derived constituent species. Several Devono-Carboniferous lineages reached the level of reducing numbers of functional megaspores to one per sporangium (Figs 7 e, f, 8, 13), but only the putatively monophyletic gymnospermopsids broke through this apparent barrier to acquire the increasingly complex pollination biology that characterizes modern seed-plants.
11Many theories have been proposed to explain the remarkable success (both in terms of species diversity and ecological dominance) of seed-plants. The majority focus on characters that are absent from the earliest seed-plants (the Devono-Carboniferous lyginopterid pteridospermaleans), which were no more reproductively sophisticated than other penecontemporaneous lineages possessing advanced heterospory (particularly the most derived lycopsids, equisetaleans and progymnospermopsids). Reliable pollination was a key reproductive breakthrough, though the sophisticated economic-vegetative characters inherited by the earliest seed-plants from their putative progymnospermopsid ancestors were probably equally important in ensuring their success in water-limited habitats.
12With the exception of some ecologically specialized pteropsids, known heterosporous lineages originated during a relatively short period in the Upper Devonian and Carboniferous (Fig. 11). They exploited a window of opportunity that existed before niches became too finely partitioned and saturated with seed-plant species. This non-uniformitarian ecology renders negligible the probability of new heterosporous lineages becoming established today, even though ‘hopeful monsters’ possessing ‘incipient heterospory’ are probably constantly being generated from homosporous parents.

Heterospory: the most iterative key innovation in the evolutionary history of the plant kingdom

Molecular data from the chloroplast genome are being used to reconstruct the phylogeny and revise the problematic taxonomy of the xerically adapted cheilanthoid ferns. Chloroplast DNA based phylogenies trace maternal, paternal, or biparental lineages, depending on the mode of inheritance of the chloroplast genome, and instances of all three modes of inheritance are known in the seed plants. Evidence for biparental and uniparental inheritance in ferns has been presented, but the distinction between maternal and paternal uniparental inheritance has not been rigorously made, and the mode of inheritance in cheilanthoid ferns is completely unknown. Based on a natural hybrid population in the cheilanthoid genus Pellaea in which the maternal and paternal derivations of the hybrid are unambiguously known, restriction fragment length polymorphisms of chloroplast DNA demonstrated simple maternal inheritance of the chloroplast genome. This hybrid complex was also examined for restriction fragment length polymorphisms of its mitochondrial DNA, providing the first direct evidence that the mitochondrial genome in ferns is maternally inherited.

https://www.jstor.org/stable/pdfplus/2444887.pdf

Maternal inheritance of the chloroplast and mitochondrial genomes in cheilanthoid ferns

Summary
1. Plastid inheritance in most green algae and land plants is uniparental. In oogamous species, plastids are usually derived from the maternal parent; even when inheritance is biparental, maternal plastids usually predominate. Only a few species of conifer are known to have essentially paternal plastid inheritance. In spite of the overall strong maternal bias, there exists a spectrum of species in which plastid inheritance ranges from purely maternal to predominantly paternal.

2. Factors that influence the pattern of plastid inheritance operate both before (often long before) and after fertilization. For example, several different mechanisms for exclusion of plastids from particular cells, none of which is completely effective on its own, may operate sequentially during both gametogenesis and embryo-genesis. There appears to exist a general trend such that the more highly evolved the organism, the more numerous the mechanisms employed and the earlier they first come into operation. The pattern of plastid inheritance shown by a species represents the efficiency or lack of efficiency of these combined mechanisms.

3. In the newly-formed zygote of many unicellular algae, the plastids from both gametes are present and there is direct competition between them. Often the plastid from one mating type (usually the ‘invading’ male gamete, where this can be identified) quickly degenerates. Species such as Chlamydomonas are unusual in that the plastids from the two gametes fuse. In spite of this, inheritance of plastid DNA is normally uniparental. How this is accomplished remains unclear. In oogamous algae, the paternal plastids which enter the egg cell are frequently fewer in number and smaller in size than those contributed by the female gamete. The reduced contribution of paternal plastids can result from asymmetrical cell division or from differential timing of cell and plastid division during spermatogenesis.

4. In species ranging from unicellular algae to angiosperms, plastids may be partially or completely debarred from particular cells at critical stages during the reproductive cycle. An important factor in this form of plastid elimination is their postioning with respect to the nucleus prior to a cell division. When plastids closely encircle the nucleus, they are usually incorporated equally into the two daughter cells; when the plastids are concentrated at some distance from the nucleus, they are frequently excluded from one daughter cell.

5. Elimination of plastids from a gamete prior to plasmogamy prevents direct competition between the two types of plastid in the zygote or embryo. Perhaps the most effective method of excluding paternal plastids from the egg cell has been achieved by some lower land plants; the plastids migrate to the posterior part of the spermatozoid, and are discarded from there in a discrete vesicle before the egg is reached.

6. Plastid inheritance in conifers appears to be unique. In those species in which the derivation of plastids in the pro-embryo can be determined, it has been found that they come only from the male gamete. Maternal plastids are positively excluded from the pro-embryo and later degenerate.

7. In most angiosperm species plastid inheritance is maternal; in only a few species is it regularly biparental. The first step towards exclusion of paternal plastids often takes place in the uninucleate pollen grain where the plastids may be concentrated at the pole of the cell farthest from the site of the future generative cell. Any plastids that succeed in entering the generative cell may degenerate before the gametes are released from the pollen tube. Even if paternal plastids reach the egg, they are at a disadvantage because they are (a) entering an environment that is essentially alien, and (b) normally present in much smaller numbers than maternal plastids. Later, when the zygote divides, the few paternal plastids may fail to become incorporated in the small terminal cell which gives rise to the embryo proper.

8. There appears to be no consistent evolutionary progression in the use of more efficient mechanisms to influence plastid inheritance; most of the mechanisms associated with exclusion of paternal plastids in angiosperms, for example, can also be found in one or other species of green alga. The primary factors that influence plastid inheritance appear to be (I) direct competition in the zygote between plastids of the two parental types – the principal mechanism operating in isogamous algae, but also operating in some angiosperms; and (2) the divergent evolution of the two types of gamete - on the one hand a small male gamete with a minimum of cytoplasm which is capable of moving (spermatozoid) or being moved (pollen) efficiently, and, on the other hand, a large egg cell with numerous organelles, which is well able to act as ‘host’ for the future zygote. Many of the additional mechanisms that influence the pattern of plastid inheritance seem to be the more or less ‘accidental’ result of other evolutionary events.

Ultrastructure of plastid inheritance: green algae to angiosperms

A tapetum is found around all higher plant meiocytes and is thought to nourish them. It may, in turn, be influenced by their development. The mature tapetal membrane in amoeboid (or periplasmodial) tapeta, of whichArum italicum is an example, fits closely around the developing meiocyte.

The ultrastructure of the formation and development of the amoeboid tapetum inArum italicum miller

The ultrastructural details of fertilization in the fern Marsilea vestita, including gamete approach and fusion, the fate of the spermatozoid organelles and the development of a possible block to polyspermy are described. The spermatozoid approaches the egg through layers of mucilage that surround the megaspores. It moves down the neck of the archegonium into the cavity above the egg. In order to reach the egg, it must move through a small hole in the thick wall that lies across the top of the egg. The fusion of the plasma membranes of the gametes results in an outflow of egg cytoplasm into the clear space under the sperm plasma membrane, creating a fertilization cone. All the organelles of the fertilizing spermatozoid, including nucleus, mitochondrion, microtubule ribbon, multilayered structure, and flagellar band, with approximately 150 flagella, enter the egg cytoplasm. The nucleus enters as a condensed rod of chromatin with no nuclear envelope. The chromatin begins to disperse immediately and a new nuclear envelope is formed around the chromatin by egg endoplasmic reticulum. The mitochondrion and the microtubules of the ribbon and flagella are broken down, but the fates of the flagellar band and the multilayered structure have not been determined. After spermatozoid penetration, a new extracellular layer appears above the surface of the egg, beginning in the region of sperm penetration and spreading across the top of the egg. This layer may be important in preventing other spermatozoids from fusing with the egg.

D.G. Myles

Papers

The fine structure of fertilization in the fern Marsilea vestita